Collect customer and attendee information at checkout

Use this to ask customers for extra details during booking — dietary requirements, dates of birth, photos, or anything else your operation needs — and to control whether each answer is collected once per order, once per attendee, or once per contact.

Checkout question editor with field type and mapping controls — Define the information collected from customers or attendees before attaching it to an offer.

Before you start

Decide:

which details you need and which are optional
which answers apply to the whole order and which apply to each person attending
which offers should ask which questions

You need permission to manage form sections and edit offers.

Create questions

In the back office, open Settings > Questions and create a question. The page title is Create new question.
Enter the Question label customers will see, for example "Dietary requirements".
Select the Answer type. Available types include Text, Textarea, Email, Telephone number, Date, Date of birth, First name, Last name, Checkbox, Select field, Radio field, File attachment, and ID Photo.
For Select field and Radio field, add the Options customers choose from. Options on a checkbox question allow multiple selections.
Turn on Required when customers must answer before continuing.

Use First name and Last name instead of plain text questions when the answer is the attendee's name — those answers identify the attendee in lists and search.

Group questions into form sections

Open Settings > Form Sections and create a section. The page title is Create new form section.
Enter the Title shown above the group of questions.
Select the Input scope — this is the order-level versus attendee-level decision:

Per attendee — asked once for each person attending.
Per booking — asked once for the whole order.
Per contact — asked once per customer.

Select Required by stage to control when required answers must be completed, for example Before payment.
Under Manage questions, add questions from the available list and order them.

A form section is shared: changing it in settings updates it everywhere it is used.

Attach the form section to an offer

Open the offer under Services and select the Data collection tab.
Select Assign form section to reuse a section you already configured, or Add new form section to build one in place.
Save the tab.

Removing a section from an offer does not delete it; it stays available in Settings.

Where the answers appear

Open Sales > Attendees and select an attendee. The Additional information tab shows the answers, grouped into Booking Information and Participant Information, with an Edit response action for staff corrections.
The attendee list marks records that have additional booking or participant information.
Staff-created orders in the back office step through the same forms during booking.

Expected result

Checkout asks the configured questions at the configured scope, customers cannot skip required answers past the selected stage, and staff can read and correct every answer on the attendee record.

Troubleshooting

Problem	What to check
Questions do not appear at checkout	The section is assigned on the offer's Data collection tab and the section is not archived.
A question is asked once instead of per person	The form section's Input scope is Per attendee, not Per booking.
Customers get stuck at checkout	Which questions are Required and the section's Required by stage setting.
An answer is missing on the attendee	Whether the question is order-level; order-level answers appear under Booking Information.

If your account uses the simple form

Accounts without form sections see a simpler Data collection tab on the offer with an Additional customer information list: each entry has a Name, an Answer type of Text or Attachment, a Collect this information per choice of Booking or Attendee, and a Must answer switch. The answers appear on the attendee record in the same way.