To collet Client information at the time of purchase relating to a Bundle, you can assign a Custom Form to specific or all Bundles.
Admin Dashboard > Settings > Bundle Forms > New Bundle Form
Name: Enter a Name for the From i.e Gold Plan Form
Form Builder: Use the drag and drop form builder to create your form and the information you want to collect.
Select Save & Save & Exit to finish.
Admin Dashboard > Retainers > Bundle Plans > Edit Bundle
Edit a Bundle you have created and assign the Custom Form from the right column.
Admin Dashboard > Requests
The information collected from the form will appear as a Request for the new Client. The Request title will say “New Bundle Purchase – Client Information” with the Client contact details. This Request will be visible to both you and the client, it can be deleted if required.