Configuring the guest form integration

Learn how to configure Guest Form fields, including working with the default fields and field editor.

New to the Guest Form? Read the first article in this series for an introduction to the Guest Form feature.

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

Upon activation, you are transferred to a new tab in the Layout area (Manage > Layout) of your Booking Manager.

The Guest Form tab sits between the Booking Form and Invoice tabs.

The Guest Form tab is divided into two sections, Guest Details and Archived Fields, which we look at in greater detail later in this series. 

By default, the Guest Details section comes pre-populated with three required fields - First Name, Last Name, and E-mail.

The name and email fields can be made optional. Where the name field is not collected, the booking form inserts the word "Guest" for the Customer's name.

The forms used for adding new Guest fields and editing existing fields are similar except for how they are created. Whichever option you choose, you are presented with the exact pop-up modal enabling you to configure the field with your Guest Form.

Editing fields

To edit an existing Guest field, click the Edit link to the right of the field. This link opens the Guest Form field editor in edit mode.

Adding new fields

To add a brand new Guest Form field, click the link labelled Add new guest field below the list of current fields. This button opens the Guest Form Field editor in create mode.

Whether creating a new field from scratch or editing an existing field, there are various options you can configure that define the appearance and functionality of the field.

The field editor modal is divided into three tabs: General, Options, and Advanced. The next article in this series looks at the general settings.

< Introduction to the guest form integration     |     Determining general guest form field settings >