Assigning assets from the Daily Manifest

Allocate physical assets (e.g., equipment, spaces, vehicles) directly from the Daily Manifest to prevent overbooking and ensure your resources match bookings. Use this feature to assign, reassign, or unassign assets in real time, helping your operations run smoothly.

Learn how to assign assets via the Daily Manifest, including:

• Accessing the assets panel
• Understanding private vs public (shared) assets
• Understanding asset reservation and assignment 
• Assigning private resources to bookings manually
• Assigning shared assets to bookings manually
• Assigning all assets to bookings
• Understanding guest allocation for asset assignments
• Assigning assets to upsell bookings
• Expanding/collapsing rows of assignments
• Changing asset assignments
• Unassigning assets
• Adding the assigned assets column to the Daily Manifest

New to the Daily Manifest?  Check out the first article in this series: Daily Manifest: Introduction.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Booking > Daily Manifest > Assign
   

What more do I need to use this feature?

• Admin or restricted permissions to View all Reports (or Daily Manifest) and Export Data.
• Admin or restricted permissions to View all Reports (or Revenue) to access the Revenue Report from Insights.
• The Guest Form (Manage > Integrations > Guest Management) integration is required to collect and include Guest information within your Daily Manifest.
   

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

What is an asset? An asset is a key business resource that your activity relies on to supply experiences to your Guests, such as equipment, vehicles, or rooms. The distribution of this resource ultimately determines the availability of the product you are offering.

Learn more about products and assets For a detailed look at configuring assets and products, check out the following articles: Establishing inventory on products Introduction to assets and the asset builder

1. Go to Booking > Daily Manifest.
2. Click the +Assign button.
3. Find the Daily Summary at the top of the side panel that opens.

At the top of the panel, you can find a daily summary of the:

• Date of the activity
• Applicable flex-time or timeslot (where applicable)
• Name of the product
• Number of bookings for the product
• Number of Guests
• Total sales you've received for the product (e.g., tour, activity, rental, accommodation)

 

What is an activity? An activity is a product session, for example: 03/28/2026 All day | Scenic Boat Tour The Daily Manifest shows all bookings for the day by activity.

 

Depending on your asset configuration, the assets displayed are private to the booking (e.g., a kayak rental) or shared by the public across multiple bookings (e.g., a public tour bus). 

The system assigns private assets by quantity, whereas it assigns public assets by capacity. Public assets are also referred to as shared assets, as bookings for the same or different products can share them.

What are shared assets? With shared assets, the system shares the assets you have assigned by capacity with all bookings for the activity. For example, you offer a public city bus tour and book each seat. You can share assets with multiple products and their activities if they are assigned by capacity AND shared across products. For example, you offer a city museum tour and an art gallery tour that share the same bus. You offer both tours to the public and book them per seat on the bus. Learn More: How do I set up products to share assets? Setting up products to share assets

Understanding asset holds and assignment

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Asset holds

When someone makes a booking, the system checks the number of bookings against the number of available assets and generally reserves (places on hold) assets in the background.

More about asset holds (or soft-assignment) The system automatically reserves assets by default. You can see that the system has reserved assets as the system displays a gray check mark (✓) next to the asset category. There is also a drop-down menu that prompts you to Select Assets for assignment. This feature is sometimes called soft assignment.

 

Asset automatic or manual assignment

Your Staff can then assign the specific assets manually or automatically via the Daily Manifest. 

• The Assign all option automatically allocates assets in the order they were created (not necessarily as they are listed). This feature saves time and effort when no unique needs are satisfied during resource assignment, e.g., all your life jackets are one-size-fits-all.
• Manual assignment requires you or your Staff to select resources to book. This option is helpful if you think it's important to give more consideration to assigning assets (e.g., the Guest needs a small life jacket).

You can manually assign private resources to a product booking, such as a single kayak for a Kayak Rental booking. Follow these steps:

1. Go to Booking > Daily Manifest.
2. Click the + Assign button to open the side panel for the chosen activity, e.g., 0:900 AM - 10:00 AM Kayak Rental.
3. Under the Booking ID, select the assets from each drop-down menu, e.g., Single_Kayal_01 from the Kayaks category menu. The system then automatically updates the quantity of assets assigned and displays a green check mark (✓) next to your selection. This checkmark indicates that you have successfully assigned the asset.
4. Repeat for every booking listed for that activity, e.g., you may have more than one Kayak Rental booked for the same timeslot.
5. Click the Save button to commit your choices.

You can manually assign shared assets to a product booking, for example, a seat on the Party Bus for a Night Bus Tour.

1. Go to Booking > Daily Manifest.
2. Click the +Assign button to open the side panel for the chosen activity, e.g., All Day Night Bus Tour.
3. Under the Booking ID, select the assets from each drop-down menu, e.g., Party Bus_1 from the Buses category menu. The system then automatically updates the quantity of assets assigned and displays a green check mark (✓) next to your selection. This checkmark indicates that you have successfully assigned the asset.
4. Repeat for every booking listed for that activity, e.g., you may have more than one Night Bus Tour booking for the same timeslot.
5. Click the Save button to commit your choices.

Understanding availability from the daily manifest with shared assets

The system displays the total available and consumed capacity for that shared asset next to the asset name. For example, two guests have been assigned seats on the 8-seat shuttle bus for the Night Bus Tour, displayed as (8/2).

Understanding how assets are shared with other activities

To provide you with better context when assigning shared assets, you can view what other bookings share the asset, including the following information:

• Format: (Number of assets assigned to booking/total number spaces)  [Booking No.] - [Product Name] | [Allocation]
• Example: (2/20) PCQD-080426 - Scenic Bus Tour | All day 06/10/26

For shared booking information to appear here, the following conditions must all be met:

• Two capacity-based products must exist that share the same asset
• You must have turned on Asset sharing for both products
• Both products must have active bookings
• Both products must have assignments

This information helps you avoid conflicts and optimize asset utilization.

To automatically assign assets, click the Assign all button and save your changes. We recommend this option for simple, one-size-fits-all asset assignments.

1. Go to Booking > Daily Manifest.
2. Click the +Assign button to open the activity's side panel.
3. Click the Auto Assign button.
4. The system assigns assets in the order you created them. The system updates the number of assets assigned and displays a green check mark (✓) next to each assigned asset.
5. Click the Save button to confirm the assignment.
    

Understanding guest allocation for asset assignments

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Have you set up assets to be assigned by guest type? For example, you have a bike rental business where adults are assigned large mountain bikes, and children are assigned small ones.

 

Manual asset assignment by guest type

Follow these steps to assign the assets manually:

1. Go to Booking > Daily Manifest.
2. Click the +Assign button to open the activity's side panel.

3. Under the Booking ID, select the assets from each drop-down menu, noting the guests they apply to next to the Guest Allocation label. 
   
   For example, select Mountain Bike - Large_1 under the Bikes - Mountain Bike - Large category for Adults.

   The system then automatically updates the quantity of assets assigned and displays a green check mark (✓) next to your selection. This checkmark indicates that you have successfully assigned the asset.
    

4. Repeat for every booking listed for that activity, e.g., you may have more than one Mountain Bike Rental booking for the same timeslot.
   
   For example, select Mountain Bike - Small_1 under the Bikes - Mountain Bike - Small category for Children. 
    
5. Click the Save button to commit your choices.

 

Automatic asset assignment by guest type

Follow these steps to assign the assets automatically:

1. Go to Booking > Daily Manifest.
2. Click the +Assign button to open the activity's side panel.
3. Click the Auto Assign button.
4. The system assigns assets in the order you created them. The system updates the number of assets assigned and displays a green check mark (✓) next to each assigned asset.
5. Click the Save button to confirm the assignment.

 

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Assigning assets to upsell bookings

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If you offer upsells for your product offerings, such as picnic baskets add-ons for bus tours, you can assign them to bookings from the Daily Manifest, just as you would assign assets to the primary product offering.
 

Manually assign all upsell assets to activity bookings

1. Go to Booking > Daily Manifest.
2. Click the +Assign button to open the side panel for the upsell activity, for example, Picnic Basket.
3. Under the Booking ID, select the assets from each drop-down menu, e.g., Picnic Baskets from the Food and Beverage category menu. The system then automatically updates the quantity of assets assigned and displays a green check mark (✓) next to your selection. This checkmark indicates that you have successfully assigned the asset.
4. Repeat for every booking listed for that activity, e.g., you may have more than one Picnic Basket ordered for the same timeslot.
5. Click the Save button to commit your choices.

 

Automatically assign all upsell assets to activity bookings

1. Go to Booking > Daily Manifest.
2. Click the +Assign button to open the side panel for the upsell activity, for example, Picnic Basket.
3. Click the Auto Assign button.
4. The system assigns assets in the order you created them. The system updates the number of assets assigned and displays a green check mark (✓) next to each assigned asset.
5. Click the Save button to confirm the assignment.

 

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Expanding/collapsing rows of assignments

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Click the Expand/Collapse icon in the Assignment Panel to quickly and easily show or hide the Guest Lists for each activity booking. This feature is helpful if you have a long list of activities for the day.

1. Go to Booking > Daily Manifest.
2. Click the Expand rows button in the top-right corner to open and show the Guest Lists for each activity booking.
3. Click the Expand rows button to close and hide the Guest Lists as needed.
    

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Changing asset assignments

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To change an asset assignment, follow these steps:

1. Go to Booking > Daily Manifest.
2. Find the activity with the booking you need to update.
3. Click the + Assign button.
4. Find the booking and assets that you need to change.
5. Open the drop-down menu next to the asset pool, then select the asset.
6. Deselect the asset you need to unassign, e.g., Life_Jacket_Small_01.
7. Find the asset you need to assign, e.g, Life_Jacket_Medium_01.
8. Select that asset. The system updates the number of assets assigned and displays a green check mark (✓) next to your assignment.
9. Repeat these steps for every asset you need to update.
10. Click Save to preserve your changes.

 

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Unassigning assets from the Daily Manifest column

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Follow these steps to unassign one or more assets:

1. Go to Booking > Daily Manifest.
2. Find the activity with the booking you need to update.
3. Click on the + Assign button.
4. Find the assets that you need to unassign.
5. Open the drop-down menu next to the asset pool, then select the asset.
6. Deselect the asset. The system decreases the number of assets assigned and displays a gray check mark (✓) next to the updated asset assignment.
7. Repeat the above steps for every asset you need to unassign.
8. Click Save to preserve your changes.

 

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Adding the assigned assets column to the Daily Manifest

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Would you like to view assigned assets for a booking at a glance within the Daily Manifest? You can add the Assigned Assets column, which displays this information.

1. Start by clicking the Edit columns icon at the top right of the page, next to the filters.
2. Select the Assigned Assets column.
3. Select Save to save your update.

The Assigned Asset column now displays within each booking row of the Daily Manifest.

 

Assigned assets column You can view a list of assets assigned to the booking via the Assigned Assets column in the Daily Manifest. The system now shows the Assigned Assets by default.

 

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Frequently asked questions

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What does it signify if the asset assignment shows gray checkmarks instead of green?

• A gray checkmark (✓) indicates that the system has reserved (or soft-assigned) assets to ensure there is no overbooking. 
  • Learn more above under Understanding asset holds and assignment.
• A green checkmark (✓) indicates that the system has assigned specific assets to the booking.
  • Learn more above under Understanding asset holds and assignment.

Why assign inventory even when it's already reserved?

• Specific attributes: If your inventory has variations (e.g., sizes), assigning ensures the right items are allocated to the right booking.
• Insurance purposes:  If you need a record of exactly which items are assigned, manual assignment provides that paper trail.
• Generic inventory: Even with generic stock, assigning can help maintain accurate tracking across bookings.
  
  Operators should make assigning inventory a regular part of their Staff's workflow, as the Daily Manifest is used to manage activities, bookings, and guests.

 

Why am I seeing the error message, 'Sorry, this assignment could not be saved because not enough resources are available'?

• The system can display this error message when you try to assign assets to a historical booking.

 

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