> ## Documentation Index
> Fetch the complete documentation index at: https://docs.anny.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Personalization

> Collect individual customer data per booking, so each person gets their own ticket and record.

With personalization you collect individual customer data per booking within an order. This way, each booked person receives their own ticket, their own email confirmation and a separate record in your CRM.

<Info>
  Available from **Essential**.
</Info>

## How does personalization work?

By default, only one customer record is collected for an order with several bookings. With personalization enabled, customers are prompted at checkout to assign each booking to a specific person.

The basic principle:

1. Customers add several bookings to the cart.
2. At checkout, they assign each booking to a person (name, email, optionally address).
3. Each assigned person receives their own email with their personal booking confirmation.
4. The person who booked for everyone receives the overall order confirmation.

The collected person data is created as separate customer records in the CRM. If the same person is booked for again later or books themselves, all bookings are assigned correctly.

<Tip>
  anny recognizes customers by their email address. If the same email is used for several bookings, anny treats it as one person and updates the name with the most recently entered personalization.
</Tip>

## When do I use this?

* **You offer events or courses**: parents book for their children, team leads for colleagues. Each person receives their own ticket.
* **You need individual data per booking**: for check-in, certificates or personalized QR codes, a record per person is necessary.
* **You want to collect differing addresses**: for company bookings, an individual address per person can be required.
* **Not suitable for**: bookings where only one person ever books for themselves and no multiple bookings arise in the cart.

## Relationship with other features

* **Check-In & Check-Out**: personalized bookings create an individual QR code ticket per person for check-in.
* **Certificates**: with personalization, the certificate is issued in the name of the actual participant, not the person who booked.
* **Participant management**: extends personalization with additional rights and visibility for extra people.

## Settings & options

| Setting (admin)                              | Description                                         |
| -------------------------------------------- | --------------------------------------------------- |
| Personalization of bookings                  | Collect customer data per booking                   |
| Later personalization                        | Customers can add data after booking                |
| Require personalization                      | Booking only possible with complete personalization |
| Require personalization of the first booking | The first booking must also be personalized         |
| Require individual address                   | An individual address is required per person        |

You find the settings under **Resources** → booking option → **Forms** tab → **Personalization**.

## Practical examples

<AccordionGroup>
  <Accordion title="An organizer books concert tickets for a group">
    A concert organizer wants to make sure that each person in the cart receives their own personal ticket with a QR code.

    <Steps>
      <Step title="Activate personalization">
        Open **Resources** → booking option → **Forms** tab → **Personalization**. Activate **Personalization of bookings**.
      </Step>

      <Step title="Require personalization">
        Additionally activate **Require personalization**, so the order can only be completed when all bookings are assigned to a person.
      </Step>

      <Step title="Save">
        Click **Save**. Customers are now prompted at checkout to enter a name and email for each ticket. Each person then receives their own email with their personal ticket.
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="Parents book sports training for their children">
    A sports club offers training sessions. Parents book for their children but should be able to add the children's data after booking at their leisure.

    <Steps>
      <Step title="Activate personalization">
        Open **Resources** → booking option → **Forms** tab → **Personalization**. Activate **Personalization of bookings**.
      </Step>

      <Step title="Allow later personalization">
        Activate **Later personalization of bookings**. This way, parents can complete the booking first and add the children's data later.
      </Step>

      <Step title="Save">
        Click **Save**. Parents book the training and enter the children's data afterwards via their booking overview.
      </Step>
    </Steps>
  </Accordion>
</AccordionGroup>

## FAQ

<AccordionGroup>
  <Accordion title="Why does only the most recently entered personalization show for all bookings?">
    anny recognizes customers by their email address. If the same email is used for several personalizations, anny overwrites the stored name with the most recently entered one. Solution: use a unique email address per person.
  </Accordion>

  <Accordion title="What happens if a person has no email address of their own?">
    You can use the pattern [firstname.lastname@placeholder.anny.co](mailto:firstname.lastname@placeholder.anny.co). No emails are sent. The booking is then only viewable via the website or app under **Bookings**.
  </Accordion>

  <Accordion title="Does each personalized person receive their own email?">
    Yes. Each assigned person receives their own email with their personal booking confirmation and, if applicable, QR code ticket. The person who books also receives the overall confirmation.
  </Accordion>

  <Accordion title="Are personalized people created as separate customers in the CRM?">
    Yes. Each personalized person receives a separate customer record. Later bookings with the same email are assigned automatically.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Personalization is not shown in the booking flow">
    Check whether the **Personalization of bookings** setting is enabled under **Forms** → **Personalization** in the affected booking option. The option only takes effect when several bookings are in the cart (or when "Require personalization of the first booking" is active).
  </Accordion>

  <Accordion title="Customers can skip personalization">
    Activate **Require personalization**. Without this option, personalization is optional and can be skipped at checkout.
  </Accordion>

  <Accordion title="Personalized people do not receive an email">
    Check whether a valid email address was entered. For addresses with @placeholder.anny.co, no email is sent (only viewable via website/app).
  </Accordion>
</AccordionGroup>

> Important information for agents:
>
> * UI path: **Resources** → booking option → **Forms** tab → **Personalization**
> * Customer data is created as a separate customer record in the CRM per personalized booking (not just as extra info).
> * Recognition by email: if the same email is used for several personalizations, anny overwrites the name with the most recently entered one.
> * Fake email pattern: [firstname.lastname@placeholder.anny.co](mailto:firstname.lastname@placeholder.anny.co) (no email sent, booking only viewable via website/app).
> * Each personalized person receives their own email with a personal ticket/booking confirmation.
> * Available from Essential.