Pre-confirmation tasks are questionnaires a client must answer before they can pay for their booking — for example, confirming that no minors will be on the trip.
Answers are grouped into Trip questions and Waivers. The Waivers category holds waiver-style questions set up as a questionnaire, such as a photo and media release — not the signed trip waiver. To set these up, see How to require clients to complete questionnaires before paying. To view a signed trip waiver, see How to View a Client's Tasks and Documents on a Trip, or for guides, Completing client tasks in the guide app.
Once a client answers, you can view their responses on the Trip Calendar and in the booking detail. Guides can also view them in the Guide App — see Completing client tasks in the guide app.
How to View Answers
Go to your Calendar
Locate the booking you want to review and click on it
In the booking popup, find the Pre-confirmation task line
Hover over it to open the answers panel on the right
Click Trip questions or Waivers to switch between the two categories and review the client's responses
Trip-related question answers and waiver responses are displayed separately, matching the two categories configured on the booking.
View Answers from the Booking
Open the booking from Bookings or by clicking Manage Booking from the Trip Calendar pop-up.
In the Booking Client section at the top, you'll see a Pre-confirmation task link under the client's name.
Click it to open the answers panel on the right.
Click View response under Trip questions or Waivers to see what the client submitted.
What This Is Useful For
Questionnaire answers on the calendar are particularly helpful for on-the-spot decisions like:
Guide assignment — match the right guide based on the client's experience level or preferences
Gear prep — know in advance whether clients are bringing their own equipment
Trip adjustments — flag anything that might affect how the day runs before the guide heads out
Important to Know
If a client hasn't completed their questionnaire yet, the answers section will appear empty
Responses in the Waivers category follow the same pattern — if the client hasn't answered those questions yet, that section will be blank
Answers reflect whatever the client submitted — they cannot be edited from the calendar view