Add Travelers in Contact Forms
planned
Brad Turner
planned
Brad Turner
Merged in a post:
Add Traveler option to end of Client Profile Form
C
Corporate Chipmunk
I feel it would be useful to have the "Add Traveler" option on the client profile form so that if someone is completing for more than one traveler they do not have to go back to the original form and start from scratch with the "I'm filling this out for someone else" option. I don't think that option needs to go away but this form could have both. It would also be great if while completing for someone else it could have "same address" option so they didn't have to fill that in each time for multiple family members living in same household.
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Bare Raven
I love this option on the Signup form from the landing page, but could the Add Traveler option could be programmed to fall to the bottom of the page rather than underneath the last Contact Information question. I added some custom questions to my form (because not everyone in the group has their passport yet, but I still need their country of citizenship and gender) and the Add Traveler item is now sitting below the Contact Information questions, and above the Custom Questions. Looks odd!
R
Regular Sturgeon
That will work for me.
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Molly Johnson
Hi everyone, input needed! We are planning to allow you to add as many contact form fields as you want to "traveler details" in the trip request form - will that cover the ask in this card, or do you see it as a distinct feature to make changes to the contact info form itself?
K
Kelp Bear
Molly Johnson I like the option to mark required or not for ALL fields, even on the Passport component.
My question is would this feature work on the group self signup forms as well? Ex: When a client selects 2 or more additional travelers, Traveler 2 should be prompted to complete the full form (ie: Passport, Dietary Preferences, Seat Preferences, T-Shirt size, etc). Depending on the group/trip, each traveler should be prompted with the same form data as Traveler 1. Everyone on a trip aren’t part of the same household. Even some kids don’t live with the parent they are traveling with, so that child may have a different addresses and phone number from the parent/adult on the booking.
Is this how this enhancement is expected to work?
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Molly Johnson
Kelp Bear awesome - we are planning to add more control to make fields within elements optional/required depending on your preferences. You mentioned the passport element - are there any other specific ones that matter most to you?
And yes that is exactly how it will work - on both the trip request form and group sign up form :)
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Fern green Lizard
Molly Johnson If I'm understanding your question correctly, my personal thought is that it needs to be a feature in the form itself. The lead can add travelers as needed, and our required fields replicate as an additional box/page for each traveler.
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Molly Johnson
Fern green Lizard awesome, that is exactly what we are planning on building!
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Coral reef Silverfish
Molly Johnson I may be misunderstanding the feature being considered, but wanted to chime in with a couple of thoughts here:
- It would be AMAZING if Tern could search our existing client database, to offer potential matches, as a traveler form is filled out -- both for the person completing the form, and for any other travelers they're adding.
e.g. "We found this potential match -- is this the person you're traveling with?"
- Also astounding would be the ability for a traveler to pass the ball to the other traveler.
Example: Sue and Katy (friends) are going on a trip. Sue starts things off, completes her info, and while she has Katy's name and email and/or phone, she doesn't have other details and isn't sure about her birthday.
She's given an option to tick a box saying "Ask Katy to complete her traveler details", which kicks off an email or text to Katy to do so.
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Molly Johnson
Coral reef Silverfish love this idea! It won't be covered with the initial update but is definitely something we could explore as a future enhancement to it!
G
Given Kite
100%. This is a necessary function.
Canny AI
Merged in a post:
Ability to add people in Custom Forms
V
Viridian Roadrunner
I need the ability to add travelers in custom forms, similar to the Trip Request form. This would allow clients to enter information for additional travelers.
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Civic Mastodon
Being able to add all travelers in one Contact Information form would really help simplify the intake process for clients. It would be ideal if they could indicate certain details are the same across all travelers (e.g., address), while also sharing traveler-specific details (e.g., passport copies & data, loyalty programs, travel preferences, etc.).
Canny AI
Merged in a post:
Remove Box for Adding Travelers
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Mantis Gibbon
Instead of having a box for people to check to add additional travelers, I would like for my clients to always have the option to add additional travelers in the contact form. The box gets missed way too often and I have attempted to even put a picture and pointed to the box to try to help and I am still having to reach out to get the additional travelers names and DOB.
Canny AI
Merged in a post:
Multiple Travelers' Info Entered on Same Form
O
Orchid Wildebeest
Can we allow for a drop down within forms so that clients can choose how many travelers they want to enter information for at the same time. This would be dynamic & allow for the extra basic contact information & relationships to be created at the time of entry. Basically 1 form vs multiple.
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