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Introduction to products and the product builder

Read this introduction to our Product Builder feature, including tips on preparation, adding a new product, and navigating the Products list.

To learn more about the functionality of the Product Builder, please read the entire series of articles accessed at the side and bottom of this page.

 

Which plans include this feature?

Legacy:  Soho, Pro, Plus, Enterprise, Flex
New:  Starter, Growth (Subscription), Growth (Per Booking), Managed
→ Learn more about our new plans or how to change your plan.


Where can I find this feature using the top menu?

Inventory > Products > Products

What prerequisites are there?

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

  • Your account must have access to products (Inventory > Products), a key feature of our new version of Checkfront. This feature is not available for use with items (Inventory > Items) in our classic version. → Learn more about products. 
     

 

Preparing to build your first product

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Allow ample time to configure, test and optimize your inventory before going live. Before you start building out your products, it is helpful to prepare some information in advance...

  • List of categorized offerings with names, SKU codes, and summary descriptions.
  • Photos or videos of your product offerings.
  • Link to your website for more information.
  • Inventory numbers (where limits apply), including associated assets (equipment, spaces, transport...) that limit the availability of your offerings.
  • Product allocation (All Day, Nightly, Timeslots, Flextime).
  • Product availability (dates and times), including any pricing adjustments and booking rules.
  • Pricing structure for your products, including group pricing where applicable.
  • Custom Rates for longer durations of bookings.
  • Guest types (Adult, Child...) to allow for specific price points and the use of guest forms.
  • Minimum or maximum numbers on the number of guests or total guests within a single booking.
  • Taxes configured within Ecommerce Setup (Manage > Ecommerce Setup), ready to apply to your product, as needed.
  • Booking deposits, if required, for the product.
  • Partner commissions, if applicable to the product.
  • Additional products are configured for additional offers associated with your primary product (upsells).
  • Consider what Custom Email Notification content you might need.
  • Consider activating Waivers and Documents (with supported plans).

 

tip

To understand how inventory information is organized throughout the system, it is best to start by creating one product (based on assets if needed). You can then preview that product or, better yet, run a test booking through the system.

Once booked, you can check out how that booking displays within booking tools (e.g. Daily Manifest), reports (e.g. Booking Index) and the Booking Invoice and then adjust how your products (and assets) are configured to suit your needs.

 

Adding new products

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Add Product

To add a new product, click the + New Product button in the top right-hand corner of your Inventory page.

You can then start building your product via our Product Builder, which is covered in the following articles in detail...

Importing products

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Learn More

Product inventory can be imported using our provided template. Find out more about this process here:

 

Exporting products

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Learn More

Entries on the Product page can be exported to a downloadable file. Find out more about this process here:

 

Archiving products

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Learn More

Product inventory can be archived and saved to reactivate later. Find out more about this process here:

 

Working with your product list

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Products List

Once created, products are listed on the Products page. You can filter your list by Category, Status (Show) or keyword Search of the SKU and Name fields.

Click on the Name or SKU of the product within the Products page to enter the Product Builder and edit your product.

Product columns (SKU, Name, Category, Unit, ID, and Status) are sortable. Click the column header to sort the column by ascending or descending order.

 

FAQ

Why is my product not visible on my booking page?

There are several reasons your product may not be visible for booking, for example:

 

Alert

Users with restricted product and category permissions may not automatically have permission to access newly created products and categories.

Permissions should be reviewed to ensure Users have the correct ones enabled.

Find out more about permissions here:

 

Frequently Asked Questions

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  • How can I delete a product?

    While you cannot delete a product, you can archive it.

 

 

|   Navigating the product builder >

 

 

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