Sometimes, Bookwhen’s booking fields may not provide the functionality you need. This article explains some common workarounds to help you tailor your booking process to fit your requirements.
This article covers:
Conditional fields
Use the 'Yes/No' field for your initial question to create dynamic questions based on user responses:
For example: "Do you have any dietary restrictions?".
Then, add a Multiple-Choice - List field with options for customers who answer "yes."
For example, “Please select your dietary restrictions from the options below. If you answered "no, "please select N/A.”
Then, double-check that the fields appear in the correct order for your customers. To do this, open your entry, select the Booking form tab, scroll down to Field options and select Select and reorder fields:
Drag and drop the fields using the 3-line icon next to each field:
It's a good idea to make each field mandatory to ensure each attendee fills out each question. If you do, adding a 'N/A' option or something similar is important so those who answer 'no' can skip it.
Below is an example of how it would appear for customers checking out:
Uploads
You can create a booking field with a link to a third-party service that supports uploads or digital signatures to collect files or digital signatures from customers.
Creating hyperlinks
To create hyperlinks within your booking form fields, use the format [text](webpage)
.
This lets you provide clickable links for more information or resources directly within the form.
For example, to hyperlink 'Cancellation & Refund Policy' to a specific URL, use the following code:
[Cancellation & Refund Policy](https://bookwhen.com/terms)
In this format, the text within the square brackets [] will appear to customers, while the URL within the parentheses () is the link destination.
Below is how it would appear to customers during checkout:
Confirm eligibility
You can include an age restriction when setting up your event, such as "This event is suitable for ages 18 and over." However, these restrictions aren’t automatically enforced during the booking process.
To ensure customers meet the age requirement, you can add a checkbox for them to confirm their age. For example, use verification text like "I confirm that I am 18 years old or older", select Checkbox as the Data type, and set it as an Attendee field.
You can then make this field mandatory within each entry, ensuring each customer fills it out to complete their booking.
This is how it would appear to customers during checkout:
Notes
You can include a free text field allowing customers to add notes when you require additional information. You (as the admin) can also edit this field as needed.
Customer notes
When creating the field, choose between the Plain text - Single-line and Plain text - Multi-line options:
Your choice will depend on how much information you need to obtain, and it's a good idea to remind customers not to include any sensitive information.
How the Plain text - Multi-line option would appear to customers during checkout:
Admin notes
You may also use the booking field as a workaround for internal notes. To do this, select either the Plain text - Single-line and Plain text - Multi-line option when creating the field:
You can include additional information to clarify this field. Add text like, "This field is for internal use only" or "Please leave this field blank" under the Additional details field. You can also add "For internal use only" under Placeholder text.
While it may seem repetitive, clarifying this field is a good practice.
How this field appears during checkout:
You (the admin) can then add notes to the field after the booking is made.
To do this, you'll need to locate the booking by selecting Bookings from the left-hand dashboard menu, then searching for your booking using the list, or add information into the Search field and select the Search button to generate your results:
Once you have found the booking, select the hyperlinked booking reference to open it.
The field will appear next to the area where it applies, i.e. next to the attendee (if an attendee field) etc.
In this example, the field was a booking field, meaning it will sit under the Booking fields section of the booking. To edit the field, select Edit details:
Add any additional information into the field before selecting Save changes:
The updated information will then appear next to the field title:
You can edit this field as many times as you like. On the day of the event, you may also wish to add it to the attendee list and export your lists as required.
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