Introduction to the guest form integration

Read this introduction to our Guest Form feature, including how to find and activate the integration.

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

• Configuring the guest form integration
• Determining general guest form field settings
• Using optional guest form field settings
• Working with advanced guest form field settings
• Rearranging, archiving and restoring guest form fields
• Taking a look at guest forms within the booking flow
• Adding guests to a booking as the booker
• Sharing links to the guest form
• Reviewing guest entries via guest forms
• Manually attaching a document to a guest
• Editing the guest list

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

Manage > Integrations > Guest Management > Guest Form

What more do I need to use this feature?

• Admin permissions to manage Integrations.
  
  

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

The Guest Form integration is an extension of your Booking Form and enables you, as a business, to collect the names and email addresses of all Guests on a booking, not just the person who made the booking. The Guest Form is great for maintaining Customer records and updating your manifests and itineraries.

These insights provide data on who is attending your activities and enable you to understand individual Guest needs and preferences. 

The Guest Form integration allows you to tie booking form responses to particular Guests so you can make sure everyone is looked after and has what they need.

Check out a 3-step overview of the process with the following article: How can I use Guest Forms to collect Guest Contact Information?

To activate the Guest Form integration in your Checkfront account, go to the Integrations area (Manage > Integrations).

Locate the Guest Form tile in the Guest Management category, hover over it with your cursor, and click to select it. 

Select the parameters representing guests in your business from the Guest Form modal.

For example, select Adult and Child as your parameters to tie these to your Guest Form. When a Customer makes a booking for two adults and two children, the system provides four Guest detail sections that can be filled out during the booking process.

When you are happy with your selections, click the blue Activate button to complete the process. 

Learn more about creating and editing parameters if you use Items here: Setting up your account configuration

Configuring the guest form integration >