Collect guest info with allocation and check-in

When your customers make a booking, they must provide their name and email by default. To capture additional information, you can use the allocation and check-in features:

• Allocation captures information at checkout when your customer makes their booking. 
• Check-in captures information after the customer has made their booking via an email notification. Customers can edit their own check-in details as many as times as they like unless you lock edits.

We recommend using the allocation feature only if the information you are collecting is critical to the customer booking or your operations. This will help reduce any friction at checkout and increase conversion. You can always retrieve more information from customers using the check-in feature later.

Allocation and check-in details are set per pricing variant.

How to collect guest info at checkout with allocation

1. Select an experience or accommodation and go to the Variants tab. 
2. Click on a variant and toggle the option for Allocation. 
3. Next, select the fields that customers must fill out at the checkout page.
4. Repeat for other variants.
5. Hit Save to publish changes.

How to collect guest info after checkout with check-in

1. Select an experience or accommodation and go to the Variants tab.
2. Click on a variant and toggle the option for Check-in.
3. Next, choose the deadline for when customers will be requested to provide the check-in information (e.g. immediately after booking, 1 week before start of trip, 2 weeks before start of trip).
   • Note: If "immediately after booking" is selected, a link to check-in will be included in the booking confirmation email. No other follow-up emails will be sent to the customer for check-in. See here for more information on customer communications.
4. Optionally, check the Lock information after check in tickbox. This will prevent customers from changing details after saving and they'll be asked to contact your support email address and check the terms and conditions for any further amendments. If left unchecked, customers will be able to edit their guest info as many as times as needed up until the deadline. For more details, check out our article on editing guest information.
   • Note: Locking information only affects details that customers have already saved. They will still be able to log in and enter their details for any new fields that you add (e.g. "Flight Arrival Times") even if check in is locked. 
5. Select the fields that customers must fill out for check-in.
6. Repeat for other variants.
7. Hit Save to publish changes.

Note: Unless check-in is configured to be completed immediately after booking, customers will be notified 2 weeks, 1 week and on the date of the check-in deadline set to provide the necessary guest information.