How To Modify the Booking Fields

Overview

The Booking Info tab will contain fields and questions which you include on your Booking Form to obtain details of the Customer, including;

• Contact Details
• Special Requirements
• Marketing Information such as How did you hear about us?

Additionally, questions can now be marked mandatory for:

• Agents in the Marketplace - Agent Bookings
• Internally for staff - Internal Orders

You will find the Booking Info tab within a products setup page.

Ask once per Order

These are questions for the main contact, or person making the booking online, and would usually include billing & address details, contact details, and other marketing-related information.

• Online Bookings: Ticking this option will show the question online to customers booking directly on your booking form. Mandatory will for the question to be answered.
• Agent Bookings: Ticking this option will show the question to Agents/Resellers booking in the Marketplace. Mandatory will for the question to be answered.

Ask for each Participant

These are questions relating to each person in attendance, where you can gather information like meal and dietary requirements.

• Online Bookings: Ticking this option will show the question online to customers booking directly on your booking form. Mandatory will for the question to be answered.
• Agent Bookings: Ticking this option will show the question to Agents/Resellers booking in the Marketplace. Mandatory will for the question to be answered.

Custom Fields

You're able to obtain even further information, from both the Customer making the booking and each person attending the Tour & Activity including:

• Special Dietary requirements
• Specific Pick Up locations
• Current Accommodation and Hotel locations

1. Drag and drop into a preferred order

2. Set the Display and Mandatory options accordingly

Important: Removing custom fields will remove the field from all Products. If you want to hide a particular question from a Product, simply untick the boxes.

Custom Field Types

There are several options for setting up your Custom Fields:

• Text - allows your customers to provide their own free text answers.
• List - allows your customers to choose an answer that you've provided, creates a drop down box.

Important: Make sure there are no line breaks when enter your List options.

• Checkbox - allows your customers check a box as an answer to your question.
• Multi-line text - allows your customers to provide an extended answer.
• Inline text (read only) - displays bold text within the Rezdy check out page e.g. Disclaimers. There is a 200 Character Limit.
• Multi-Line text (read only) - displays a scrollable window within the Rezdy check out page e.g. Disclaimers and Terms & Conditions
• Hidden Field (read-only): This value will be visible in reports, but will not appear to customers or staff creating orders