Signup & payment form glossary

Attendee An attendee is a person who has signed up for and is expected to attend an event, class, or session. Capacity Capacity is the maximum number of people or spots a signup or event can accept. Headcount A headcount is the total number of people expected at or attending an event. Intake form An intake form collects the initial information a business or organization needs from a new client, patient, member, or participant before service begins. Lead capture Lead capture is collecting the contact details of a potential customer or member through a form, so you can follow up later. Registration form A registration form collects the details a person provides to sign up for an event, class, program, or service. RSVP An RSVP is a guest's reply confirming whether they will attend an event, so the host knows the headcount in advance. Signup form A signup form is a web form people fill in to join, register for, or express interest in something, from a class or event to a waitlist or volunteer slot. Sold out Sold out means every available spot for an option or event has been taken and no more signups can be accepted. Waitlist A waitlist is an ordered list of people who want a spot that is currently full, so the organizer can offer freed-up places in turn.

Conditional logic Conditional logic (also called skip logic) shows, hides, or changes form fields based on a respondent's earlier answers. Consent (on forms) Consent on a form is a person's explicit agreement to something, such as receiving text messages or having their data used a certain way, usually captured with a checkbox. Form field A form field is a single input on a form that collects one piece of information, such as a name, email, phone number, or a choice from a list. Form response A form response is one completed submission of a form by a single person, holding all the answers and choices they entered. Multi-select A multi-select field lets a respondent choose more than one option from a list, rather than just one. Required field A required field is a form input that must be filled in before the form can be submitted. Submission A submission is the act of a respondent sending a completed form, and the record it creates. Waiver A waiver is a form in which a participant acknowledges and accepts the risks of an activity, releasing the organizer from certain liability.

Add-on An add-on is an optional extra a person can include with their main purchase, such as a meal, a t-shirt, or equipment rental. Bundle (pricing) A bundle is a group of items or sessions sold together for a single price, usually cheaper than buying each separately. Deposit A deposit is a partial payment made up front to reserve a spot or service, with the balance due later. Early-bird pricing An early-bird price is a reduced rate offered for signing up before a set date, used to encourage early commitment. Suggested donation A suggested donation is a recommended amount to give, where the payer can choose to give more, less, or nothing. Ticketing Ticketing is selling and tracking admission to an event, where each purchase grants the buyer one or more tickets. Time slot A time slot is a specific window of time a person can book for an appointment, session, or service.

ACH ACH (Automated Clearing House) is a US network for moving money directly between bank accounts, used for things like direct deposit and bank-to-bank transfers. Card-not-present A card-not-present transaction is a card payment made without the physical card, such as an online checkout. Chargeback A chargeback is a forced reversal of a card payment, initiated by the cardholder's bank when they dispute a charge. Checkout Checkout is the step where a buyer reviews what they're paying for and completes payment. Gross amount The gross amount is the full amount a customer pays before any fees are subtracted. Merchant of record The merchant of record is the legal entity responsible for a sale, including taxes, refunds, and chargebacks. Net amount The net amount is what the seller actually keeps from a payment after fees are deducted. Off-platform payment An off-platform payment is money collected outside the signup tool itself, such as paying the organizer directly by Venmo, Cash App, PayPal, Zelle, or cash. Payment link A payment link is a shareable URL that opens a prefilled payment page, letting someone pay you without a full checkout setup. Payment method A payment method is the way a customer pays, such as a credit card, a bank transfer, or an app like Venmo or PayPal. Payment processor A payment processor is the company that handles the technical movement of money when a customer pays by card, authorizing the charge and transferring funds to the seller. Payout A payout is the transfer of collected funds from a payment processor to the seller's bank account. PCI compliance PCI compliance means following the Payment Card Industry Data Security Standard, a set of rules for safely handling card data. Platform fee A platform fee (or application fee) is the cut a software platform takes from a payment processed through it, on top of the card processor's own fee. Processing fee A processing fee is what a payment processor charges to handle a card transaction, typically a percentage plus a small fixed fee (for example, 2.9% + 30¢). Recurring vs one-time payment A recurring payment is a charge that repeats automatically on a schedule, such as a monthly membership, while a one-time payment is charged once. Refund A refund is returning a customer's payment, in full or in part, after a transaction has completed. Stripe Connect Stripe Connect is Stripe's system that lets a platform enable its users to accept card payments into the users' own Stripe accounts.

Confirmation email A confirmation email is an automatic message sent to someone right after they sign up or pay, confirming the details of their registration. Double opt-in Double opt-in is a two-step subscription where, after signing up, a person must click a link in a confirmation email to confirm. Embed To embed a form or tool is to display it inside another website using a snippet of code, so visitors can use it without leaving that site. Landing page A landing page is a standalone web page built around a single action, such as signing up or registering. QR code A QR code is a scannable square barcode that opens a link when a phone camera reads it.

Glossary of signup & payment-form terms

Signups & registration

Forms & fields

Pricing & tickets

Payments

Sharing & delivery