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Booking questions

Choose what you ask the person booking and each diver, and add your own questions.

Settings → Booking questions is everything you ask when someone books online or you add them in the office. It replaced the old Forms settings.

Questions sit in three groups:

  • Once per booking: asked of the person booking, such as email, phone, date of birth, emergency contact, billing address, special requests and documents.
  • Each person: asked of every diver or participant on the booking, such as certification, number of dives, gear sizes, tank type and the acknowledgments they tick.
  • Client file: kept on the client and filled in by staff on the client's page.

Each question has a switch to turn it on or off, and one line underneath saying who answers it, whether it is required and which activities it applies to. A lock marks a standard question: you can reword it but not delete it.

Add question opens the editor: the Question, its Answer type (text, a date, a checkbox, a dropdown with Choices, and for each person also Tick to agree or a Signature), where it is Asked, Who answers (Customer or Staff only), whether it is Required Online or In the office, and its Activities (All or Choose). A staff-only question is never shown to a customer, so it can't be required online. Staff only is for questions asked of each person.

What a customer answers to your own once-per-booking questions shows on the booking under Booking answers.

Waivers have their own place, Settings → Waivers. The medical questionnaire is switched on for each activity, with Require medical questionnaire.

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