Interactive Customer Maps

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A popular feature among Checkfront users is the Customer Map. The Customer Map provides a bird's eye view of where your customers are coming from. A more zoomed in view will display customer pins individually, especially the further in you zoom. If you are zoomed out, however, the pins will be clustered together, as you can see in the image below. To access the Customer Map, navigate to Customers > Map in your Checkfront Booking Manager.  

 

 

 

To activate the Maps add-on in Checkfront, navigate to Manage > Add-ons, hover your mouse over the Maps tile and click on the Setup button.  

 

 

 

 

From the pop-up window, check either or both the checkboxes to activate the associated features, described below:  

 

Show map links in invoices (staff view)

If this option is selected, links to Google Maps will be displayed on invoices for the customer address as well as the location of the booked item, if applicable.  

 

 

 

 

To view the customer address link, hover over the address while viewing the invoice. Then, click on that link to open a Google Map of the location. This is only visible to staff members and will not be shown on the customer's invoice. The item location will also be displayed with the item details on the invoice, both in staff and customer views (highlighted in yellow, above). Again, clicking on this link will open up a Google Map of the item's location.  

 

Use maps for item locations

Selecting this option will add a map of the item's location which is visible to customers while booking said item. The address for the item's location can be added under the Media tab when editing an item. Enter a full address for the location and click Refresh Map to display the marker.

 

 

 

 

While making a booking, the customer can click on the Map tab to view the location on a small map.

 

 

 

 

Finding Location Coordinates: If the item doesn't have a physical address, you are able to enter it's geographical coordinates instead, using the format 49.341408, -123.036114 A great website to use for this is http://latlong.net. Here, you can drop a pin on a map to display the coordinates, which can then be added to your item's media tab in the Checkfront Booking Manager.

 

 

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When you have a lot of customers based in the same region, it can become a bit of a hot mess trying to display a marker for each one in a zoomed out view. So, multiple markers like this are displayed collectively in one cluster. The number specifies how many markers have been grouped together under any one cluster. Clicking on one of these clusters will open up a more zoomed in view, so you can view the individual markers properly. A blue cluster means that there are less than 10 customers based in that area. The yellow cluster means 10-99 customers in an area, while the red means 100+ customers in the region.  

 

 

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Your customers can be filtered by booking status. To do this, click on the Status button just above the map. A drop-down menu will open up and you can go ahead and select your status from there.

 

 

   

 

 

Once selected, all bookings without the chosen status will be filtered out, leaving behind only the customers you really need to see at that time.

 

 

 

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By default, the customer map will display pins based on bookings created in the last 3 months. This is customizable using the date filter, next to the status button. There are two parts to the date filter.

 

 

 

 

1) Click the Date: button to open a drop-down menu. Choose from the date the booking was Created, the booking Start Date or the booking End Date.

2) Click the All button to open up another drop-down menu. This time, select the date range from the options provided. Choose the Custom option to reveal two date picker buttons. The first is for the Start Date, the second for the End Date. Select your date from the calendar that appears after clicking on each of these buttons. Use the small black arrows to move back and forth through the calendar months.  

 

 

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Based on the date range you have selected, the report will pinpoint all of your customers on an interactive map using the address supplied with the booking. Clicking any of the pinpoints will reveal the booking details, including its status, the name of the customer and the item/date they have booked. There is also a link, labelled with the booking number, that will take you directly to the full invoice page for that booking.