Forms are used to collect information from travelers before and after booking. They help you gather the required details and prepare for the tour.
Forms are managed at the tour level and apply to all departures of that tour.
Checkout form
The checkout form is shown to travelers during the booking process.
It is used to collect essential booking and traveler details.
Adding or editing the checkout form
Open the tour you want to configure.
In the left-hand menu, go to Booking → Forms (1).
Open the Checkout Form tab.
Add field (2), edit, reorder, or remove fields as needed.
Notes:
Only fields marked in dark gray can be reordered.
Only enabled fields are shown to travelers.
Fields can be marked as required or optional (the required toggle is off).
Standard and custom fields
The checkout form includes standard fields:
First name, Last name, and Email are always included and cannot be removed.
Other standard fields can be enabled or disabled.
You can also add custom fields (for example, booking notes or additional questions) to collect extra information from travelers.
Post-checkout forms
Post-checkout forms are used to collect information after the booking is completed, such as passport details, arrival details, medical forms, or feedback surveys.
Adding a post-checkout form
Open the tour you want to configure.
In the left-hand menu, go to Booking → Forms (1).
Open the Post-Checkout Forms tab (2).
Click Add form.
Configure the form settings (see table below).
Add and configure fields for the form.
You can create multiple post-checkout forms for the same tour.
Post-checkout form settings
Name | The name of the form (required). Used to identify it in the back office. |
Due date | When the reminder email should be sent to travelers. Set as a number of days before or after a reference point: |
Post-checkout forms are visible to travelers in their portal as soon as the booking is confirmed — regardless of the configured due date. The due date only controls when the reminder email is sent.
On the due date, travelers receive an email — "Action Required: Your [Tour Name] Details Are Due Soon" — with a direct link to the form. Each form reminder is sent once.
Field settings
Field settings work the same for checkout and post-checkout forms.
Question | The text shown to travelers — the question they will answer. |
Type | Defines how travelers provide their answer. Supported types: text, email, phone number, date, single select, multi-select, file upload, list of countries. |
Placeholder text (optional) | Helper text shown inside the field to guide travelers on what to enter. |
Note (optional) | Additional information displayed below the field to provide context or instructions. |
Field width | 50% (Half width) – the field takes half of the row; can appear alone or next to another 50% field. |
Editing and deleting forms
⚠️ Important
Form changes only apply to future bookings. Bookings that already exist keep the form as it was at the time of booking.
If you edit a form field:
The change applies to new bookings only.
Existing bookings keep the original form structure and any submitted answers.
If you delete a field:
The field is removed from the tour form and will no longer appear in new bookings.
Existing bookings retain the field and all previously submitted responses.
If you add a new post-checkout form:
The form is added to the tour and applies to new bookings only.
Existing bookings are not updated.
If you delete an entire post-checkout form:
The form is removed from the tour.
Existing bookings retain their copy of the form and submitted responses.