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How to add additional booking fields to options

in BookingsInventory Tags: Edit Options

If you need extra information for a booking that doesn’t need to be filled out for each guest, you can create Primary Forms.

1. Navigate to the option’s edit page.

2. Under Booking Fields, click Add Primary Forms.

3. This brings up the Add New Primary Form window.

4. Configure your primary form.

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If you want to copy an existing form, select it and click Load (1). Otherwise, select the field type you want to use (2).

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  • Short text – a small blank text-entry field
  • Checkbox – a box the customer can either check or leave unchecked
  • Dropdown – A dropdown list from which your customer can make one selection from the options you configure.
  • Multiple Choice – a list from which your customer can choose multiple selections from the options you configure.
  • Large Text Area – a large blank text-entry field.
  • Price Checkbox – a checkbox that lets customers select optional add-ons that will adjust the booking’s total by the amount you enter in the Price field.

Enter the field’s title, which will appear to the left of the form (3).

Enter instructions (4). These can tell your customer what they’re being asked to fill out in more detail.

Toggle whether the field should be required or not (5).

Configure any additional options, depending on your field type (6).

Look over the form preview to make sure it displays how you intend (7).

Click Add Field (8).

 
You can organize the order your primary forms will appear by dragging the arrow to the left of the form.

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You can delete a primary form by clicking the X to the right of the form.

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Click Save Changes when you finish adding fields.

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