The Questions spoke allows you to configure custom questions to collect additional information during the booking process. Questions can be set at two levels:

• Contract-level – asked once per contract (regardless of the number of enrollees).

• Enrollment-level – asked individually for each enrollee on the contract.

To get started, select the question type you want to create, then click Add Question.

General Tab

The label is displayed to staff members when they are completing the contract—such as for day passes or program plans processed at the front desk.

Additional Configuration Options:

• You can choose to make the question required.

• Select a question type based on the information you need to collect.

If the question type is "Options", each option can be configured to apply charges, add benefits, and update customer attributes. This provides flexibility to capture meaningful data and trigger automated actions during contract

Question Answer Options Configuration

A question response can be configured to add a charge and/or apply a benefit. Click Edit next to "New Option 1" to rename it and assign a product/price and/or benefit to be added when the option is selected.

For recurring billed plans, you can assign a dues product, which will be included in the customer’s ongoing recurring contract charges.

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 for the customer on the kiosk and online, toggle on here.

Re-enter and optionally add a Plan Question Body, which provides additional text shown beneath the question for customer context.

All settings from the General tab—such as whether the question is required and any configured answer options—will still apply.

Customer Record Updates

Toggle on to enable updates to the customer record, then select the custom attribute you want to update with the answer to this question.