BookingLive: Online Booking System

Purchaser Template

Overview

The information you capture from the purchaser (the person making the booking) can be defined in a template. You must create a template as shown below.

Only 1 purchaser template is required.

How to create a purchaser template

  1. Go to ADMIN > CONFIG
  2. Click on PURCHASER TEMPLATE
  3. Click on CREATE PURCHASER TEMPLATE button
  4. Complete the information and click the ADD button.
  5. Then go to the "Purchaser Template Item" tab
  6. Click "Add Purchaser Template Item" and add the fields you require your customers to fill out such as FirstName and LastName (these need to be sequenced starting with 1 being the first box you require to be filled out).

 

Template Options

There are a number of options for each item as defined below.

Item
Description

Show on Billing Page

This will show the item on the billing page.

Show on Redeem Voucher

This will show the item on the redeem voucher page.

Show on Member Registration

This will show the item during the registration process for members.

Show on Member Profile

This will show the item within the customers "my account".
Export to CSV
When you export CSV data, the item will be included in the export
Show on Purchaser Summary
When you view BOOKINGS > PURCHASER, the item will be displayed in a column
Show on Booking Summary When you view BOOKINGS, the item will be displayed in a column
Is Required The item will become mandatory on the billing page and the customer will need to complete this field.

Label

This will show the item on the billing page.

Description

This will add description text below the item on the billing page.

Sequence

This will determine the order of items on the billing page.

Option Help

This will determine whether to show the description before or after the item on the billing page.

Show When

This will determine when to show the item based on whether the user is a member or non-member.

Custom Field Item

This gives the ability to set a custom field

 

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 purchaser eg Mr, Mrs, etc
Y
FirstName
The first name of the purchaser
Y
Surname
The surname of the purchaser
Y
DOB The date of birth of the purchaser
 
Telephone The telephone number of the purchaser Y
MobileTelephone The moblie phone number of the purchaser Y
TelephoneOther An extra phone number of the purchaser  
Email The email address of the purchaser Y
DeliveryPostCode The post code of the purchaser Y
DeliveryPostCodeLookup As above, with the post code lookup facility  
FullAddress The full address of the purchaser Y
Address1 The first line of the address of the purchaser  
Address2 The second line of the address of the purchaser  
BillingAddress1 The first line of the billing address Y
BillingAddress2 The second line of the billing address Y
BillingAddress3 The third line of the billing address Y
BillingCounty The billing county   
BillingTown The billing town  
DeliveryCountry The country of the purchaser  
PreferedAirport The prefered airport the participant wants to fly from  
Number    
Unit    
VRM    
Nationality The nationality of the purchaser