How to create custom questions

Summary

Custom questions during the booking or membership purchase process can bring significant benefits to your fitness business.

Why Use Custom Questions?

• Tailored Experience: Understand customer preferences and needs (e.g., fitness goals, health concerns) to provide a personalized experience for any booked activities.
• Safety Precautions: Ensure safety by identifying health conditions or injuries that may require adjustments during activities.
• Efficiency: Gather necessary information upfront to streamline preparation and deliver well-suited sessions.
• Client Engagement & Satisfaction: Show interest in individual needs, building trust and satisfaction.
• Retention & Loyalty: Deliver personalized experiences to increase repeat customers and referrals.
• Data Collection & Analysis: Use insights to identify trends, refine offerings, and improve services.

In summary, custom questions enhance customer experience, improve safety, increase efficiency, and support long-term business growth.

Step-by-Step Guide

A) For Activities

1. Access the Custom Questions Module:

   • From the home page, go to the Custom Questions module.
     
     
     
     

2. Create a New Question:

   • Click on Create a New Question.
     
     
     
     
   • Choose the desired configuration (e.g., Short Text, Long Text, Dropdown).
     
     
     
     

3. Select the Question Category:

   • Select Activity from the Category dropdown.
     • (If creating a membership question, select Membership instead.)
       
       
       
       
       
   • Enter the Question Text and an optional Reference (note: references cannot contain spaces).
     
     
     
     
   • Click Save Question.

4. Add the Question to an Activity Template:

   • Go to the relevant Activity Template and open the Custom Questions tab.
   • Click Add Question.
     
     
     
     
   • Search for your custom question using a keyword (e.g., “swim”).
     
     
     
     
   • Choose whether the question is Required (mandatory for booking) or leave it Optional.
   • Click Add Question to finalize.
     
     
     
     

5. Note on Published Schedules:

   • Custom questions will only apply to new schedules. If a schedule for the activity is already published, the custom question will not appear for bookings of that schedule.

Customer View for Booked Activities:

When a customer books an activity online, required questions will appear with an asterisk (*).

B) For Memberships

1. Access the Membership Group:

   • Go to the Membership Group where you wish to add the custom question.
   • Click on the Questions tab.
     
     
     
     

2. Create a New Section:

   • Click Add New Section.
     
     
     
     
   • Enter the Section Name and optional Description.
     
     
     
     
   • Click Save Section.
   • (You can create multiple sections as needed.)
     
     
     
     
     

3. Add Questions to the Section:

   • From each section, you can:
     • Create a New Question by clicking Create New Question.
     • Add an Existing Question by clicking Add Membership Questions.
   • If adding an existing question, select the desired question and click Add Selected Questions.
     
     
     
     

4. Set Question Requirements:

   • Choose whether each question is Required (mandatory for membership purchase) or Optional.
     
     
     
     

5. Group-Wide Settings:

   • Custom questions apply to all Membership Types within a group.
   • It is not possible to assign different custom questions to individual Membership Types within the same group.
     
     

Customer View for Membership Purchases:

• Required questions will be marked with an asterisk (*) when displayed to customers during membership purchase.