Create a custom booking form to collect important information from your customers as part of the booking process.
By gathering the details you need alongside registration and payment, you'll save time on administration, eliminate the need for separate spreadsheets and reduce the need to follow up with customers after booking.
What is collected by default
At checkout the following fields will be collected by default:
First and Last Name of the person making the booking
Email Address: this will be used to send the confirmation email and tickets to
Phone Number
You will have the option to include the Address fields or disable the Phone Number*.
* For events on the UK site, phone number is mandatory
To deactivate or enable the Address and/or Phone Number fields:
From the Dashboard, under Manage events overview, click on the name of your event
From the left menu, select Additional Information, then Custom Form (Data Collection)
Next to either Address or Phone number, click the toggle to deactivate or activate the required fields
Click Save
You can opt to save this setting to all new events by default:
From the Dashboard, select Events, then Global event settings
Next to the heading Customise checkout page details, use the slide to enable and deactivate Collect address and/or Collect phone number
Click Save
Changes will only apply to new events, existing events will not be affected.
All cloned events will have this this setting applied.
Adding your own fields/questions
Add your own custom questions to collect additional information from customers during the booking process. These questions will appear after ticket selection and before checkout.
Choose from:
Prebuilt Questions
Prebuilt questions are commonly used by event organisers to collect essential attendee information. By default, these questions are asked for each ticket selected during booking.
The following prebuilt questions are available to add to your event:
Question | Answer Type | Description |
Attendee First Name | Short text box | Will pull through to the scanning app and ticket issued by default |
Attendee Last Name | short text box | Will pull through to the scanning app and ticket issued by default |
Dietary Requirements | Dropdown with Multi-selection | Includes the following values: Vegetarian, Vegan, Gluten free, Dairy free, Nut allergy, Other |
Date of Birth | Date | Provides Day, Month, Year dropdown fields |
Age | Number dropdown | Includes numbers 0 - 100 |
Phone Number | Shot text box | Has number validation, only numerical characters can be entered |
Shot text box | Has validation to confirm an email address has been added |
To add a prebuilt question:
From the Dashboard, under Manage events overview, click on the name of your event
From the left menu, select Additional Information, then Custom Form (Data Collection)
Click Add a Prebuilt Question
Next to the question you wish to add, click the slide under the Include. To ensure the customer does not leave the field blank click the slide under Mandatory
Click Save
While these questions come with predefined settings, you can customise them to better suit your event's needs. For instructions, see: Editing the Question Criteria
Custom Questions
Create custom questions tailored to your event or organisation to collect the specific information you need from your customers.
When adding a custom question, you can choose from the following answer types:
Answer Type | Description |
Short text box | A one-line free text field that allows the ticket buyer to enter plain text, up to 200 characters |
Long text box | A multi-line free text field that allows the ticket buyer to enter plain text, 500+ characters |
Yes/No | A drop-down field where the ticket buyer can indicate the response of Yes or No. Option to ask Sub-questions based on the answer provided |
Dropdown | Allows you to create a drop-down field with your own unique values for the ticket buyer to select from. |
Date | A drop-down field for Day, Month and Year |
Checkbox | Small box in which to place a check mark |
Phone | Free text field that allows for numerical characters only |
Free text field which validates whether it the text is in email format |
To add a customer question:
From the Dashboard, under Manage events overview, click on the name of your event
From the left menu, select Additional Information, then Custom Form (Data Collection)
Click Add a Custom Question
Complete all the fields
Question: The question you are asking the ticket buyer
Answer Type: Choose from a range of field types for the ticket buyer to enter in the applicable data
Ask per ticket: Will ask the question for every ticket selected during booking. You will have the option to choose which ticket types this question will be asked for
OR
Ask only once per booking: Will ask the question once for the overall booking regardless of what tickets are selectedMandatory: Indicate whether the field must be completed in order to proceed with the booking
Click Save or Save and Add Another
With your questions saved down, the Custom Form landing page will display all questions. Here you will have the option to Preview how this will look for your customers when booking.
Editing or Removing Questions
Once your questions are saved down you will have the option to:
Change the display order
If you have multiple fields, you can reorder them by:
Click on the reorder tool
Drag and drop the field to the correct position
Click Save
Edit the Question criteria
Whether you are wanting to edit the wording of the question, change the answer type, or change if it is asked 'Per Ticket' or 'Once per booking' you can do so by editing the existing question.
To edit a question:
From the left menu, select Additional Information, then Custom Form (Data Collection)
Next to the Question you wish to edit, click Edit
Make the desired changes, then click Save
If your event has already taken bookings, you will not be able to edit the Answer Type.
Add Headers
If your Form contains multiple questions, you can use Headers to group related questions into sections, making the form easier for customers to navigate.
Headers can also provide additional context or instructions, helping customers understand what's being asked and provide accurate responses.
To add a header:
From the left menu, select Additional Information, then Custom Form (Data Collection)
Next to the Question you want the Header to appear directly above, click Edit
Click the slide next to Include header to enable
Enter in your header using the text editor field
Click Save
How this will show for the customer:
Delete a Question
You can delete a question even if your event has already received bookings. However, deleting a question will also permanently remove all responses collected against it. This action cannot be undone.
To avoid losing valuable data, we recommend either:
Exporting the responses: Run a Report to save the collected data before deleting the question.
Deactivating the question: Change its Status to Inactive to prevent it from appearing in future bookings while retaining previously collected responses. See Deactivate a Custom Form Question.
To delete a Question:
From the left menu, select Additional Information, then Custom Form (Data Collection)
Next to the Question you wish to remove, click Delete
Click Delete on the Confirmation pop-up
Custom Forms Templates
If you run similar events and need to collect the same information across them, Custom Form Templates allow you to reuse questions, saving time and ensuring consistency.
For instructions on creating a template, see Custom Form Templates.
Once you've created a template on your account, you can import it directly from the Custom Forms landing page.
Accessing Data Collected through Custom Forms
You will be able to access the data collected via your Custom Form using your reports.
The reports you can utilise for this purpose are: