Advanced settings give you greater control over how your product functions behind the scenes. This guide walks you through configuring optional features and behaviors that allow you to customize the booking flow and streamline management.
Start setting up or editing your advanced product settings, including adding product upsells, managing product upsells, syncing with integrations, and configuring notifications, waivers & and documents.
New to the Product Builder? Read the first article in this series for an introduction to the Product feature.
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
- Inventory > Products > Products > Add Product/Add New Product/Edit Product > Advanced
What more do I need to use this feature?
- Admin permissions to manage inventory or restricted permissions to View products and assets and Manage products and assets.
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Admin permissions to view and manage integrations if activating from the Product Builder (QuickBooks Online, Waivers, myallocator...).
Which Checkfront version supports this feature - classic items, classic products, or both?
- Your account must have access to classic products (Inventory > Products), a key feature of our classic products version of Checkfront. This feature is not available for use with classic items (Inventory > Items) in our classic items version. → Learn more about products.
Managing advanced settings on products
Start configuring or editing your product availability (Product Builder > Advanced) by following these high-level steps. You can find detailed instructions for each step under 'Learn More'.
| Steps | Learn More | |
| 1 | Add products to inventory as upsells. This is optional. | |
| 2 | Add upsells to your products. This is optional. | |
| 3 | Once you have added upsells to your product, you can edit and detach them as needed. | |
| 4 | Sync your product with QuickBooks Online. This is optional. | |
| 5 | Sync your product with myallocator. This is optional. | |
| 6 | Add additional product-specific messages to your email notifications. This is recommended! | |
| 7 | Add waivers and documents to your product. This is recommended! | |
Next Steps
In the next article in this series, we explore managing your products once they have been created from the Products List.
< Step 4: Configuring pricing for your product | Previewing your product from the Product Builder >