How do I set up custom fields to ask when customers make a booking?


You can collect additional information from your customers by creating questions. You can set up as many different questions as you like - they can be text boxes, drop-downs, radio buttons or check boxes, with the answers either required or optional.

There are two different categories of question that you can ask in JRNI:

Customer Questions

These questions are asked the first time a customer completes a booking with you and they are stored against their customer record in JRNI. An example of this would be asking for the date of birth or allergies. To create customer questions:

  1. Click Customers.
  2. Click Questions in the left-hand column.
  3. Click Create new.
  4. Enter your question, the type of question, default value, etc.
  5. Click Create.

Help text appear alongside the question which can be helpful for the customer.

Booking Questions

These questions are asked each time a booking is made. The answers to the questions are stored against the booking details. To create booking questions:

  1. Click Configure.
  2. Click the Booking settings tab.
  3. Click Edit in the Questions box.
  4. Click Create new.
  5. Enter your question, the type of question, default value, etc.
  6. Click Create.

You can also choose to ask different sets of questions depending on which service is booked. To see how to set this up please read this article.

Setting the order of the questions

You can change the order in which your questions are asked by clicking the up and down arrows alongside each question on the list. The question at the top of the list will be asked first.

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