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
- Go to ADMIN > CONFIG
- Click on PURCHASER TEMPLATE
- Click on CREATE PURCHASER TEMPLATE button
- Complete the information and click the ADD button.
- Then go to the "Purchaser Template Item" tab
- 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).
There are a number of options for each item as defined below.
|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|
To assist you in creating the purchaser template, each item is described below with our setup recommendation.
|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|
|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|
|Nationality||The nationality of the purchaser|