New to the Product Builder? Read the first article in this series for an introduction to the Product feature.
Which plans include this feature?
Where can I find this feature using the top menu?
Inventory > Products > Products > Add Product/Add New Product/Edit Product
What more do I need to use this feature?
Admin permissions to manage inventory or restricted permissions to View products and assets and Manage products and assets.
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.
Navigating using the top menuBack to top
You can move through the Product Builder via the menu provided at the top of the page (Details, Inventory, Availablity, Pricing, Advanced) or use the options provided in the page's footer.
Once you Save the initial details (Name, SKU, and Category) of your product, these steps are unlocked.
Accessing other actionsBack to top
The following options are available from the Actions menu at the top-right of the Product Builder.
Copying your product
Need to copy your product? Select this option from the Actions menu in the top-right corner of the Product Builder.
Click Copy to create a duplicate draft copy of the product in focus. Be sure to Save your copy via the navigation options in the footer of the Product Builder!
Once saved, the copy can be found within the Products list prefixed with Copy of in the product's name, for example, Copy of Kayak Rental.
The copied product has a Draft status, so filter the Products list accordingly.
A new SKU has been generated automatically, so you may need to update that value to match your identification system.
For step-by-step instructions on copying a product, please see the following article:
Deactivating your product
If your product is active, you are given the option to Deactivate the Product.
The Deactivate Product option removes the product from your booking page. No new bookings can be accepted, but any future bookings already made for this product remain intact unless manually cancelled or changed.
Archiving/unarchiving your product
Need to archive your product? Select this option from the Actions menu in the top-right corner of the Product Builder.
Archiving a product removes it from your booking page and prevents you from changing its configuration. No new bookings can be created, but existing bookings for the product remain intact unless manually cancelled or changed.
Once Archived, the product can be found within the Products List with a status of Archived.
You can unarchive the product by editing the product and selecting the option to Unarchive from the warning at the top of the page or the Actions menu.
When a product is unarchived, it is given the status of Draft. This allows you to update the product before setting it to Active.
For step-by-step instructions on archiving a product, please see the following article:
Navigating using the footer optionsBack to top
Navigating back a step
Use the Back navigation option to move back a step in the Product Builder.
Previewing your product
The Preview option lets you view the product from the Customer's perspective within the Customer-facing booking page once the product is Active.
Saving your work
The Save & Continue and Save options allow you to save the progress you have made when building a product or any edits to your product.
This option becomes available once the minimum required product information has been added.
Activating your product
Need to activate your product? Click the button the Activate Product button in the footer menu. Once your product is Active, it is displayed on the Customer Booking Page, and bookings can be booked according to how you have configured your product.
This button is not visible if your product is already active.
What is the minimum amount of information I need to activate my product?
This depends on your business needs, but the most basic product includes a product name, SKU, category with unlimited inventory, availability event, and a base rate.
The Activate Product button becomes enabled once you have saved your initial updates.
You can click the Activate Product button for additional guidance on what you need to configure before going live.
Look for the warning icon (!) beside the guidance button.
Once activated, the product is bookable based on your settings, including visibility - visible to everyone, staff only, or as an upsell.
In the next article in the series, we look at setting up your product details.