---
title: Registration Templates (Registration Questions)
description: Create, edit, or remove custom registration questions using Registration Templates
---

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# Registration Templates (Registration Questions)

## Add, edit or remove custom registration questions by creating a new Registration Template version. Use the built-in change history to track exactly when updates were published.

### Definitions

**Registration Questions** gather custom information about a household at the time of registration. 

All registration questions live on a **Registration Template** - a 'blank form' that is configured to include necessary custom questions. Add, edit or remove custom registration questions by first creating a new version of the Registration Template.  

### How Registration Templates Work

Registration Templates allow you to easily see the history of any admin changes made to your client registration form. When changes are published, that unique version of the Registration Template is recorded and displayed in the Registration Templates list. 

A new version of a Registration Template can be created as a draft, published immediately, or scheduled to publish at a later date. 

When a new registration template is saved as a **draft:**

- - - - The template name, questions, question blocks, and scheduled start date (optional) can be edited.
                  - The template is NOT active for clients or admins to fill out.

When a new registration template is **published**: 

- - - - The template name, questions, question blocks, and scheduled start date CANNOT be edited.
                  - The template is active for clients or admins to fill out.
                  - The previously active template is archived.

**Note**: Only one version of a Registration Template can be active at a time. 

---

### Create a new Registration Template

STEP 1: Go to **Setup** \> **Registration Templates (Registration Questions)**

The default Registration Template is named "Main". This default version does not have any questions or question blocks on it - it is intentionally blank. 

![](https://support.pantrysoft.com/hs-fs/hubfs/image-png-Nov-04-2026-08-30-56-2555-PM.png?width=670&height=187&name=image-png-Nov-04-2026-08-30-56-2555-PM.png)

STEP 2: To add custom registration questions, click **New Registration Template**

STEP 3: Fill out the necessary field(s)... 

- **Name**: name for this version (can be the same as previous versions)
- **Auto Publish On A Future Date** *(optional)*: Check this box if you want to automatically publish this template at a future date. Then, enter the **Future Start Date** of your choice. If you want to save this draft and publish it manually, leave the box unchecked.

...then click **Save as Draft and Continue.**

**![](https://support.pantrysoft.com/hs-fs/hubfs/image-png-Nov-04-2026-08-31-43-1221-PM.png?width=670&height=215&name=image-png-Nov-04-2026-08-31-43-1221-PM.png)**

 

**Note:** Additional read-only fields seen on this page:

- Type: Main (*at this time, Main is the only type*)
- Status: Draft (*all Registration Template versions start as drafts*)
- Current Registration Template: \[Main\] (*references which version of the Registration Template is currently active - the currently active version will be archived once your new template is published*)

After clicking Save and Continue, a pop-up will confirm that a new version of the Registration Template has been created (see below). Any custom registration questions that exist on the current template version will be copied over to this version. Questions can then be edited, deleted, or new ones created. ![](https://support.pantrysoft.com/hs-fs/hubfs/Untitled%20-%20November%2005%2c%202026%20at%2011-26-29-png.png?width=298&height=149&name=Untitled%20-%20November%2005%2c%202026%20at%2011-26-29-png.png)

STEP 4: Add, Edit, or Delete Questions and Question Blocks 

Refer to these articles for specifics on crafting custom Registration questions:

**[Custom Questions](https://support.pantrysoft.com/custom-question-creation?hsLang=en)** and **[Custom Question Blocks](https://support.pantrysoft.com/custom-question-blocks-arranging-custom-questions?hsLang=en)**

STEP 5: Click **Preview** to view how your registration questions look before publishing

![](https://support.pantrysoft.com/hs-fs/hubfs/image-png-Oct-07-2026-05-35-06-7947-PM.png?width=670&height=301&name=image-png-Oct-07-2026-05-35-06-7947-PM.png)

The Preview option allows you to see custom registration question as they will appear on the Dashboard, Kiosk, and Store (Client Portal) interfaces. 

![](https://support.pantrysoft.com/hs-fs/hubfs/Knowledge%20Base%20images-2-png.png?width=670&height=335&name=Knowledge%20Base%20images-2-png.png)

**Note**: Edit individual questions to indicate which interfaces the question should be visible on. See more about editing custom registration questions here: **[Custom Questions](https://support.pantrysoft.com/custom-question-creation?hsLang=en)![](https://support.pantrysoft.com/hs-fs/hubfs/Knowledge%20Base%20images-3-png.png?width=548&height=274&name=Knowledge%20Base%20images-3-png.png)**

 

STEP 6: **Save as Draft and Exit** (recommended)

If you want to continue editing this version of your Registration Template and corresponding questions later, click **Save as Draft and Exit**. This will save your progress and return you to the main Registration Template screen (pictured below). 

Or, if you have selected "Auto Publish On A Future Date", click **Save and Publish at Future Start Date**. The draft will continue to editable until it is published. 

![](https://support.pantrysoft.com/hs-fs/hubfs/image-png-Nov-04-2026-08-54-35-0101-PM.png?width=670&height=192&name=image-png-Nov-04-2026-08-54-35-0101-PM.png)

**Tip**: We recommend unchecking "Auto Publish On A Future Date" from your Registration Template draft until you're done making edits. When you're satisfied with your custom questions and blocks, go ahead and add the automatic publish date as needed. 

STEP 7: **Publish Now** 

When you're ready to publish your Registration Template version, click **Publish Now**. A pop-up screen confirms if you want to publish this version *immediately* and replace your current Registration Template version. Click **Publish Now** again to confirm - this action cannot be reversed (a new draft will need to be created to make any future edits). 

![](https://support.pantrysoft.com/hs-fs/hubfs/image-png-Nov-04-2026-08-59-28-0709-PM.png?width=670&height=300&name=image-png-Nov-04-2026-08-59-28-0709-PM.png)

**Remember**: When a new registration template version is published:

- - - - The template name, questions, question blocks, and scheduled start date CANNOT be edited.
                  - The template is active for clients or admins to fill out.
                  - The previously active template is archived.

---

### View Current and Archived Registration Templates

Once you publish a new Registration Template version, it becomes your current Registration Template. Current and archived version of the Registration Template are shown on the main screen in a read-only format. Click the **document icon** on the row to view the custom registration questions included on that version of the Registration Template: 

![](https://support.pantrysoft.com/hs-fs/hubfs/image-png-Nov-06-2026-03-24-08-6536-PM.png?width=670&height=208&name=image-png-Nov-06-2026-03-24-08-6536-PM.png)

From this screen, you can also see the **Start Date** and **End Date** of each template. These are the dates a template was active and able to be filled out by clients/admin. 

---

### View Question Change History

When viewing or editing custom registration questions, scroll down to the **Change History** section to see a log of all previous versions of this question, and the dates it was active. 

![](https://support.pantrysoft.com/hs-fs/hubfs/Knowledge%20Base%20images-4-png.png?width=670&height=335&name=Knowledge%20Base%20images-4-png.png)

When a Registration Template is published, a new version of the question is logged even if no changes are made to the question itself. Click the **document icon** on the row to view more details about a specific version of an individual question: 

![](https://support.pantrysoft.com/hs-fs/hubfs/Knowledge%20Base%20images-5%20(1)-png.png?width=542&height=151&name=Knowledge%20Base%20images-5%20(1)-png.png)

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