How do I make a Staff-side booking?

Learn how to make a Staff-side booking, including the multiple areas the option is available.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

New bookings can be created from the locations listed below.

What more do I need to use this feature?

• Admin or restricted permissions to Create Bookings.
  
  

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

1. Staff can begin the creation of a booking from multiple areas in the system by clicking the New Booking button.

• Booking Calendar: Calendar > Booking
• Booking Index: Reports > Booking Index
• Bookmarks: Booking > Bookmarks
• Customer Directory: Customers > Directory
• Daily List: Booking > Daily List
• Daily Manifest: Booking > Daily Manifest
• Dashboard
• Inventory/Product Calendar: Calendar > Inventory/Product
• New Booking: Booking > New Booking

2. Once the new booking button is selected, you can choose the date and item/product.

3. Modify the item parameters or product guest types as needed in the item/product modal window. Click the Continue button to advance when done.

4. In the Booking Form that displays, you can adjust the item/product added, add another item/product with the Add to Booking button, or clear the booking to start over with the Clear All button.

5. Fill out the form fields with the Customer details and choose to Continue to submit the booking.

No payment is required at the time a Staff-side booking is created. Payment can be added at a later time instead.

The system automatically attaches the Staff Status selected in the Configuration area (Manage > Setup > Configuration) to the booking.

You can disable the Customer reserve page if you need to allow for Staff but not Customer bookings. In the Booking Page area (Manage > Layout > Booking Page), select the Disable customer facing reserve page (allows only staff and API bookings) option and save the change. This closes your public booking page. However, Staff bookings are still possible via Booking > New Booking. Find out more about the Booking Page settings here: Introduction to managing booking page layouts

Learn more about these topics here: Introduction to Staff accounts Booking Form & Field Editor: Introduction Adding Payments to booking invoices