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Sharing links to the guest form

If a Booker doesn’t have all the Guest details at booking time, or wants Guests to fill in their own information later, this feature lets them generate a link and share it with participants.

Learn how to share a link with a Guest to have them fill out the Guest Form, including how Guests view the booking receipt.

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
     

 

How to share the guest form link (high-level)

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  1. On the Guest Details screen (after booking), look for the Share this link option near the top.
  2. Click it to open a pop-up with a private URL.
  3. Click Copy to copy the URL to your clipboard.
  4. Paste or send this URL to guests (via email, chat, etc.).

Find a detailed description of these steps below.

 

Sharing a link to the guest form

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Guest details page showing a London Walking Tour booking with an empty guest list and an arrow highlighting the option to share the booking link.

Occasionally, the Booker may not have access to the information you requested in your Guest Form for all Guests in the booking.

In addition to the individual invite links we looked at in the previous article, the Booker can obtain a link from the top of the Guest Details screen using the share this link option and forward the link to the other participants. This link is public, and anyone with the link can access it.

 

Step 1 - Booker copies and shares the link

Guest details page for a London Walking Tour booking with no guests registered and an arrow pointing to the option to copy the booking link.

The Booker needs to click the share this link option to open a small pop-up modal containing a private URL for sharing. 

Next, the Booker needs to click the Copy button to copy the URL to the Booker's clipboard, which they can then share with the other Guests on the booking.

 

Step 2 - Guest opens the form and fills out the details Guest details page showing the form to enter new guest information including first name, last name, and email before continuing.

When Guests click the link in their email, they are presented with a private web page where they can fill out and submit their Guest Details.

 

Step 3 - Booker continues to receipt

Guest details page with one guest added to the London Walking Tour and an arrow highlighting the option to continue to the receipt.

When finished with the share link, or if they don't wish to use it as described above, the Booker can click the continue to your receipt link at the top of the page to complete the booking process.

And that's it for the booking. At this point, Bookers cannot view or edit the information on the guest form.

 

Next Steps

In the following article, we review Guest entries.

 

 

< Adding guests to a booking as the booker     |     Reviewing guest entries via guest forms >

 

 

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