Configuring questions

KYC Questions are extra questions the customer answers during their KYC. They capture context — things you want to know about the rental but that don't change how the customer is scored.

Where to set them up

Open Settings → Risk & KYC → KYC Questions. Same two tabs as Documents: Individual and Business. Set them up separately for each customer type.

Adding a question

Click + Add Question. For each one, fill in:

• Question — the actual text shown to the customer (e.g. “What is the rental for?”).
• Helper Text — a short hint underneath (optional).
• Answer Type — Short text, Long text, Yes/No, Single choice, Multi-select, Number, or Date.
• For Single choice and Multi-select, add the options the customer picks from.
• Required — tick if the customer must answer.
• Applies To — Individual, Business, or Both.

Useful starter questions

• “What is the rental for?” — Single choice. Options: Personal use / Event / Office use / Educational / Other. Required.
• “Where will the equipment be used?” — Short text. Required.
• “Have you rented from us before?” — Yes / No. Optional.
• For business customers: “Industry” — Short text. Optional.

How many questions is too many?

Three to five is usually enough. Don't ask things you'll never look at — every extra question is friction for the customer, and people abandon long forms.

A good test: for each question, ask yourself “what would I do with this answer?” If you can't think of a concrete use, drop the question.

Reordering and editing

Use the ↑ ↓ arrows to reorder. Pencil icon to edit, X to remove. Editing the wording doesn't affect KYCs that have already been submitted.

Next step

Once questions are set, head to Designing your risk scoring — the most important page in the whole module.