Introduction to the guest form integration

The Guest Form Integration extends your Booking Form to help you collect important details for every Guest on a booking — not just the primary Customer.

With this feature, you can capture Guest names, email addresses, and other details to improve Customer management, manifests, and itineraries.

Guest Forms make it easier to maintain complete customer records, build accurate manifests, and prepare detailed itineraries.

Read this introduction to our Guest Form feature, which includes instructions on how to find and activate the integration and the next steps.

Using the Guest Form Check out a 3-step overview of the process with the following article: How can I use Guest Forms to collect Guest Contact Information?

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Manage > Integrations > Guest Management > Guest Form
   

What more do I need to use this feature?

• Admin permissions to manage Integrations.
   

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available in both our classic version, which uses classic items (Inventory > Items), and our classic version, which uses classic products (Inventory > Products).  → Learn more about products

To activate the Guest Form integration in your Checkfront account, go to the Integrations area (Manage > Integrations).

Locate the Guest Form tile in the Guest Management category, hover over it with your cursor, and click to select it. 

Select the parameters representing Guests in your business from the Guest Form modal.

For example, select Adult and Child as your parameters to tie these to your Guest Form. When a Customer makes a booking for two adults and two children, the system provides four Guest detail sections that the Booker can fill out during the booking process.

When you are satisfied with your selections, click the blue Activate button to complete the process.

Learn more about configuration For a detailed look at creating and editing parameters if you use Items, check out the following article: Setting up your account configuration

Next Steps

Once you’re comfortable with the basics above, check out these deeper-dive articles:

• Configuring the guest form integration
• Determining general guest form field settings
• Using optional guest form field settings
• Working with advanced guest form field settings
• Rearranging, archiving, and restoring guest form fields
• Taking a look at guest forms within the booking flow
• Adding guests to a booking as the Booker
• Sharing links to the guest form
• Reviewing guest entries via guest forms
• Manually attaching a document to a guest
• Editing the guest list

In the following article, we examine the configuration of the guest form integration.

Configuring the guest form integration >