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Booking field workarounds

Learn how to use booking form fields to suit your specific needs.

Anni avatar
Written by Anni
Updated over a week ago

At times, Bookwhen’s booking fields may not provide the exact functionality you need. Below are 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, you ask the question "Do you have any dietary restrictions?":

Booking form setup with arrow pointing at the Field data type - yes or no option.

You can then set up subsequent fields to appear conditionally. For example:

  • If the answer is “Yes,” you can use the Multiple choice - select from list option to prompt: “Please select your dietary restrictions from the options below. If you answered "no", please select N/A.”

For example:

Booking field setup with arrow pointing at the field data type drop-down box, with 'multiple choice - select from list' option selected.

Double-check that the fields appear in the correct order for your customers. To do this, select the Booking form tab of your entry, then Select and reorder fields under. Field options:

Booking form tab with arrow pointing at the 'Select & reorder fields' option.

Then drag and drop the fields using the 3-line icon next to each field:

Select and reorder fields section with arrow pointing at the hamburger lines next to a field, showing users where to click and hold to drag and drop each field into the correct order.

It's a good idea to make each field mandatory to ensure that each attendee fills out each question. If you do, it's important to add an 'N/A' option or something similar, so those who answer 'no' can skip it.

This is how it would appear for customers checking out:

Checkout example highlighting how fields are layed out.


Uploads

If you need to collect files or digital signatures from customers, create a booking field that includes a link to a third-party provider that facilitates uploads or captures digital signatures.

Creating hyperlinks

To create hyperlinks within your booking form fields, use the format [text](webpage). This allows you to 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 be displayed to customers, while the URL within the parentheses () is the link destination.

Field creation screen with arrow pointing in the 'Additional help text' field, showing the completed code that users need to add to create a hyperlink.

This is how it would appear to customers during checkout:

Checkout example showing hyperlinked text underneath the attendee field.


Confirm eligibility

When creating your event, you might set an age restriction (e.g., “This event is suitable for ages 18 and over”). However, it's important to note that these restrictions are not enforced during the booking process.

To ensure compliance, consider adding a checkbox for customers to confirm their age.

For example, you may use verification text such as: "I confirm that I am 18 years old or older", select Check box from the Field data type and ensure it's set as an Attendee field:

Booking field edit screen with the 'Field label', 'Field data type' and 'What does this information relate to?' fields highlighted.

As the Check box - for capturing consent field only applies to the overall booking, it's safer to set this option per attendee to ensure that each person on the booking will confirm this.

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:

Checkout screen highlighted the mandatory checkbox that customers would need to tick to complete their booking.


Notes

You can include a free text field allowing customers to add notes when you require additional information, and you can edit this field as needed.

Customer notes

When creating the field, choose between the Plain text - single line and Plain text - multi line options:

Booking field setup with the 'Plain text - multi line' option selected under the 'Field data type' setting.

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:

Attendee details section of the checkout, highlighted a booking form field names 'Additional details' where bookers can enter 'free text'.

Admin notes

You may also wish to 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:

Booking field setup with the 'Plain text - multi line' option selected under the 'Field data type' setting.

Label the field with something like "For internal use only" to make it clear to customers that they can skip this field when checking out.

You may want to include additional information to clarify this field. Consider adding text like, "This field is for internal use only" or "Please leave this field blank" under the Additional help text field. You can also use "For internal use only" as a placeholder for Example input.

  • While it may seem a bit repetitive, making this field as clear as possible is a good practice.

Then, select the type of field depending on whether you'd like to add notes to each attendee on the booking, the overall booking, or per ticket type.

In this example, it is for the overall booking:

Booking field setup highlighting the different fields users should fill out when setting up, including field label, additional help text and example input.

How this field appears during checkout:

Booking details section during checkout showing the 'For internal use only' field.

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:

Bookings tab with arrow pointing at the 'Search' field, showing users where they can add search information.

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:

Booking page with an arrow pointing at 'Edit details', showing users what to click to edit the customers booking fields.

Add any additional information into the field before selecting Save changes:

Open settings of the booking field within the customer's booking, showing users where they can add information after a booking has been completed.

The updated information will then appear next to the field title:

Booking fields example showing how an internal note booking field with notes looks.

You can edit this field as many times as you like. You may also wish to add it to the attendee list for the event on the day, and export your lists as required.


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