Use forms in Venue Manager

In this video, you'll learn how to capture additional details for bookings by using Rollers' form features.

In this example, we've created a party form.

This party form is used to capture additional details for parties that are purchased online.

You can configure these fields to show in the checkout or show in the confirmation email.

In this example, we're gonna show you how it will look when form details are captured in the online checkout.

When a guest is navigating through the online checkout and a product has been connected to a form, we're still going to capture the normal details like first name, last name, email address, contact number.

But we're also going to capture the child's name, age, and dietary requirements.

When the guest successfully completes that booking, it will be sent to Venue Manager.

Next, open the booking in Venue Manager.

Then navigate to the documents tab.

You'll see that there is now a party form connected to this booking.

We can open that form and see the details that were submitted online without having to call the customer up to capture those details.

If you're creating a new booking, you can capture form details manually.

In this example, we're going to create a new party booking.

From here, you can go to the documents tab and select add forms.

Select the party form and then manually add in the details to complete the form.

This form information will be stored against the booking in Venue Manager.

It will also be accessible at POS when staff are checking in those guests.