Description: This tool allows you to request specific data from customers (such as names, preferences, or personal information) for each individual item purchased, directly during the checkout process.
What is it for? (Practical examples)
Use the Checkin Module whenever you need to collect individual information related to a quantity of products or services purchased.
- Ticket or Event Sales: If a customer buys 5 tickets, you can request the full name of each of the 5 participants.
- Multiple Service Bookings: If you sell vacation packages or courses for multiple people, you can collect check-in data (e.g., allergies, t-shirt size) for each participant.
- Mandatory Data Registration: Ensure that you collect all necessary data for invoicing or legal compliance, differentiating them for each item in the cart.
Main Features
- Product-Specific Configuration: The request for checkin data is activated and customized individually for each product or subscription plan.
- Dynamic Data Collection: During checkout, the system automatically generates the necessary steps based on the quantity of items purchased.
- Display in Checkout: Forms are integrated as mandatory steps in the payment procedure, ensuring data is collected before order finalization.
- Summary and Edit: The customer can view a summary of all provided checkin data and has the option to go back and edit them before completing the purchase.
- Secure Storage: All collected data is saved and permanently linked to the specific order.
How to Configure
The Checkin configuration takes place within the settings of each single product or subscription plan.
| Option | Description |
|---|---|
| Request customer data for each purchased item | Enables or disables the checkin system for this specific product. |
| Select a form to request customer data | Choose the predefined form (created via Gestore Moduli) that will be shown to the customer to collect data. |
| Show only one form (regardless of quantity) | If enabled, the system will request checkin data only once, even if the customer purchases multiple units of the product. If disabled, one form will be requested per unit purchased. |
> Note: You must have previously created a custom form containing the specific fields you wish to request (e.g., Name, Date of Birth, Document).
Automatic Integrations
The Checkin Module automatically integrates with the following areas of the system to ensure a complete workflow:
1. Payment Steps (Checkout)
When a customer adds a product requiring checkin to their cart, the system automatically inserts new mandatory sections into the checkout process. Each section corresponds to a data request (e.g., "Customer 1", "Customer 2") and presents the selected form for completion.
2. Order Summary
On the final checkout summary page, before confirming purchase, a dedicated section clearly lists all collected data for each customer/item with an option to modify them.
3. Order Details (Administrative Area)
After an order is completed, a new tab called "Dati clienti" is added to the order details view. This tab contains all collected checkin data organized by customer/unit, allowing administrative staff easy access to information associated with each sold item.
4. Data Management
If an order is deleted, all collected checkin data associated with that order are automatically removed from the system to maintain database cleanliness.
