New Feature

Scan a Code, Fill a Form, Become a Customer

BizBooks Pro Registration Portals let you build a sign-up form, print its QR code, and hand it out. People register from their phones, with no account and no app to install, and every registration becomes a customer record in your books with one click. No more retyping paper forms.

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Included with Pro plans and above at no extra charge.

From Paper Clipboard to Customer List in Four Steps

1

Build

Tick the fields you want and word the labels your way

2

Share

Print the QR code or send the link

3

Register

People fill in the form on their own phone

4

Approve

One click turns each registration into a customer

Everything a Sign-Up Form Should Do

Most small organizations still collect registrations on paper or in a free form tool, then retype every entry into their books. Registration Portals put the form and the customer list in one place.

☑️ You Choose the Fields

Start from a preset (individual, business, or youth program), then tick and untick fields. Rename any label, e.g. "Scout's first name" or "Parent email", mark fields as required, and put them in the order you want.

  • Name, email, phone, address, contact person, notes
  • Any customer custom field you've already set up
  • Create a new dropdown (like Den or Class Level) right from the form builder

🔮 QR Code and Short Link

Every portal has its own link and QR code. Download the code as an image to drop into a flyer, or as a print-ready PDF sheet with instructions. Post it at the front desk or put it on a slide at the meeting.

  • Mobile-first form that works on any phone
  • No account, password, or app download for registrants
  • Optional closing date; the form closes itself after it

👥 Review Queue with Duplicate Detection

Registrations wait in a review queue inside BizBooks Pro. If someone registers under a name you already have, BizBooks Pro flags it and offers to add the new details to that customer instead of creating a duplicate.

  • Create a customer, add to an existing one, or reject
  • Rejected by mistake? Restore it with one click
  • Siblings with the same parent email aren't treated as duplicates

⚡ Optional Automatic Mode

If you trust your form, switch on automatic mode and new registrants become customers as soon as they arrive. Anything that looks like an existing customer still waits for you, so automatic mode never creates duplicates.

  • Parent or guardian becomes the customer's primary contact
  • Custom answers land in the customer's custom fields
  • Every record notes which portal it came from and when

🔌 Quiet When Not in Use

BizBooks Pro only contacts the online form service while a portal is open. With nothing open, it makes no calls at all. While a form is open it checks hourly, and you can switch on Live event mode to check every minute during a meeting or open house.

  • No background traffic when you aren't collecting
  • Live mode switches itself off after a few hours
  • "Check now" pulls new registrations on demand

🔒 Your Data Stays on Your Machine

The online form is only a mailbox. Registrations wait there until your desktop collects them, and are deleted from the cloud the moment they're received. Your customer list stays on your own computer, like the rest of your books.

  • Submit-only form: nobody can see anyone else's answers
  • Daily submission limit and spam protection built in
  • Generate a new link any time; the old one stops working at once

Who Uses Registration Portals

Anyone who signs people up in batches and then bills them.

⛺️

Youth Program Treasurer

Fall Registration Night for a Cub Scout Pack

The treasurer builds a "Pack 2026–27 Registration" portal from the youth preset, adds a Den dropdown (Lion through Arrow of Light), and puts the QR code on the dues flyer. At the first meeting, 40 families scan it and register one Scout each while the Cubmaster talks. Live event mode is on, so registrations appear in BizBooks Pro within a minute.

The Outcome

By the end of the night, all 40 Scouts are customers with their den, parent contact and allergy notes on file, ready for $170 dues invoices. Nobody typed anything in from paper.

🧘

Fitness or Dance Studio

New-Student Intake at the Front Desk

A studio posts the QR code at reception, with a Class Level dropdown and an emergency-contact field. New students sign up on their phones while they wait.

The Outcome

Automatic mode turns each new student into a customer straight away, ready for recurring billing. Returning students who scan the code again are held for review, so the studio doesn't end up with duplicate records.

🏛️

Nonprofit or Association

Annual Membership Drive

An association opens a membership portal for October with a closing date of October 31, and puts the link in its newsletter and on its website.

The Outcome

The form closes itself on November 1. Every member is already a customer, ready for dues invoices and statements, and the association didn't have to pay for a separate sign-up tool.

Common Questions

Do the people registering need an account?

No. They scan the code or open the link, fill in the form, and tap Submit. That's it.

Can one parent register several children?

Yes. Each child is a separate registration and becomes a separate customer. After submitting, the form offers a "Register someone else" button so a parent can go straight to the next child.

What happens after the closing date?

The form shows a "registration is closed" message and accepts nothing more. BizBooks Pro checks one last time the next day to collect any late entries, then stops contacting the form service.

Which plans include it?

Pro and above, including every Accountant, Nonprofit, Government and Enterprise plan. It isn't part of the Basic plan.

Can I collect payment on the form?

Not yet. Today the form collects registration details, and you can put payment instructions in the thank-you message. Linking a registration to an invoice is on the roadmap.

Stop Retyping Sign-Up Sheets

Registration Portals come with Pro, Accountant Pro and Enterprise plans. Build your first form in about two minutes.

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