This guide will show you the steps for creating a Client Search Form.

Before creating a Client Search Form you will need to make sure your Client Database is setup correctly.

Client Search Forms are used to give your website users the ability to search for Clients that are in your website database. Examples of Client Search Forms include, Find a Member, Find a Landscaper, Find a Job Seeker and so on.

1. Login to your administration website
2. Select Content from the Main Menu
3. Select Add New Content
4. Select Form
5. Select Searches
6. Select the Client Search Form - refer to screenshot
7. Click on the large example to add
8. Insert Title
9. Click Next into Step 2 Layout
    

   Step 2 Layout This is the Search Landing page, where users select the field's client answers they wish to search for. E.g. On this page you may have a State Field, where a user could select the answer VIC to search for all Client's in your database who work in VIC.

10. In Step 2 Layout, Click on the green Add New button
11. Select the Client Fields you would like to add (for users to search with)
12. Click Done
13. Edit the Fields, if required
14. Click Next into Step 3 Results
     

    Step 3 Results The Results page displays a list of clients from your database that match the search criteria. E.g. This page may have the State Field, Business Name Field and a Firstname Field. You can use a field's client answer as the hyperlink to the Client Profile

15. In Step 3 Results, Click on the green Add New button
16. Select the Client Fields you would like to add (this will display when the search results are displayed)
17. Click Done
18. Edit the Fields, if required
19. Click Next into Step 4 Profile
     

    Step 4 Profile A user will land on this page when they click on the client answer hyperlink from the Results page. The Profile page display information on a single client only. E.g. This page may have the State Field, Business Name Field, Firstname Field, Phone Number Field and Website Address Field.

20. In Step 4 Profile, Click on the green Add New button
21. Select the Client Fields you would like to add (the profile page will show fields & answers specific to the client record)
22. Click Done
23. Edit the Fields, if required
     
24. Click Next to specify Location

25. Click Next to specify your Options

       a. Search Result Options

               i. Select the Number of results you would like to display per page
               ii. Select the option on how you would like to Order the results list
               iii. Select to have the results displayed in either Ascending or Descending order

You can only order the Search Results list by Random Order or by Text, Number or Date Client Fields, in either Ascending or Descending order.

        b. Search Restrictions

             i. Select the Fields and Answers you wish to Restrict the results list by, if applicable

It may be necessary for you to Restrict the Search Results to particular clients in your database. E.g. you may have a drop down client field in your database titled "Visible on Search" with the answers yes and no. You could restrict the search results list by the answer yes. This means only the clients who have yes selected will appear in the results.

26.  Click Next to specify Search Engine options

27.  Click Finish

1. Edit the Fields on a Client Search Form
2. Create Client Fields
3. Allocate content in Location
4. Optimise content for Search Engines
5. Create Client Fields
6. Create Client Tabs
7. Create Client Groups