Use the form builder to create a booking form. You add the form details, the fields that guests fill in, and the settings that control when the form shows and if guests can change their answers.
Open the form builder
Go to Settings > Booking forms.
Click Create new form.
The New form page opens on the Form Fields tab.
Add the form details
In Title, enter a name for the form. The title is required.
Optional: In Description, enter a short text for guests.
To make the form active, turn on Enabled. Guests see only active forms.
In Response type, select how the form collects answers:
Per activity: one response for each activity.
Per passenger (anonymous): one response for each passenger. Customer data is not saved.
Add fields
In the Add field section, click a field type. The new field opens in the form with the name Untitled.
In Title, enter the question or label. The title is required.
Optional: Enter a Description and a Description url.
If guests must answer the field, select Required. A No or a 0 counts as an answer.
Fill in the options for the field type. For example, a Textfield has Default text.
Do steps 1 to 5 again for each field.
The field types are Checkbox, Date, Dropdown, Email, Link, Number, Radio, Rating, Slider, Textarea, Textfield, Yes / no, Nationality, Weight, Height, Image upload, Signature, Age and Date of birth.
To change the order of the fields, click the Move Up or Move Down arrow on the field header. To remove a field, click the delete icon on the field header, then click Delete Now.
Set the options for a field type
Age. Guests pick an age from a list. Minimum Age and Maximum Age are optional. If you leave Maximum Age empty, guests can pick an age up to 100.
Number. You can set a minimum value and a maximum value. Both are optional.
Weight. In Default unit, select the unit that you use for the range. Enter the lowest and the highest weight in Min and Max (for example Min kg and Max kg). The list that guests see has one entry for each step of 1 in that range. Turn on Show both to show kilograms and pounds in the list.
Date. Guests pick a day from the calendar, or type it as DD.MM.YYYY. The field is empty until the guest picks a day, unless you enter a day in Default. You can also set Min and Max to limit the days that guests can pick. If a guest presses Enter in a date box, the form is not submitted.
Yes / no. If the guest does not change the field, PaxPortal saves the answer No.
Signature. Guests can click Clear Signature to remove the signature and sign again.
Set when the form shows and if guests can change answers
Click the Booking Form Settings tab.
Set the options:
Show for activity statuses: the form shows only for activities with the selected statuses. Leave empty to show the form for all activity statuses.
Show for departure statuses: the form shows only for departures with the selected statuses. Leave empty to show the form for all departure statuses.
Products: the products that use the form. Guests booked on these products see the form.
Required for ticket scanning: the ticket scanner blocks guests who have not completed the form.
Customers can edit their answers after submitting: guests can change or delete their answers in PaxPortal after they submit. This option is selected by default.
If you clear Customers can edit their answers after submitting, guests see their submitted answers as read-only in PaxPortal. They cannot edit or delete them. PaxPortal shows this message: Your answers have been submitted and can't be changed. Contact the tour operator if something needs fixing. Your staff can still edit the answers in PaxAdmin.
Preview and save the form
To see the form as guests see it, click Preview.
Click Create form.
The message Form has been created shows and the Forms page opens.
Note: A form must have at least one field. If you save a form with no fields, a warning tells you to choose a field type from the Add field section.
Edit a form
Go to Settings > Booking forms.
Click the title of the form.
Make your changes.
Click Save.
The message Form has been saved shows.
Activate a form
If you saved the form with Enabled turned off, the form is inactive. To activate it:
Go to Settings > Booking forms.
In the Actions column of the form, click the gear icon.
Click Enable.
The message Form status successfully updated shows.