Learn how to create and edit field to get the information you need from your customers upon booking.
When a customers books through the system, you can choose to add extra information fiends, such as more detailed contact information, information about allergies or more specific information regarding every participant in the booking.
Example of a booking experience that have the standard fields (marked with a one(1)) and extra fields (marked with a two(2)).
Standard field when booking
Open Settings > Bookings via the menu. Scroll to the section Default booking field. The customer has to enter they name when booking, the rest of the fields (last name, email, phone number and nationality) can be set visible or required upon your choice.
Change visibility for different fields
The status (visible/not visible, required/not required) of a field can be changed by selecting or deselecting the checkbox. A field can be visible and not required, but can never be required and not visible. A field will therefore automatically be visible when required is selected.
You can decide whether a field should be visible/required for only customer/staff, or both. The staff will always have an optional comment field when booking, to for example be able to note things necessary to know about the customer.
Don't forget to save your changes!
Additional booking information
Whilst default fields when booking are linked to every booking, additional booking information is linked to the products that the customer has booked.
Open the product you want to edit and open the tab Additional booking information.
You can choose if a field should apply for the booking (Ask once per booking) or per participant (Ask once per participants)
Create a new field
Click the button "Create new field"
Select what data type the field should have
Single line/Multi line text - user may enter information in text form.
Checkbox - user can accept an option that you have specified (e.g "I am 17 years old).
Dropdown-list - user gets to choose between what you have specified.
Check-lista - user can choose between one or more options you have specified.
Date - user specify a date.
Time - user can specify time.
Enter the Tag for the field (e.g registration number for the data type single line text.
If you want to use Dropdown-list or Check-list, you have to specify options to be chosen between. Once you have written an option, press eneter, and you may add more.
Add help text. Help text is to clarify for the user what they should enter in the field.
Click on Save.
Note! If you offer your booking experience in multiple languages, your tag and the help-text has to be written in each language.
Example of how a field can look.
Tip! You can preview the information field at the top of the editor (marked with the purple arrow above) before you save.
Add a new field
The field you created has been added to the tab in which you were, "per booking" or "per participant". If you would like to change this, or add another already created field to your product, follow these steps.
Choose whether the field should be added in per booking or per participants by opening the tabs.
Click on the plus-symbol for the field you would like to add.
Then, choose whether the field should be visible/required for customer and/or staff.
Click on Save.
Should the field be added to per booking, or per participants?
Example of a field that should apply per booking is "I agree that everyone are above 18 years old".
Examples of a fields that should apply per participants are their name, height or weight.
Change field and order
If you would like to change in which order the fields are to be filled, rearrange the order by clicking and dragging the arrows. Don't forget to save.
See the information in a booking
Open the booking, either through Manifest or Orders in the menu.
The information from the default fields are shown in the area with the heading customer, and the information from the additional fields are shown under the same heading.
Change the additional booking information in a booking
If a booking for example changes due to a change of the amount of participants, or if the product where the information is asked for is added or removed, any additional fields have to be updated.
Make the changes in the booking system (change the amount of participants, add/remove produkts etc.)
Click "Change" in the section for Additional booking information.
Click on "Synchronise fields with the products of the booking".
If the number of participants have increased or a product has been removed, the system will automatically remove the fields linked to those participants/products. Make sure to update the fields that are left to make sure they are correct.
Click on Save! 🔒
Now you know all about adding additional booking information! 🙌