How use Booking Questions and Admin Allocations to populate report fields
Setting up booking questions within your booking flow serves two key purposes: collecting essential information from your customers and streamlining the group booking administration process.
Below are step-by-step instructions for populating specific fields in group related reports to ensure that key information is displayed such as:
- Child's Name;
- Age;
- Host; and
- Room.
These instructions apply to various group reports, including Party Bookings, Booking Brief Report, Party Runsheet, and Booking Label Report.
This article will guide you through various questions to create booking questions that will appear in your selected group booking report.
If you would like instructions on how to setup any custom booking question for your online booking website or Back Office, please click here instead:
https://help.venuesumo.com/article/119-how-to-add-a-booking-question-to-a-facility
How to populate 'Child's Name' on group reporting:
This process is applicable to the following reports:
- Party Bookings
- Booking Brief Report
- Go to the desired facility and select 'Questions' tab.
- Select 'Add New Question'
- In order for the report to populate a 'Child's Name' The 'Name' field MUST be entered in as 'Child's Name'. The 'Question' Field is customer facing and can be labeled as desired.
- Run a applicable report to check your work!
How to to populate 'Age' on group reporting:
This process is applicable to the following reports:
- Party Bookings
- Booking Brief Report
- Go to the desired facility and select 'Questions' tab.
- Select 'Add New Question'
- In order for the report to populate a 'Age' The 'Name' field MUST be entered in as 'Age'. The 'Question' Field is customer facing and can be labeled as desired.
- Run a applicable report to check your work!
How to to populate 'Host' on group reporting:
This process is applicable to the following reports:
- Party Bookings
- Party Runsheet
- Booking Brief Report
- Booking Label report
- Go to the desired facility and select 'Questions' tab.
- Select 'Add New Question'
- In order for the report to populate a 'Host' The 'Name' field MUST be entered in as 'Host'. The 'Question' Field is customer facing and can be labeled as desired.
- Run a applicable report to check your work!
How to to populate 'Room' on group reporting:
This process is applicable to the following reports:
- Party Bookings
- Party Runsheet
- Booking Brief Report
- Booking Label report
- Go to SETTINGS> LOCATIONS> POOLS> PARTY ROOM RESOURCE POOL.
- Change 'Allocation' to 'Admin'.
- Add the names of your rooms and a color.
4. Assign a allocation to the booking of choice by selecting the 'Calendar'.
- Check your work!