Forms are now easier to build without losing advanced control
30 July 2026What's new
A clearer Form Builder for every club
- Form creation now opens in a Guided setup where staff can write a question in
plain language and choose a straightforward answer style.
- Common member-information packs add contact, address, emergency, guardian,
health and consent fields without making staff search through the complete field catalogue.
- Yes / No / Other creates the three choices and a linked “Please tell us
more” follow-up automatically. The follow-up appears only when Other is chosen.
- Guided setup, Full control and Preview all edit the same form. Switching views
never converts, duplicates or discards the underlying questions.
- Full control keeps pages, review steps, conditional rules, validation, member
record bindings, layout content and payment/form settings available when they are needed.
- The form itself now has more room. A visually distinct Steps panel shows
the current section and lets staff move any step up or down directly in the list. The question builder and current-step canvas use separate surfaces so each working area is easier to recognise at a glance.
- Field settings and the complete field library open only when requested. Mobile
settings use the same accessible drawer pattern as the rest of the application.
- Form cards keep Edit visible and place Responses, sharing, duplication and
Archive in a contained action menu, preventing actions from overflowing when a card is hovered or viewed on a narrower screen.
- Preview now supports Next, Back and direct step navigation without forcing
staff to complete required questions. The final action is shown in a disabled preview-only state, so testing a form can never submit it.
- The editor header now keeps the form name and Save action together, while the
programme audience selector has its own clearly labelled area below. Sharing remains in each form card's action menu, away from unsaved editor changes.
- Every Steps panel now exposes Add, Rename and Remove controls in Guided setup,
Full control and mobile layouts. Removing a step asks for confirmation and explains whether questions or content will be removed with it.
- Forms now opens with permanent Enrolment and Trial Booking journey cards. The
enrolment card follows the selected programme and clearly identifies a direct override, inherited club default or missing setup; the trial card links to the real booking journey. Event Booking is no longer offered as a generic starter because event-specific requirements remain with Events.
- Those permanent journeys now sit in a distinct Built-in journeys panel
with their own icons, foundation labels and coloured card edges, making them clearly different from optional forms in the club's reusable form library.
- Trial Booking questions are now editable per club. Clubs can organise their
own steps, questions, choices and required answers while Allsorted continues to protect the visitor's contact details, class/date choice, capacity check, guardian consent and final booking transaction.
- Club-defined trial answers follow a booking when staff reschedule it and are
available to authorised coaches from the existing protected answers popup. Trial templates are deliberately not exposed as generic shareable forms: the public trial journey must reserve a real class and date.
- Enrolment invitation sends now keep a stable button footprint, show
Sending… while work is in progress and retain an honest Sent, Queued, Not sent or Review needed outcome afterward. Success, information, warning and failure feedback now uses the shared toast surface instead of shifting the page with temporary inline banners.
- Trial and enrolment invite rows now include a contained actions menu with a
protected history timeline. Staff can see when a trial was booked, invites were created, email delivery was attempted, opened, clicked or bounced, and when enrolment completed. An inconclusive delivery links to those safe details and Communications rather than stopping at an unexplained “needs review”.
Automations stays inside the screen
- The Communications navigation wraps within the Automations page on narrow
screens instead of creating a sideways swipe area.
- Automation category filters now wrap onto additional lines, keeping the Build
page vertical-only while preserving every filter as a visible one-tap option.
Assess everyone on the mat from the live register
- A selected lesson now offers an On the mat assessment mode using the
register's saved Present and Late marks, so coaches no longer have to switch between separate levels to find everyone training in that lesson.
- Each present member has one mobile-friendly expandable card. Opening it loads
that member's current level, assessment list, saved RAG scores, coaching notes, completion summary and attendance-since-level count in the same register page.
- Assessment data is loaded only for the open member, keeping a large live
register responsive. RAG score changes reuse the existing protected assessment authority and visibly roll back with a toast if the server cannot save them.
- Register, mobile assessment and examiner scoring views now share one clear
R / A / G control. The comment action consistently sits immediately to the left of Red, existing comment counts remain visible, and register comments use the same protected dated-comment history as the main Assessments screen.
- Missing progression levels, empty assessment lists, no-one present, loading
failures and retry actions now have explicit lesson-floor states rather than appearing as blank content.
A simpler Courses workspace
- Courses now separates the operational overview from the searchable course
library, so progress and attention items no longer push the actual courses below a large dashboard and filter panel.
- Overview focuses on published courses, enrolled learners, average completion
and courses needing attention. Recently updated courses and attention items link directly to the relevant workspace.
- Secondary library filters now live in a compact filter drawer while status
and search remain immediately available.
- Overview, Courses and Packages now use the same animated icon-glass navigation
as the Communications centre and member information, keeping section changes visually consistent across desktop and mobile.
- Each course has dedicated Curriculum, Settings, Learners and Insights tabs.
Curriculum keeps the course outline beside one focused lesson editor, with an Edit/Preview switch; course details, audience, access, pricing and certificate configuration now live under Settings.
- Insights provides a read-only completion summary, progress distribution and
recent learner activity from the existing protected course-progress route.
- Non-quiz lessons now use one Complete and continue action. Progress is
saved first, the latest server-authoritative unlock state is loaded, and the learner then advances to the next available lesson.
- Course Packages now honours the existing list, detail, summary and subscriber
response contracts. Package counts render safely, existing packages reopen with their full course selection, and subscriber/revenue figures use the protected API fields without crashing the page.
Templates now explains and controls its live connections
- Every communication template now shows whether it is unused or connected to
live, draft, paused, inactive or archived work. Where this is used brings together current Automation Builder versions, legacy rules, communication flows and event invitations, with a direct route back to each dependency.
- Editing a template used by live messages now explains that the next resolved
content will change. Archiving has an explicit high-consequence warning, and the server refuses an unacknowledged archive when a live dependency exists.
- Staff can create a safe draft automation with the selected template already
attached, then choose its trigger and publish in Automation Builder. Nothing sends from Templates itself.
- A template can be assigned to an existing editable automation draft or an
event invitation from one controlled panel. Published automation versions are never changed, channel compatibility is enforced, tenant ownership is checked before every write and stale edit markers prevent overwriting newer changes.
Deployment note
- The interface reuses the existing guarded form-template API and persisted
field/page/settings format. Editable Trial Booking answers additionally require the additive, locally rehearsed trial-booking-form-responses-01.sql migration before deployment. No new environment variable or feature flag is required.
- Draft/published template versions and link-version pinning remain the next
server-authority delivery; this update does not describe the current Save action as publishing.
- Template dependency inventory and assignments use existing tables and the
existing Automation Builder flags. No SQL migration or new environment variable is required.
Safer form publishing and configurable enrolment journeys
- Form changes now remain drafts until a club deliberately publishes them.
Publishing creates an immutable live version, preserves the previous revision for in-progress links and keeps historical responses attributable to the questions members actually saw.
- Enrolment invitations pin their published form version. Editing the next
version cannot silently change a link already sent to a member.
- Required identity, programme, lesson, consent, signature, review and payment
stages remain protected by Allsorted. Clubs can still organise their own questions and optional extras without being able to remove a required legal or transactional stage.
- Archived form families can be restored safely by cloning an old revision into
a new draft; restoration never rewrites historical data.
Annual credentials are ready for club-specific configuration
- Annual Requirements can now record the governing organisation, member-facing
explanation, exact fee, validity period, evidence rule, renewal window and how long a renewal link remains usable.
- A clear readiness state keeps online renewal and renewal-link automation off
until the definition is complete. The initial online journey supports insurance that does not require a member evidence upload; DBS, coaching and evidence-bearing credentials remain staff-tracked until their dedicated collection journeys are delivered.
- Clubs that do not opt in continue using the existing insurance renewal
behaviour. Opted-in renewal tokens pin the exact configuration, and a free renewal no longer tries to create a zero-value Stripe payment.
- These changes require the additive
form-template-version-lifecycle-01.sql and configurable-credential-renewal-01.sql units before application deployment. Both were applied and reapplied on the existing local Docker stack only; no production SQL or feature activation was performed.