Prerequisites:
- Slack is available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
- Interested in using Slack with products (Inventory > Products)? Your account must be a member of our Early Access Program. Please reach out to Checkfront Technical Support to learn more.
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Early Access Program To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program. |
Setup in Checkfront
Back to topOnce you have your channel created in Slack, it's time to configure the add-on in Checkfront. Log in to Checkfront and navigate to Manage > Integrations from the main menu.
Locate the Slack Notifications tile, hover over it with your mouse, and click to select it. This launches the setup window, as seen above.
Enter the channel name created in the previous step. Make sure you put the hashtag at the front, as this is required.
By default, the Post New Booking Notifications option is checked. Whenever a new booking is made, either by a customer/partner on the front end, or a staff member in the back end, a notification is sent to the Slack channel.
It's also possible to send a notification when a note is added to a booking by a staff member. If you want to activate this option, then check the box labelled Post Staff Notes.
When ready, click the blue Activate button in the bottom right corner of the window.
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