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Configure the company's booking settings

Company booking settings define how the booking process works, including guest validation, marketing communication consent, custom consent settings, additional fields for collecting customer data and blocked domains.

These settings control how bookings are created and managed, define guest validation requirements, what customer information is collected, which consent requirements apply, and which email domains are restricted when making back-office bookings.

Proper configuration helps streamline operations, improve data accuracy and support compliance throughout the booking journey.

To access the Booking Settings, navigate to the user icon on the top right-hand side and proceed to My Company > Settings > Booking settings.


1. Guest validation settings

Guest validation settings determine the information required for a customer to pass the validation step on the widget before proceeding with a booking.

Important:

These settings are available only if a PMS integration is activated or the Itineraries feature is used.


Enable guest validation on widget

When enabled, a guest validation step is added on the widget, requiring customers to complete the required fields before continuing with the booking.

If the customer successfully passes validation, certain Customer Info fields will be automatically populated during checkout.

Note:

Through the guest validation flow only the Business’s customers can proceed to book a product.


Enable visitor bookings

When enabled, this feature allows visitors to skip the guest validation step on the widget and proceed directly to make a booking.

This option is intended for visitors who are not staying at the accommodation premises.

Note:

This feature can only be applied if the Enable guest validation on widget feature is also activated.

To find out more about the above functionalities that can be applied on the widget click here.


Guest property fields (availability may vary by account)

Select one field to be used during guest validation on the widget:

  • Email address

  • Last name

Only one option can be selected.


Reservation property fields (availability may vary by account)

Select one or both of the available options to be used during guest validation on the widget:

  • Reservation ID/ Trip ID: To be selected when a PMS integration is activated or if the itinerary feature is used and therefore a Trip ID is generated.

  • Room number: To be selected only when a PMS integration is activated and a room number is available.


2. Additional booking settings

These settings control customer consent for marketing communications and acceptance of the company’s legal terms (Terms & Conditions, Terms of Service, and Privacy Policy).


Enable 'Subscribe to Marketing Communication' field on widget

When enabled, a non-mandatory consent field is displayed during the checkout step of the booking process on the widget.

Example: Newsletter subscription consent

Once activated:

  • A text field appears where you can enter custom consent wording.

  • The customer’s selection is saved in their profile.

  • This allows differentiation between customers who accepted or declined marketing communications.

Notes:

  • The inserted text will be displayed on the widget during the booking process as an optional field for customers.

  • If a PMS integration is active, the customer’s selection is automatically stored at the checkout step of the booking process.


Require customer to accept terms in Back Office

Enable this setting if customers must accept the Terms & Conditions, Terms of Service, and Privacy Policy to complete a booking.

Accepted terms are sent by email and must be confirmed within a defined time frame.

  • Timeline: Set the time frame for which the Terms & Conditions, Terms of Service and Privacy Policy will be available for confirmation before the booking is cancelled.

    Example: If the timeline is set to 1 hour and the terms are not accepted within that period, the reservation is automatically cancelled.

Note:

This process will be put into motion only for bookings created from the dashboard BOOK NOW button used for back office bookings on behalf of guests.


3. Custom consent settings

Custom consent settings allow different types of consent to be created and managed for customers to accept during the booking process. When added, the consent field is displayed during checkout on the booking widget.

Example: Consent to share customer information with selected third parties.

To add a custom consent:

  • Click Add custom consent to create a new custom consent.

  • Enter a Title for the custom consent - for internal use only.

  • Enter a Description for the custom consent - the text included in this field will be displayed to guests during checkout.

  • Turn on the Active toggle to display the custom consent during checkout.

  • Turn on the Mandatory toggle to require customers to provide consent during checkout.

  • Click SAVE once finished.

The consent checkbox(es) are displayed during the checkout step of the online booking process.

Notes:

  • Acceptance of the custom consent settings is visible:

    • In the customer’s guest profile (in the Customers section).

    • In the Itinerary, under Guests (if the “Itineraries” feature is available on the account).

  • Customers can be filtered based on the custom consent settings they have accepted.

  • Customers' selections are stored in their profiles.

  • If guest validation is enabled for online bookings, the relevant checkboxes are automatically preselected based on customers' previous selections.

  • Customers can update their selections during the online booking process by deselecting the relevant checkbox or leaving it unchecked, depending on whether guest validation has been passed or skipped, if applicable.

  • Customers' selections can also be updated by back office users by using the Edit Info functionality.

  • Consent data can be shared with external systems, through the Triparound API.


4. Checkout input fields

Checkout input fields allow you to collect additional customer data during the checkout stage of the booking process (e.g. passport number, preferred language, allergies).

Add checkout input fields:

  • Click Add input fields to select the desired fields.

  • Enable the mandatory option if completion is required.

  • Click SAVE once finished.

Notes:

  • These fields appear on the checkout step of the booking process, after the standard system fields (First Name, Last Name, Email Address, Phone Number and Nationality).

  • Data collected is customer-specific only and is stored in the customer’s guest profile (in the Customers section).

  • Checkout input fields are visible:

    • Within the booking (Bookings section).

    • In the Guest App (Profile settings).

    • In the Itinerary, under Guests (if the “Itineraries” feature is available on your account).

More information about the Checkout input fields can be found here.


5. Blocked domain

The Blocked domain functionality prevents back-office users from using email addresses from specific domains when creating or updating bookings on behalf of customers.

This helps prevent the use of generic or company email addresses, such as hotel email addresses instead of the customer's actual email address. It also helps maintain accurate customer profiles, link bookings to the correct guest and support effective communication.

Learn more about why company email addresses should not be used when making a back-office booking on behalf of customers here.

Add domains:

  • Click Add to enter the domains to be blocked.

  • Click Save when finished.

Example

If xxx.com is added as a blocked domain, users making a back-office booking cannot complete the booking if they enter an email address ending in @xxx.com.

Instead, they are prompted to enter the customer's actual email address or leave the email field blank if the customer's email address is not available.

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