Using optional guest form field settings

Optional Guest Form Field settings allow you to control who sees and completes each field on your booking forms. Use these settings to simplify the Guest experience, streamline staff workflows, and ensure you collect the right information from the right people.

Learn how to access and configure optional field settings, including display and requirement settings.

New to the Guest Form? Read the first article in this series for an introduction to the Guest Form feature.

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

1. Go to Manage > Integrations > Guest Management > Guest Form.
2. Click Edit for any of the listed fields.
3. Click the Options tab of the Edit Form Field modal to access visibility and requirement settings.

The Options tab houses the settings that determine whether your field is required and whether it is visible to Customers only, Staff only, or both!

For example, you may want your Staff to collect information when taking bookings over the phone, but not want those fields visible on the public booking form. 

 

Show on form

Click the Show on form checkbox next to the Customer and/or Staff settings to include the field within the Guest Form.

• If you select Show on form next to the Customer setting, the field displays on the Customer-facing Guest Form.
• If you select Show on Form next to the Customer setting, the field displays on the Staff-facing Guest Form.

Staff can edit Customer-only fields when editing bookings When Staff members edit a booking, they see fields usually hidden from Staff. Staff can then edit a Customer-only booking field.

Mark field required

Click the Required check box to mark the Guest Form fields as mandatory.

• If you select Required next to the Customer setting, the field is mandatory on the Customer-facing Guest Form.
• If you select Required next to the Customer setting, the field is mandatory on the Staff-facing Guest Form.

Next Steps

In the following article, we look at working with advanced Guest Form field settings.

< Determining general guest form field settings     |     Working with advanced guest form field settings >