Learn how to configure allocation and visibility settings for your item, including associating documents/waivers with an item.
New to the Item Builder? You can read the first article in this series for an introduction to the Item Builder.
Which plans include this feature?
Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Growth (Subscription), Growth (Online Booking Fee), Managed
→ Learn more about our new plans or how to change your plan.
Where can I find this feature using the top menu?
Inventory > Items > Add New/Edit Item > Attributes
What more do I need to use this feature?
-
Admin or restricted permissions to View items, products, and assets and Manage items, products, and assets.
Which Checkfront version supports this feature - classic, new or both?
- Your account must have access to items (Inventory > Items), a key feature of our classic version of Checkfront.
|
New to Checkfront - Products ✨ With our newest version of Checkfront, we have added Products (Inventory > Products) as the successor to items (Inventory > Items). Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information. |
Configuring allocation
Back to topYou can allocate your item per Day, per Night, per Time or Timeslots. This determines how the item is subsequently distributed, booked, and priced.
|
This overrides the system's default Configuration (Manage > Setup > Configuration > Allocation). Learn more here: |
|
Are you searching for how to configure visibility for Products instead? Learn more here: |
Allocating per day
Back to topUsed for both single-instance bookings (a one-day sightseeing tour) and multiple, full-day bookings (such as a multi-day kayak adventure).
|
For example, with a per day booking from Aug 1 - Aug 3, the booking ends on Aug 3. |
Fixed Length (days)
This forces the Item end date/time to a fixed length. In this case, this represents days.
Leave this field blank to allow the Customer to choose their beginning and end date.
Set the value to 1 to hide the end date/time option.
Allocating per night
Back to topUsed most frequently by accommodation providers. This setting enables you to charge a per Night rate. This differs slightly from the day rate in that the checkout date would be the day after the last booking date.
|
For example, with a per night booking from Aug 1 - Aug 3. The checkout date would be Aug 4. This does not take away from your available Aug 4 inventory. |
Fixed Length (nights)
This forces the item's end date/time to a fixed length. In this case, the value represents the number of nights.
Leave this field blank to allow the Customer to choose their beginning and end date.
Set the value to 1 to hide the end date/time option.
Allocating per time
Back to topThis setting determines the length of your bookings, measured by the amount of time allocated. By default, this is per hour, but you also have the option to offer bookings 10 mins, 15 mins, 20 mins, or 30 mins in length.
|
Examples range from a 20-minute fitness consult to a 2-hour kayak rental. |
When you choose this option, a table of standard time units displays. You can select from this table and refine Allocation using the following settings.
Fixed Start Time
This setting allows you to fix a specific start time for your booking.
|
For example, if you offer a tour starting at 8:00 AM, you would enter that time in the Fixed Start Time box. |
Default Length (interval, e.g. hours)
This setting allows you to suggest a booking length while allowing your Customer to adjust their end time.
You can then specify multiples of this time within the Default Length setting if the particular amount of time you are looking for is not specified.
|
For example, to configure a booking length of 50 minutes chose a default length of 5. That's 10 minutes, multiplied by 5 to equal 50 minutes. When booking, the Customer sees a default booking length of 50 minutes. However, they can adjust this if they wish, up or down, in multiples of 10 minutes. |
Fixed Length (interval, e.g. hours)
This forces the item's end date/time to a fixed length. In this case, the value represents intervals of time.
Leave this field blank to allow your Customer to choose their beginning and end date/time.
Set the value to 1 to hide the end date/time option.
|
For example, if you wish to fix the length of a booking to 50 minutes, you put a 5 in the Fixed Length box. This removes the end time from the booking process so the Customer cannot alter it. They can only select a start time. |
Allocating with timeslots
Back to topTimeslots are an option if you offer scheduled products, tours or appointments.
Setting up timeslots
Back to topStart building your timeslots via the following settings.
| Features | ||
|
Start Time |
|
|
|
End Time |
|
|
|
Days of Week |
|
|
| Add a Timeslot |
|
|
|
Remove |
|
|
|
Removing Timeslots You can add and remove timeslots as needed, but ideally, you do this before you have accepted bookings. Booking Invoices retain their original timeslot values as a snapshot of what was booked unless the Booking Invoice itself is edited. If you remove a timeslot, you can still report on previously associated bookings, but the timeslot is no longer visible or accessible in the Inventory Calendar. Please reach out to Technical Support with your intentions before doing so mid-season to get some advice and avoid issues. |
|
Gaps Between Timeslots The Maintenance Time setting (Attributes > Additional Options) does not apply to timeslots. Instead, you can leave a time gap between timeslots for turn-around or maintenance time. Add all the timeslots you need using the Add a Timeslot button, including those that cover the gaps between bookings, then remove every other timeslot on the list. This creates breaks in between your timeslots, for example, tours going out at 9:00 AM, 11:00 AM, 1:00 PM and 3:00 PM. |
|
Overlapping Times |
Other Timeslot Settings
Back to topTimeslot Settings enable you to customize how the timeslots appear to your Customers within the Customer Booking Page. Access these additional settings by opening the Timeslot Settings section.
| Features | ||
|
Booking Display |
|
|
|
Show End Times |
|
|
|
Show Unavailable Slots |
|
|
|
Timeslot Settings Preview |
|
|
Determining item visibility
Back to topChoose who can view the item - Everyone, Staff Only or In Packages Only.
- Everyone - visible to both Staff and Customers.
- Staff Only - only visible and bookable internally.
- In Packages Only - only visible when part of a package.
Adding documents/waivers
Back to topThe following settings display for those on a plan that includes documents/waivers.
Click the +Add Document button to associate an existing Document/Waiver Template with your item.
This opens the Add Document/Waiver modal. From there, you can choose which template to add, the due date for the document/waiver, and any reminder schedule to apply.
|
Learn more about configuring Waivers & Documents here: |
Update document/waiver settings
Back to top
|
This overrides the system default Configuration (Manage > Setup > Configuration > Allocation). Learn more here: |
|
Clicking on the delete button does not remove the document/waiver entirely but removes the association between the document/waiver and the item. Any existing Booking Invoices retain the links to the document/waiver and the information provided intact and accessible, but the document/waiver does not attach to any further item bookings. |
|
Are you searching for how to configure waivers for Products instead? Learn more here: |
< Configuring inventory and parameters for items | Configuring additional options for items >