Tourseta has two types of forms:

• Checkout form — shown to the booker before payment to collect essential traveler details.

• Post-checkout forms — sent after booking to gather additional information like arrival details or medical forms.

Both are managed at the Tour Level and apply to all departures of that tour.

Permissions required: Tours → Create, Update

Checkout form

The checkout form is shown to the booker before the payment. It collects essential details about travelers.

How to add a Checkout Form

By default the checkout form includes First Name, Last Name and Email as Customer fields and can't be reordered, deleted or market as optional.

Open the tour you want to configure.
In the left-hand menu, go to Booking → Forms (1).
From Checkout Form, click Add field (2) to add, edit, reorder, or remove fields as needed.

You can add custom fields (for example, booking notes or additional questions) to collect extra information about travelers, reorder them, and mark them as optional or required.

Post-Checkout forms

Post-checkout forms are used to collect information after the booking is completed, such as arrival details, medical forms, or feedback surveys.

How to add a Post-Checkout Form

By default, Post-Checkout forms do not exist. You can create multiple post-checkout forms for the same tour with different settings

Open the tour you want to configure.
In the left-hand menu, go to Booking → Forms (1).
Open the Post-Checkout Forms tab (2) and click Add form (3).
Configure the form settings and Add fields for the form.

Post-Checkout form settings

Name
(Required)

The name of the form. Used to identify the form in the Back Office

and in Customer Portal.

Due date
(Required)

Set up when the reminder email should be sent to the booker. Set as a number of days before or after a reference point:

• Booking date — For forms needed shortly after booking, regardless of the tour date — e.g. 3 days after booking.

• Tour start — For forms with a deadline tied to the departure — e.g. passport details 14 days before tour start.

• Tour end — For post-tour forms like feedback or surveys — e.g. 1 day after tour end.

Post-checkout forms are visible to bookers in their portal as soon as the booking is confirmed. The due date only controls when the reminder email is sent.

On the due date, the booker receives 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.

Field (Required)	One-time field - use if you need to collect information related to the tour only Customer field - use if you need to store your customers' data on the customer profile and reuse it across all their bookings.
Visible to (Required)	All travelers — the field is shown to and filled in for every traveler on the booking. Booker only — the field is shown to and filled in only by the person who made the booking.
Question (Required)	The text shown to travelers (Dietary preferences) — the question they will answer.
Type	Defines how you would like to collect the answers. For example: single selection, multi-selection, or just text.
Placeholder text	Helper text shown inside the field to guide travelers on what to enter. (4)
Notes	Additional information displayed in a frame (3)
Field width (Required)	50% (Half width) – the field takes half of the row; can appear alone or next to another 50% field. (1) 100% (Full width) – the field spans the full row. (2)

Editing and deleting forms

⚠️ Important
If you edit or delete form fields, the changes will apply to all bookings using those forms. For example, if you delete a form at the tour level, it will also be removed from all bookings that have already been made.

How checkout and post-checkout forms work