Breadcrumbs

Guest List and Order Fields

Guest Lists and Order Fields enable you to collect information from your customers both during the booking process and after a booking is made.

Guest List Field: Gathers information about each individual guest separately during the booking process.

Order Field: Captures information that applies to the entire booking, rather than individual guests.

Step 1: Create a Guest List or Order Field

  1. Navigate to Products → Booking Dialogue → Guest List Fields or Order Fields.

  2. Click Create.

  3. Enter the Field Name.

  4. Select the Field Type.

    1. Text: A single-line field for brief inputs, such as a name or short response.

    2. Textarea: A multi-line field for longer responses or detailed information.

    3. Checkbox: A selection field that allows a yes/no or true/false answer.

  5. Click Create.

You can also create new fields directly from a products page:

  1. Navigate to the product (Products → Product → Select the one you’d like to edit).

  2. Select the Questions tab.

  3. Select Register a new Order Field or Register a new Guest List Field.

  4. Follow steps 3-5 above.

Step 2: Add a Guest List or Order Field to a Product

  1. Navigate to a product (Products → Product → Select the one you’d like to edit).

  2. Select the Questions tab.

  3. Toggle on Activate Order Fields and/or Activate Guest Lists.

  4. Under the Show column, toggle on Screenshot 2025-03-07 at 16.15.24.png the fields you’d like use for this product.

  5. Toggle Mandatory Upon Booking:

    1. Toggled On: Guests will be required to complete the field to complete the booking.

    2. Toggled Off: The field will be optional.

  6. Toggle After Booking:

    1. Toggled On: Enables the guest to edit this information after the booking is completed.

    2. Toggle Off: The guest will not be able to edit the information after booking.

  7. Your actions are saved automatically.

Collect Information After a Booking is Made

Use Product Notifications to collect information from your customers via email after a booking has been completed.

  1. Ensure the field has After Booking toggled on (See step 6 above).

  2. Create or update a product notification. Learn how here: Create a Product Notification

  3. In the body of the email, instruct your customer to click the button in the email to view their order, then to click “Guest list” to update their information.

View Guest List and Order Information

  1. Navigate to the Project/tour by going to Calendar → Month → selecting the project you want to view.

  2. In the left sidebar, scroll down to Guestlist.

  1. Select the Show Screenshot 2025-10-21 at 16.03.28.png button to view the guest list.

  2. Click the Select columns Screenshot 2025-10-21 at 14.56.36.png button in the top right corner, to select which fields to show or hide.

    1. This lets each user role (e.g Staff) customize their view to what is most relevant.

  3. Once the columns are selected, click Save as preset - you can e.g. call the preset Staff (name + phone only) or Admin (all details). Presets can be reused anytime.

  4. Export your filtered guest list view by clicking the Export Screenshot 2025-10-21 at 16.08.25.png button, and choosing if you want the file exported as a PDF, XLSX (Excel) or CSV file.

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