On the Questions configuration spoke you can configure questions to ask at the contract level (one time per contract) or at the enrollment level (asked per enrollee on the contract).
Choose which type to create and click Add Question.
General tab
- Label is shown to staff when staff are the ones completing the contract (as with a day pass or program plan)
- Optionally make it Required
- Select question type
- If question type is options, Options can be configured to charge money and/or add benefits in addition to making customer attribute updates
Question Answer Options Configuration
A question answer can add a charge and/or a benefit. Click Edit to give New Option 1 a name and assign any product/price and/or benefit to add.
Recurring billed plans can add a dues product, which adds a product to their recurring billed contract amount.
See the Customer Record Update tab to use the question answer to update a customer custom attribute.
Customer tab
To make the questions customer facing (so that it shows to the customer on the kiosk and online) make sure you toggle that on here.
List the question again here and an optional plan question body - additional text displayed below your question to the customer via the storefront.
All the settings from the general tab (required or not and the question answers) apply.
Customer Record Updates
Toggle on to enable customer record update then selec the customer custom attribute to be updated with this question's answer.
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