Purchase forms are a type of form that capture data about what a client is buying (rather than a registration form that collects data about the client themselves). Create questions like 'How many people will attend this event?' or 'Do you need catering?'.

At this time, purchase forms can be used to collect information each time a client buys an online facility booking.

1. How to create a purchase form

Purchase forms are created in the Account > Forms tab and are made up exclusively of extra questions. Start by creating a new Purchase form, give it a name and then save. Then, click Add question to add new extra questions and/or select from the list of existing extra questions. You may add or remove extra questions from the purchase form at any time.

2. How to link a purchase form to a facility

For a purchase form to appear when a client adds an online facility booking to their cart, you must link the purchase form(s) to a facility that has Online bookings enabled.

First, click the facility and scroll down to ensure that Online bookings are enabled.

Next, choose which purchase form you want to have appear when an online facility booking is added to the cart. You may still add an adult/child registration form if you want to collect personal data about the participant at step 2 of the checkout.

Finally, verify your online booking settings are in order before you click Save.

3. How to fill out a purchase form in the store

Here's what to expect when a purchase form is linked to a facility with online bookings:

In the store, click the Facility bookings tab (you can rename this tab).
Select the facility to book and then specify your dates. Click Reserve.
Choose one participant for which the registration will be made.
The purchase form questions will be available to answer.
Click Add to cart.

Purchase forms must be completed with each online facility booking, regardless if the participant filled out a purchase form when booking a previous stay. Remember, the form is about the particular purchase, not about the client!

4. How to view completed purchase forms

Purchase form answers can be seen in the facility Calendar, or by exporting the Facility booking details report.

📅 View purchase form answers in the facility Calendar

To view purchase form answers for an online facility booking, go to the Facilities > Calendar subtab and click the booking to pull up the Event details. If a purchase form was completed, you'll see a hyperlink to view the Purchase form answers in a separate window. You can't export purchase form answers from the Calendar.

📄 Export purchase form answers from the Facility Booking Details report

To view and/or export purchase form answers for one or more online facility bookings, go to the Facilities > Overview subtab and click Facility booking details report.

The Facility booking details report provides data on admin bookings (with or without an invoice), contract bookings and online facility bookings. Set your date range, choose to filter by facility and include up to 27 columns of data. To export to Excel, click the download icon. You may include form questions and answers in your export.

5. Frequently Asked Questions

Can I edit the answers on a purchase form?

Not at this time.

Can participants see their answers from a purchase form?