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How do I make a Staff-side booking?

Help your team create reservations quickly and accurately by learning how to make a Staff-side booking in Checkfront. This guide walks your Staff through the steps to book for Customers with ease.

Learn how to make a Staff-side booking, including the multiple areas where the option is available.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

  • You can create new bookings from the locations listed below.
     

What more do I need to use this feature?

Which Checkfront version supports this feature - classic items, classic products, or both?

  • This feature is available in both our classic version using classic items (Inventory > Items) and our classic version using classic products (Inventory > Products).  → Learn more about products

 

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What is a Staff account?

A Staff account lets you provide access to individuals who need to manage inventory, availability, or bookings.

 

Creating a Staff-side booking

Checkfront dashboard with multiple New Booking entry points highlighted in the navigation menu, calendar, and dashboard widget.

1. Staff can click the New Booking button to begin creating bookings from multiple areas in the system.

  • Booking Calendar: Calendar > Booking
  • Booking Index: Reports > Booking Index
  • Bookmarks: Booking > Bookmarks
  • Customer Directory: Customers > Directory
  • Daily List: Booking > Daily List
  • Daily Manifest: Booking > Daily Manifest
  • Dashboard
  • Inventory/Product Calendar: Calendar > Inventory/Product
  • New Booking: Booking > New Booking
 
New booking page showing available overnight accommodations and room types with images, descriptions, and prices.

2. Once the new booking button is selected, you can choose the date and item/product.

 

Booking pop-up for King Deluxe Room with check-in and check-out date selectors, room and guest quantity fields, and price displayed.
3. Modify the item parameters or product guest types as needed in the item/product modal window. Next,  click the Continue button to proceed.

 

Create booking form displaying selected King Deluxe Room details at the top and customer information fields below.

4. In the Booking Form that displays, you can adjust the item/product added, add another item/product with the Add to Booking button, or clear the booking to start over with the Clear All button.


5. Fill out the form fields with the Customer details and click the Continue button to submit the booking.

 

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Staff are not required to submit payment

Staff are not required to submit payment when creating a Staff-side booking; payment can be added later instead.

 

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The system automatically attaches the Staff status

The system automatically attaches the Staff Status selected in the Configuration area (Manage > Setup > Configuration) to the booking.

 

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Turning off the Customer reserve page

You can turn off the Customer reserve page to allow for Staff but not Customer bookings.

In the Booking Page area (Manage > Layout > Booking Page), select the Disable customer-facing reserve page (allows only staff and API bookings) option and save the change.

Turning off the Booking Page closes your public booking page. However, Staff bookings are still possible via Booking > New Booking.

Find out more about the Booking Page settings here:

 

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Learn more about Staff accounts

For a detailed look at Staff accounts, the booking form, and adding payments to invoices, check out the following articles:

 

 

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