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Booking forms

Gather consent, dietary requirements and other information about your customers with customisable booking form fields

Anni avatar
Written by Anni
Updated over a month ago

To enhance your customers' experience, you can collect specific details using our customisable booking forms.

This article covers:


Overview

By default, we will automatically ask your customers for three pieces of information when booking. These are known as "system fields":

  1. Booker's email address (for all automated emails )

  2. Attendee's full name

  3. Attendee's email address (unless you have indicated that attendees will be children)

You can remove system fields from your booking form, but it will impact your booking view.

For example:

✨ Once you've established your first booking form, we will use it by default for any new entries you create.


Creating a new field:

Select Booking fields from the left-hand dashboard on your account, then Create a field:

Booking field screen with arrow pointing at the 'Create a field' button.

Then select Field type and Data type before selecting Continue:

Create booking field pop-up showing field and data types.

The information you can provide will depend on the Field type and Data type you selected. For example, if you select Attendee details and Plain text - Single-line, the following fields will appear:

Attendee, Plain text - Single-line field setup.

  • Field question: This will show as the title of the field during checkout.

    • For example, "Any dietary requirements?"

  • Additional details: You can add more information regarding the booking field that may be useful for customers.

    • For example, "Please state your requirements in as much detail as possible so we can best accommodate you. We will be in touch if we have any further questions."

  • Placeholder text: This will show as an example text input, which can be useful for customers who may be unsure how to answer.

    • For example, "Pescatarian, allergic to dairy, etc."

  • Attachment: Upload an attachment for the field that may be useful or required for customers to acquire to attend the event.

Once you're done, select Create field to save and create your field.


Editing a booking form on an entry

To edit your booking form for an entry, select your entry, then Edit entry:

Select the Booking form tab and review the Field options in the bottom right:

Booking form tab on an entry highlighting the Field options section

You can reorder the fields and make them mandatory for this entry only.


Select & reorder fields

Use this option to add, remove or reorder the fields in your booking form. Once selected, you can use the "+" and "-" signs to add or remove them from this form:

This setting is helpful if you need to make the booking form according to the entry, as any reordering done here does not apply to other entries (only the dates/times within the entry you are editing).

✨ Remember to select Save form to save your changes.


Set mandatory fields

Use this option to make fields mandatory, meaning your customers must complete them to complete their booking.

Once selected, tick/untick the fields that you'd like to make mandatory/make un-mandatory before selecting Update:


Adding or removing a field from all entries 

If you'd like to add or remove a particular field from all entries, select Settings from the left-hand menu of your account, then Booking fields.

Select the three dots next to the field, then Edit field:

Booking field screen with arrow pointing at the 'Edit field' option within the three-dot menu of the booking field

Scroll down to the bottom of the screen to Restrictions, where you can choose the action you'd like to take.

For example, the bin icon 🗑️ to remove it, or Add to all entries to add it:

Booking field screen with arrow pointing at the Restrictions section.

💡 Please note: Once selected, this will take immediate effect.


Deleting a field

To delete a field (and not just remove it from the entry), select the three dots next to the field, then Edit field:

Booking field screen with arrow pointing at the 'Delete field' option within the three-dot menu of the booking field


Booking field data types

When creating/editing an entry, you can choose how you'd like to capture the information using the Field data type option:

Booking field creation screen showing the Data type drop-down options

The options that appear will depend on the Field type, however, below is an overview of all options:

  • Plain text - Single-line: Provides your customers one line to respond in plain text.

    • This is helpful to respond to questions that require answers of only 1-5 words, e.g. "Full name"

  • Plain text - Single-line - Validated: The validated option provides your customers one line to respond in plain text with a specific response requirement.

    • This is helpful if you need a specific response, such as only numbers or letters.

  • Plain text - Multi-line: Provides your customers multiple lines to respond in plain text.

    • This is helpful when you require a little more information from your customers, e.g. "Please provide your feedback on the ease of the booking process"

  • Check box: A question your customers can answer by checking a box.

    • e.g. "Please check this box if you wish to borrow a yoga mat"

  • Check box - For capturing consent: For questions of consent. Once a consent field is created and used by a customer, they or you (as the admin) cannot change this.

    • e.g. "Do you consent to your picture being taken when participating".

  • Yes/No option: Provides your customers with a 'yes' or 'no' option to answer.

    • e.g. "Is this your first time attending this event?"

  • Date selection: Your customers can select a date from a calendar to answer the question.

    • e.g. "Please indicate the date when you qualified to participate in this event"

  • Dropdown list: For customers to select an answer from several pre-determined options.

    • e.g. "Would you describe your ability for this activity as beginner, intermediate, or expert?"

  • Multiple choice - Select one only: For customers to select only one answer from several pre-determined checkbox list options.

  • Multiple choice - List: Customers have the option to select multiple answers from several pre-determined checkbox list options.

  • Website link (URL): For website address formatted answers only.

    • e.g. "What website are you visiting from?"

  • Email address: For email address formatted answers only.

    • e.g. "Please provide your email address"

  • Phone number: For phone number formatted answers only.

    • e.g. "Please provide your contact telephone number"

  • Address: For address formatted answers only.

    • e.g. "Please provide your home address"

✨ You can use information you have gathered from your Booking Form fields to engage with your customers using the Customer List.


System Fields

A system field is a field that appears prominently throughout the system and cannot be amended to collect data other than what is specified.

We currently have three types of system fields:

  • Attendee name

  • Attendee email

  • Child attendee (i.e. "Is this attendee a child?")


💬 Any questions or feedback? There are two ways to get in touch:

Thank you! 🕺

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