Skip to main content

Pre Check-in Form Display / Hidden Fields & Required Field Settings

Choose which fields guests see on the pre check-in form, and which fields they must fill in.

D
Written by Delta HQ Support Team

What You Can Do with This Feature

• Select which fields are displayed on the pre check-in form (specific fields can be hidden)

• Show or hide the credit card step on the pre check-in form [NEW]

• Set each field as Required or Optional

• Define required fields separately for Main Guest and Accompanying Guests

• Collect information such as Date of Birth and Occupation and use it in CRM

These settings allow you to optimize the guest experience depending on your operation style (unmanned, staffed, OTA-focused, etc.).


Configure Fields Displayed on the Form

Overview

You can choose which input fields are shown on the pre check-in form.

By hiding unnecessary fields, you can reduce guest friction and prevent incomplete submissions.

How to Configure

1. Go to Settings > Form Builder > Pre Check-in Form > View form

Form Builder list with the Pre Check-in Form row and the View form button highlighted

2. Click the third tab, Configurations

3. Click Edit under Field Visibility

4. Check the fields you want to show (= uncheck fields you want to hide). To hide the credit card step, uncheck Credit Card Capture. [NEW]

Field Visibility window listing all form fields, with Credit Card Capture unchecked and the note: Changing to visible will show the Credit Card Capture step to guests

5. Click Confirm

6. Click Publish form to apply the changes

Form Builder Configurations tab with the unpublished changes notice and the Publish form button highlighted

Show or Hide the Credit Card Step [NEW]

Credit Card Capture controls the Card Details Information step of the pre check-in form. It is visible by default.

If you don't need guests' card details, uncheck it. After you publish the form, guests no longer see the card step and go straight from Rules and Agreement to Review.

Guest pre check-in form with four steps in the left menu: Guest Information, Rules and Agreement, Card Details Information, Review

11-guest-form-card-visible.png · Credit Card Capture visible

Guest pre check-in form with three steps in the left menu: Guest Information, Rules and Agreement, Review

12-guest-form-card-hidden.png · Credit Card Capture hidden

💳 Card details guests have already entered

Hiding Credit Card Capture can remove card details a guest has entered but not yet submitted. Card details that are already saved on a booking stay as they are.

✉️ Pre check-in reminder email

Reminders use one built-in email, Pre-Check-in Form, whether the card step is shown or hidden. You can edit it in Email Automation > Built-in.

Email Automation built-in template Pre-Check-in Form showing its subject, email contents and the Pre check-in form button

09-precheckin-email-template.png · Built-in Pre-Check-in Form email

Best Practices

• Unmanned properties: Keep only the minimum required fields

• Hotels: Display only fields required for legal compliance

• OTA-focused operations: Reduce the number of input fields to improve completion rates


Set Required Fields by Guest Type

Overview

For each input field, you can specify whether it is:

• Required for Main Guest only

• Required for Accompanying Guests as well

• Optional

How to Configure

1. Go to Settings > Form Builder > Pre Check-in Form > View form

Form Builder list with the Pre Check-in Form row and the View form button highlighted

2. Click the Configuration tab

3. Click Edit under Required Fields Filling

Configurations tab with Required Field Filling and its Edit button highlighted

4. For each field, select:

• Main Guest

• Sub- Guest

Required Field Filling window with Main guests and Sub-guests checkboxes for each field

5. Click Confirm

6. Click Publish form to apply the changes

Example Settings

• Field | Example Setting

• Name / Nationality | Required for all guests

• Phone Number | Required for main guest only

• Arrival Method | Optional

👉 This setup is effective for balancing legal compliance and guest convenience.

⚠ Important Notes (Prerequisite)

When configuring required fields by guest type (Main Guest / Accompanying Guest), you must first define required fields for the Main Guest in the Form Structure tab.

This is because required settings for accompanying guests are applied based on the main guest’s required field configuration.

Pre Check-in Form Field List tab with Shown Fields and the Edit button for Date of Birth highlighted

Date of Birth field settings with the Required field toggle highlighted

Confirm the Publish Status After Changing Settings

Overview

When you change any pre check-in form settings, the updates will not appear on the guest-facing page until the form is published.

If there are unpublished changes, a notification will be displayed in the admin screen.

Important Notes

• After making changes, always click Publish New Form

• If the form is not published, guests will continue to see the previous version

Form Builder with the unpublished changes notice and the Publish form button highlighted

Related Articles

• How to Manage Field Detail on Pre Check In Form Through Form Builder menu

• Form Builder Configuration Overview

• How to Set the Configuration in the Required Field Filling on Form Builder

Did this answer your question?