The booking form
Choose which details you need about each traveller and add your own questions to the booking form.
How-to guide2 min read
Every booking asks for the lead traveller's email address, and the first and last name of everyone travelling. Open the trip, then Booking form, to choose what else to ask for that trip. Editors and Admins can change it.
Travellers per booking
Under Travellers per booking, set the Fewest per booking and Most per booking. Up to 24 travellers can book together.
Details about each traveller
Under About each traveller, switch on the details you need from every traveller. New trips ask for dietary needs to start with.
| Detail | When you need it |
|---|---|
| Date of birth | Age limits, insurance or hotel lists. |
| Nationality | Visa checks and border crossings. |
| Passport number | Flights, ferries or hotels that ask for it. |
| Phone number | Reaching people during the trip. |
| Home address | Invoices or posting documents. |
| Dietary needs | Meals included in the trip. |
| Emergency contact | Someone to call if anything happens. |
Details you switch on are required, apart from dietary needs, which travellers can leave empty when they have none. When your team books for someone, nothing is required, so you can fill in the rest later.
Your own questions
Under Your own questions, select Add a question for anything else, such as "Have you walked in the mountains before?" or "What is your boot size?". Add “How did you hear about us?” adds that question with common choices filled in. A trip can have up to 40 questions; drag them to change the order. A preview shows what travellers see.
| Kind | Travellers answer with |
|---|---|
| Short answer | A line of text. |
| Long answer | A few sentences. |
| Choose one | One of the Choices you list, such as 38, 39 and 40. |
| Tick box | A tick, such as "I can swim". |
| Date | A date. |
Choose the Kind of answer for each Question, then:
- Must be answered: the booking can't be sent without an answer. A required tick box must be ticked, so use it for things travellers must confirm. When your team books for someone, answers aren't required.
- Ask each traveller: asked once per traveller instead of once per booking. Boot size is per traveller; "How did you hear about us?" is once per booking.
Where the answers go
Answers are on the booking, and per-traveller answers are in the departure's traveller list, which you can download. See Reports and traveller lists.
Changing the form only affects new bookings. Answers already given stay as they were.
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