innkept

Anatomy of the configurator

The eight steps a guest walks through, from picking a date to confirming consent.

Eight steps, top to bottom, no skipping ahead. Designed to be finishable in under 90 seconds on a phone — the only required field at the end is name, email and a GDPR consent tick.

Step 1 — Date

A calendar. Dates already booked (pulled from your iCal feeds, or manually blocked) are greyed out and unselectable. The picker shows two months ahead at a time.

If you've connected a calendar, set Blocks availability to true on that source — otherwise events appear in the dashboard but the widget still allows guests to pick those dates. See Calendars & availability.

Step 2 — Event type

A small grid of types: Wedding, Corporate, Private dining, Birthday, Other. Each location can declare which types it serves. Items in your catalogue can also be scoped by event type — so a "Wedding ceremony fee" only appears when type = Wedding.

Step 3 — Location

The venue picker. Skipped automatically if you only have one active location. Otherwise the guest sees a card per location with capacity range and supported event types.

Step 4 — Guest count

A number input, default 60, range 1–5,000. Drives every per_guest calculation downstream. We validate against the chosen location's min/max capacity.

Step 5 — Menu

All menus matching the location and event type are shown. The guest can toggle individual items on or off. Items marked default start pre-selected. Each item shows its price, pricing unit, and any allergens or dietary tags you've attached.

Step 6 — Add-ons

Products outside the venue-hire category — A/V, decor, late licences, drinks packages, anything you've added to Products. Same toggle logic as the menu step.

Step 7 — Viewing slot (optional)

A simple date/time picker — the guest can book a viewing alongside the enquiry. Skippable if they just want a quote. The viewing is included on the proposal and the lead push.

Step 8 — Contact details

Name, email, optional phone, and a required GDPR consent tick. Optionally a UTM source/medium is captured silently from the URL — useful for attribution.

On Submit:

  • The widget POSTs to /api/widget/v1/submit.
  • A lead and quote are created server-side.
  • The integration push job fires for every active destination.
  • The widget swaps to a confirmation screen with a link to the proposal page.

Throughout: the running total

The configurator shows a live total at the bottom of every step from step 4 onward. It includes selected items, pricing rule adjustments, and VAT. Guests don't need to commit to see the price — that's the whole point.

The widget never accepts a deposit at this stage. Deposits happen on the proposal page, after the guest has had time to think. We don't want to scare anyone off during the configurator.

Something missing or wrong? Tell us.

Updated regularly. UK English. No AI slop.