Booking question sets allow you to gather additional information from your customers while they are booking online, through the new Online Booking Module 2.0. Previously, PCS support agents were required to make changes to your question sets, but you can now edit and manage the sets from your PCS portal. To get started, go to Admin > Online Booking 2.0 > Booking Question Sets.
NOTE: Question sets created for the classic online booking experience will not carry over, and will need to be created through the Booking Question Sets page.
Booking Question Sets will be shown to the customer after they confirm their booking date, prior to the list of party addons.
Creating Booking Question Sets
When you first access this page, your question sets list will be empty, and you can click 'Create Question Set' to create a new one. On subsequent visits, you can click 'Add Question Set' to get started.
You can start by picking a name for your question set. This name is solely for internal management, and won't be seen by customers. You can click 'Add Question' to create a new question for your set. The Question Title is the question that will be asked to the customer, and you can decide whether you want this question to require an answer or leave it as optional.
There are multiple answer types:
- Small Answer- Freeform answer with a 50 character limit.
- Medium Answer- Freeform answer with a 150 character limit.
- Long Answer- Freeform answer with a 300 character limit.
- Text Area- Freeform answer with a 1000 character limit.
- Radio Button- Multiple choice answer with 10 options allowed. You will need to define the multiple choice answers; customers can select a single choice from the list.
- Checkbox- Multiple choice answer with 10 options allowed. You will need to define the multiple choice answers; customers can select multiple options from the list.
- Drop-Down Selector- Multiple choice answer with 10 options allowed. You will need to define the multiple choice answers; customers can select a single choice from a drop-down menu.
When you have added all of your questions to the set, click 'Save Question Set' to save the changes.
Managing Question Sets
You can re-order the questions in your question set by clicking and dragging the dotted lines beside each question:
If you need to make any changes to the questions within a set, or edit the title, you can click on the three dots above the questions. You can also delete a question set here as well.
NOTE: Question sets can only be deleted if they are not assigned to any parties. If you receive an error while attempting to delete a question set, remove it from any assigned parties first.
Assigning Question Sets
Once you have created a question set, you will want to assign it to one or more parties. Click on 'Assign Question Set' to get started.
You'll see a list of your existing parties, and a dropdown menu to assign the set to them. For each party, you can pick which question set (if any) to assign to it. Make sure to click 'Save Association' when you're finished.
For each question set, you can click on the green box beside its name to see which parties it's assigned to.
Viewing Question Sets on Party Orders
The answers a customer gives for the question set can be found on their order, underneath the party hosts. Click on the dropdown arrow to see the questions and answers. If you need to make any changes to a customer's answers (In case they contact you later to change their mind), you can select 'Edit' to make changes to their answers.
The question set and customer answers will also appear on the customer invoice: