You can collect participant details either:
- during the booking process (the person making the booking will have to provide all the participant details), or
- when waivers are signed - online or in-store with the waiver kiosk. Each participant will provide their own details when signing the waiver if a waiver is required for each participant.
In this article
How to set when to collect participant details
If you want to collect details of participants in a booking, select the Bookeo product you are using from the list below to learn more.
Bookeo Appointments
This section explains how to collect participant details in a Bookeo Appointments account.
For services:
1. Go to Settings>Number of people and people categories
2. In the Participants section, from the Ask for the details of every participant dropdown menu, select:
- never: if you do not want to collect participant details
- at the time of booking: if you want to collect participant details when customers make a booking online (the person making the booking will have to provide their own details as well as the details of all participants)
- when signing the waiver: if you want to collect participant details when they sign their waiver online or in-store (the person making the booking will provide their own details when making the booking online, while each participant will enter theirs when signing their waiver).
Audience waiver settings
If you select to collect participant details when customers sign their waivers, you should ensure that the audience waiver settings require each participant to sign the waiver. If the settings specify that only the main customer is required to sign the waiver, participant details will not be collected.
3. Save
For workshops:
1. Go to Settings>Workshops. Click on a workshop
2. In the Participants section, from the Ask for the details of every participant dropdown menu, select:
- never: if you do not want to collect participant details
- at the time of booking: if you want to collect participant details when customers make a booking online (the person making the booking will have to provide their own details as well as the details of all participants)
- when signing the waiver: if you want to collect participant details when they sign their waiver online or in-store (the person making the booking will provide their own details when making the booking online, while each participant will enter theirs when signing their waiver).
Audience waiver settings
If you select to collect participant details when customers sign their waivers, you should ensure that the audience waiver settings require each participant to sign the waiver. If the settings specify that only the main customer is required to sign the waiver, participant details will not be collected.
3. Save
Bookeo Classes and Courses
This section explains how to collect participant details in a Bookeo Classes and Courses account.
1. Go to Settings>Classes, courses, events. Click on a class/course/event
2. In the Participants section, from the Ask for the details of every participant dropdown menu, select:
- never: if you do not want to collect participant details
- at the time of booking: if you want to collect participant details when customers make a booking online (the person making the booking will have to provide their own details as well as the details of all participants)
- when signing the waiver: if you want to collect participant details when they sign their waiver online or in-store (the person making the booking will provide their own details when making the booking online, while each participant will enter theirs when signing their waiver).
Audience waiver settings
If you select to collect participant details when customers sign their waivers, you should ensure that the audience waiver settings require each participant to sign the waiver. If the settings specify that only the main customer is required to sign the waiver, participant details will not be collected.
3. Save
Bookeo Tours and Activities
This section explains how to collect participant details in a Bookeo Tours and Activities account.
1. Go to Settings>Tours/activities. Click on a tour/activity
2. In the Participants section, from the Ask for the details of every participant dropdown menu, select:
- never: if you do not want to collect participant details
- at the time of booking: if you want to collect participant details when customers make a booking online (the person making the booking will have to provide their own details as well as the details of all participants)
- when signing the waiver: if you want to collect participant details when they sign their waiver online or in-store (the person making the booking will provide their own details when making the booking online, while each participant will enter theirs when signing their waiver).
Audience waiver settings
If you select to collect participant details when customers sign their waivers, you should ensure that the audience waiver settings require each participant to sign the waiver. If the settings specify that only the main customer is required to sign the waiver, participant details will not be collected.
3. Save
Collecting participant details when customers make a booking
If you choose to collect participant details at the time of booking, the person making the booking will be required to provide all participant information when making a booking online.
When you select this option, you can also set the default participant. Click here to learn more.
Collecting participant details when they sign their waiver
If you choose to collect participant details during the waiver signing process, the customer making the booking will only need to provide their own details when making a booking online.
Each participant will then be required to enter their own details when signing the waiver, which can be completed online before the visit or in-store using the waiver kiosk. When signing a waiver, all standard and custom fields will be displayed before all the waiver elements.
Participant details during waiver signing are automatically synced to your dashboard
Once a waiver is submitted, participant standard and custom fields collected during waiver signing are automatically synced to your dashboard. The information will populate the relevant participant fields, show under the Customer tab in the booking, and be saved to the participant’s profile.
You can optionally select to include participant information at the top of the printed waiver. Click here to learn more.
Not collecting participant details
You also have the option not to collect participant details. In this case, only the information of the main customer (the person making the booking) will be collected.