Booking Fields
Configure which fields are collected from clients and participants during the booking process.
Booking fields let you control what information is collected from customers when they make a booking. You can configure separate field sets for the main client (the person making the booking) and for individual participants (the people going on the trip).
How It Works
Each field can be individually enabled or disabled, and you can mark fields as required. When a customer books through the public portal, they see only the fields you have enabled. Required fields must be filled in before the booking can be completed.
There are two field collections:
| Collection | Who It Applies To |
|---|---|
| Client Fields | The main contact person making the booking |
| Participant Fields | Each individual participant on the trip |
Common Tasks
Enabling a Field
- Navigate to Settings > Booking Fields
- Find the field in the client or participant section
- Toggle it on
- Optionally mark it as required
- Save your changes
Making a Field Required
- Navigate to Settings > Booking Fields
- Enable the field if it isn't already
- Check the required option
- Save your changes
Required fields are enforced in the public booking portal — customers cannot complete their booking without filling them in.
How It Connects
- Orders > Clients — Client field data collected during booking appears on the client record attached to the order.
- Orders > Groups — Participant field data is stored with each participant in the group.