Nutshell CRM: Setup in Checkfront

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To access the add-ons area in your Checkfront account, go to Manage > Add-ons > Service Add-ons and look for the CRM section. Hover your mouse over the Nutshell tile and click on the Setup button.

 

 

 

 

Enter your username, which is the email address you used to create your Nutshell CRM account. Then, paste the API key you just copied in the previous step. If you'd like to add a note to contacts on new bookings and/or create leads for new bookings, check those options here. When you're ready, click the blue Activate button.

 

 

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