help.gestsystem.com

Personnel groups and creating a form

This section walks you through creating person groups and enrollment forms in GEST. You will learn how to build and edit forms, add different field types, and collect and manage person-related information. You will learn about dedicated fields, field permissions and options, and best practices for efficient data collection and person management.

Forms & registration possession personal forms registration backfill rights

Publish a form

This section will walk you through form publishing settings and managing appearance. You will learn how to publish and close forms, configure registration-related settings, and edit form text, messages, and visual appearance.

Start & Settings Forms & registration possession personal forms registration backfill publication settings additional contacts layout of the form

Follow-up

This section will walk you through using post-fill. You will learn how to ask registrants to complete or update their information, define editable fields, and send personalized post-fill links via email.

Forms & registration possession personal forms registration backfill publication settings let's go placeholder e-mail external communication message templates

Language versions of the form

This section will walk you through how to create and manage multilingual forms in GEST. You will also learn how language versions affect the content displayed on the form. You will learn how to enable language versions and translate fields and texts into different languages.

Forms & registration possession personal forms registration language versions

Input of additional contacts

This section will walk you through the additional contact entry feature, which allows you to register multiple people on the same form. You will learn how to enable the feature, configure the information to be collected from additional contacts, and manage group registrations effectively.

Forms & registration possession personal forms registration publication settings additional contacts

Documents

You can use GEST to create various documents for groups of people, such as contracts, information materials, certificates, name tags or coupons. This section will cover creating document templates, utilizing placeholders based on form data, and sending documents to recipients electronically or for signature.

Personnel management Forms & registration Communication signature documents possession let's go placeholder e-mail agreements external communication message templates VismaSign

Import and export of personal data

This section will cover how to transfer personal data to GEST using a CSV file and how to export existing data from the system. You will learn how to import multiple people at once from a ready-made table, as well as export data for further use, for example filtered by status, tags or products. It will also cover the correct file formats and settings that ensure that the data transfer is successful.

Personnel management Forms & registration csv possession data import and export

Person form management & settings

In this section, you will learn about the people group dashboard and its most important functions, such as settings, publishing, permissions, logging, and form management.

Start & Settings Forms & registration settings possession personal forms log rights

Payment features

This section will walk you through setting up and managing GEST's payment functionality. You will learn how to define the products you want to sell, select the appropriate payment methods, send payment links, and track payment transactions. It will also explain how to add products to people and how to edit payment messages and receipts.

Payment Products possession registration let's go status

Settings & usernames

Here you get to know the settings of GEST in more detail, so that the implementation of the system will be as smooth as possible. In this section, we discuss user account settings, creating usernames and data protection.

Start & Settings settings possession usernames rights