📋 How to create a Form
Creating a Form & Example with Online Check-In
By following this guide, you can efficiently create forms for Online Check-In and other guest interactions, improving the overall guest experience.
Accessing the Form Section
To create a new form, follow these steps:
1️⃣ Navigate to the Form Builder:
• Go to the Digital Reception section in the menu.
• Click on Forms.
2️⃣ Start Creating a New Form:
• Click on ➕ New Form in the top-right corner.
• Enter the Form Name (e.g., “Online Check-In Form”).
• Select the Property where this form will be used.
2️⃣ Building Your Form
🛠 Using Drag & Drop Components:
• On the left-hand side, you’ll find different form elements such as:
• Text Fields (for names, email, phone numbers)
• Dropdown Menus (for room preferences, nationality selection)
• Date Pickers (for check-in and check-out dates)
• File Uploads (for ID or passport uploads)
• Checkboxes & Agreements (for terms and conditions, GDPR compliance)
💡 Customizing Form Fields:
• Drag and drop the required fields into the form layout.
• Set fields as mandatory if needed (e.g., ID upload, email).
• Add instructions or placeholder text for clarity.
3️⃣ Publishing & Sharing the Form
Saving & Publishing:
• Once your form is complete, click Save & Publish.
• The form will be live and accessible via a unique URL.
Sharing with Guests:
• The form can be sent via email, WhatsApp included in automated campaigns.
• The link can be embedded into pre-arrival emails, check-in reminders, or QR codes at the property.
How to Send Out Your Form
To send your form, follow these steps:
1. Go to the Campaigns section.
2. Select the campaign you want to edit.
3. Scroll to the Content section.
4. At the bottom of the content, locate the Digital Reception section.
5. Click on Digital Reception, then select Form.
6. Choose the form you wish to send from the list.
📌 Example: Online Check-In Form
This is a sample structure of an Online Check-In Form:
👤 Guest Details Section
• First Name & Last Name (Text Field)
• Email Address (Text Field)
• Phone Number (Text Field)
• Nationality (Dropdown Menu)
• Date of Birth (Date Picker)
🆔 Document Upload Section
• Upload ID/Passport (File Upload)
• Passport Number (Text Field)
✅ Marketing Consent
• Consent Acceptance (Checkbox)