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How to Manage Pre Check-In form Through Form Builder menu

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Written by Delta HQ Support Team
Updated over 4 months ago

Host may customize Pre Check-In form to accommodate which information they want to obtain from guest prior their check-in. To edit the Pre Check-In form you may follow these steps:

Step 1 : Navigate to Form Builder

  1. Log in to your PMS account.

  2. Go to the Dashboard.

  3. Click 'Settings' on the left sidebar of your screen to access the property list.

  4. Select 'Form Builder'.

Form Builder Overview

  1. In the Form Builder page, click View Form.

  2. Under the Fields Configuration tab, you may see the following:

    a. Input Language : Active Language for Form Builder

    b. View Form Button : Button to see preview of the form.

    c. Publish Form Button : Button to publish the form.

    d. Form Items : These are the main categories of input items

    • Identity (Related with User Personal Information.

    • Agreement (Information related to Agreement set by host that guest must agree with).

    • Credit Card Capture (Information related to Guest's credit card information).

Step 2 : How to Edit Form Builder

  1. Go to the Dashboard.

  2. Click 'Settings' on the left sidebar of your screen to access the property list.

  3. Select 'Form Builder'.

  4. Select the Form Builder field which you want to edit.

  5. Click on the three dots and select 'Edit Item' on the right side of the field.

  6. Fill and edit the field based on your needs.

  7. You can set if the item is required or optional by checking or unchecking the Required toggle.

  8. Click 'Save Changes' to save the edited form.

Step 3 : How to Rearrange the Form Builder order

  1. Click 'Settings' on the left sidebar of your screen to access the property list.

  2. Select 'Form Builder'.

  3. change the order of the items by drag and drop the 6 dots icon next to the Item List Name.

  4. Lastly, you can click View form button to see a preview of how it will look like to the guest, or click Publish form to complete edit process.

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