This tutorial shows you where to find the setting in the Kwoot admin, what to modify and where to control the result on the team side or on the client side.
Before you begin, keep your establishment's actual information on hand: offer, commercial rules, conditions, customer texts or visual elements depending on the setting concerned.
Configuration steps
- In Form > Steps, open the Full private event area.
- Edit labels and placeholders for specific fields.
- Keep only the questions that really help your team qualify the request.
- Test with a number of guests greater than the defined threshold.
Captures to follow
The screenshots below show the setting in the admin, then the places where the change may appear in the form, quote, customer portal or internal tracking.
Save, reload the public form or folder, and create a quick test. If the text, price or document is unclear to a customer, correct it before going live.
Continue setup
The words on the form should speak like your team. You can adapt the wording, examples and help to avoid questions afterwards.
Open → Following Create the types of events offeredBirthday, seminar, cocktail, civil wedding, company dinner: these labels help the client to recognize themselves and the team to filter requests.
Open →