How to Enable the Safety Form Completion Before Payment
In order to enable the safety form completion before payment:
Click on More → Settings → Safety Form → Advanced Settings
Select Yes if you would like to ask your customers to complete the Safety Form before they pay
After Saving the page, all safety forms will be checked for completion. Kindly note that depending on the total number of your attendees, this could take a few minutes.
Important Considerations
It is still possible that the customer could “abandon” the Safety Form before the completion. The booking will still be saved.
This setting does not apply if credit or debit card is the only payment option for your activity.
It is likely that with this feature there will be a reduction in the number of customers paying by credit or debit card. This could impact cashflow and extend the average “days to get paid” for your business.
The usual operational process of checking Safety Form completion for all accounts still applies. You should either cancel any bookings that have incomplete Safety Forms before the attendee’s booking, or have printed Safety Forms on hand for the customer to fill out when they arrive with the attendee.
What Customers See During the Booking Process
If the activity has In Advance invoicing rhythm
The customer will save their booking. A progress bar will show where the customer is at during the booking process:
Then the Safety Form completion (or update for existing customers with already completed Safety Forms) will be required. Please note that a booking confirmation e-mail and invoice will be sent to the customer at this point, before completing the Safety Form.
If the activity has In Arrears invoicing rhythm
The customer will save their booking. A progress bar will show where the customer is at during the booking process:
Then the Safety Form completion (or update for existing customers with already completed Safety Forms) will be required. Please note that a booking confirmation e-mail will be sent to the customer at this point, before completing the Safety Form.
After completing or updating the Safety Form:
Please note that even if the Safety Form is already completed, the customer will be required to save and proceed with each section of the Safety Form for any new bookings:
