Ok thanks again ... View more

Sorry to come back to this but could I ask another question? If the contents of the custom field on the form goes into the booking for the main registrant (ie. the guest names), will this information appear on any booking reports that are generated? ... View more

Ok thanks again for clarifying. ... View more

Is it possible for you to clarify the question in my previous post - just quickly? ... View more

Hi, could you clarify one thing? I have a custom multiline field I output the names/emails of each person added to the booking so they show up in the booking .... Is the multiline field that you're talking about a custom crm form field? If yes, how can this show up in the booking as I thought that BC doesn't allow you to apply custom crm fields to bookings, only to orders etc. ... View more

Thanks for that info - I may need to re-do the form. Much appreciated. ... View more

Because if I book the guests separately then as I said how can I associate them with the person who does the original booking. I need to know who the main person is and who their guests are. As I said, this is so that the guests can be seated at the correct table. If they're booked in separately then how can you know this information? ... View more

This is odd. If you were storing the customers in the CRM as you stated they would be a customer with their own booking and as their own customer in CRM. So you do not have this? Both the person doing the booking and their guests are stored as customers in the CRM. The person doing the booking is the main registrant for the event and their guests are stored within the custom crm form fields in the Order. The reason it was done this way is so that you know who invited who so they can be seated at the same table. As the guests don't have their own true single bookings, how would you know who they are to be seated with? Order would ONLY have extra info if you made custom order fields as it does not pull the extra form fields in here, this would be in the booking. Yes the Order does have extra info in the form of custom crm form fields which as I said, holds the guests. I know that it’s odd that they're in the Order and not the Booking but BC doesn’t allow you to apply custom form fields to the booking. In any case, ignoring the other people and how you have it setup (which is not the full option you could have based on what you have, I think you missunderstand me with what you can actually do.) With the person, if the form had a tick option to say "Are you also attending or booking for others" sort of setup, with JavasScript you can prevent the existing form booking them in. BUT you can ONLY do this if you have the other people your booking being submitted as true single bookings and going into the CRM - If you have Booking Allocation field on your form and using that - This is NOT this setup. So based on my setup, where the guests are not submitted as true single bookings, ie. they’re only going into the CRM as customers (as described above), are you saying that I can’t achieve this? ... View more

Sorry but I think I might not be explaining things well enough. When the person first makes the booking, the person doing the booking is going to the event, as well as any guests that he adds. These guests are also inserted into the CRM. As I said before, the problem is that when the person makes the initial booking, ie. for himself/herself and their guest, they may come back on another day and want to add further guests to their booking. Currently the guest names are stored in CRM form fields within the Order. So as well as being inserted into the CRM, the guest names are also in the Order. Since this is the case, wouldn't I need a separate form in order for the original person who booked to be able to add further guests? The original booker has an Order with the guests in the CRM form field therefore is there a way to include a form, where the person can choose the event and add further guests to their current order? ... View more

Ok I think I understand now. So you're saying that in my case scenario, in addition to the booking form (as described before), I would have to have another link to a separate form where people can fill it in, in order to add additional guests after they had already made the initial booking. Maybe a note on the booking form would be needed to indicate the fact that if they decide to add further guests at a later time then they would need to "click here" and be taken to a separate form that just creates a case. Is that what you mean and how it would work? Thanks again. ... View more

Hi, yes this is already set up so that when the person booking for the event also books in their guests, the guests are entered into the CRM. If the original person doing the booking then wants to add more guests, they’re unable to use their original email. The only workaround I’ve found is that they have to use another email address to add to their booking. If they want to add only one extra person to their guest list then they need to use another one of their own emails and insert the name of the guest (as the main attendee). This is not ideal as it’s not the guest’s email so the CRM entry is incorrect as it has an email not associated with the person (event guest in this case). The email is in fact a separate email of the person inviting the guest (if you know what I mean). Now that you know what the set up is, can you confirm that the answer is no, ie. even though it’s set up like this, with the ability for the main attendee to add guests to the booking (with guests being entered into the CRM), it’s still not possible for the main attendee to go back and add further guests unless they use another email? ... View more

Thanks for the reply. The booking form is already set up using JS, HTML and BC so that the person registering for the event can also register guests. Even though this is all working, the person can still only book themself and their guests into the event once using their email address. As mentioned, if they come back after a couple of days and decide they want to add more guests to the same booking, they're unable to do this currently. Therefore, can you tell me if it's possible to use JS to alter this behaviour or whether it's something that Business Catalyst will just not allow? ... View more