You can retroactively link an existing waiver or document (e.g., one filled out via your public directory) to a specific Guest on a booking. This feature is helpful if the Guest did not upload a document during booking or if you want to handle documents manually.
Learn how to manually attribute a document to a Guest entry.
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
Manually attaching a guest document
If a waiver or document has been filled out through your public document directory and not during the booking process, you can manually attach it to one of the Guests in a booking.
- Navigate to the invoice in your Booking Manager and select the Guests tab.
- From the Guest List, select the Guest to whom you need to attach the document.
- In the right sidebar, click on the Attach Document button.
- From the pop-up modal, select a public document from the dropdown menu.
- Click the blue Attach button.
- After clicking the Attach Document button, a pop-up modal appears, allowing you to select a public document from the dropdown menu. You can also search directly for the Guest's name to narrow the results.
- Select the document you wish to attribute and click the blue Attach button. You have now associated the document with the Guest.
Next Steps
The following article in this series looks at editing the Guest List.
< Reviewing guest entries via guest forms | Editing the guest list >