BookingLive: Online Booking System

How to create participant templates

  1. Go to ADMIN > DATA > PARTICIPANT TEMPLATE
  2. Click on "Create Participant Template" button
  3. Fill in the name, (minimum and maximum age are optional) and click the ADD button

  4. Item
    Description

    Name

    The name of the template
    Minimum Age (Optional) The minimum age someone can be for the template
    Maximum Age (Optional) The maximum age someone can be for the template
    Display Name The name shown on the billing process
    Is As Above Tick if you want a checkbox to allow automatic copy from the purchaser template
    Only Require One Limits the number of participant templates shown to one, if multiple booking items are purchased
    Use Purchaser Details Tick this if you want the participant template to automatically use all the purchaser information available. If this is ticked, there is no requirement to add template items. You man however add a LiteralField to the template to inform users their purchaser details are being used.
    PreRequisites Add any prerequisites you want to show when this template is used

  5. Go into the 'Participant Template Item' [tab]
  6. Click Add Participant Template Item and add the fields you require

 

Item Reference

To assist you in creating the purchaser template, each item is described below with our setup recommendation.

Item
Description
Recommended

Social Title

The social title of the participant eg Mr, Mrs, etc
Y
First name
The first name of the participant
Y
Surname
The surname of the participant Y
DOB The date of birth of the participant
N
Telephone The telephone number of the participant N
MobileTelephone The mobile phone number of the participant Y
TelephoneOther An extra phone number of the participant N
DietryRequirements The dietry requirements of the participant N
MedicalConditions The medical conditions of the participant N
Email The email address of the participant Y
PostCode The postcode of the participant N
Address The address of the participant N
Country The country of the participant N
Number Places a text field to capture a Number. N
Unit Places a text field to capture the Unit. N
VRM Places a text field to capture the VRM number. N
Nationality The nationality of the participant N
ShoeSize The shoe size of the participant N
Weight The weight of the participant N
Height The height of the participant N
Aspirations Places a text area to capture aspirations. N
Notes Any notes the participant wishes to give N
EmergencyContact The emergency contact of the participant N
InsuranceDetails The insurance details of the participant N
FlightDetails The flight details of the participant N
PassportDetails The passport details of the participant N
LookupParticipant Places a button on the page when making an admin booking to show all previous participants for that email address. N
CustomOne Can be used for custom drop downs eg 'Label:option1,option2' N
CustomTwo Can be used for custom drop downs eg 'Label:option1,option2' N
CustomThree Can be used for custom drop downs eg 'Label:option1,option2' N
CustomFour Can be used for custom drop downs eg 'Label:option1,option2' N
CustomFive Can be used for custom drop downs eg 'Label:option1,option2' N
ProofOfAgeUpload N.A N
SchoolName The name of the school the participant goes to N
Gender The gender of the participant N
EthnicOrigin The ethnic origin of the participant N
SpecialNeeds The special needs of the participant N
DoctorDetails The details of the participant's doctor N
PhotoPermission Gives a checkbox to capture photographs of the participant on the day of the activity. N

 

Item Reference Options

To assist you in creating the purchaser template, each item is described below with our setup recommendation.

Option
Description

Show on Billing Page

This will show the item on the billing page (stage 3 of booking)
Show On Summary
This will show the item on the booking summary. Note: you need to add a new config setting.
Show On Manifest This will show the item on the manifest
Is Required This will make the item a mandatory field on the billing page
Ignore Previous Participant When participant is looked up it doesn't use the value from the previous save - e.g. where photo permission is asked for each time, instead of say first name.
Is Fixed
cannot be editted by participant after they are validated (i.e. age validation)
Label Replaces the label for the field
Description Shows a description underneath the field
Sequence determines the order the fields are rendered into the form