Learn how to access the Documents tab of the Invoice, including how to email the document to participants, delete or detach a document manually, allow reuse of the document, and view document details, such as the signature.
New to the Booking Invoice? Read the first article in this series for an introduction to the Booking Invoice.
Which plans include this feature?
Where can I find this feature using the top menu?
Reports > Booking Index > Booking Details > Bookmark Invoice > Documents
What more do I need to use this feature?
- Waivers & Documents require a subscription to the appropriate plan (see above).
Admin or restricted permissions for Waivers & Documents and Bookings.
Which Checkfront version supports this feature - classic, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Accessing documentsBack to top
The Documents tab contains any waivers or documents assigned to the booking.
Emailing documents to participantsBack to top
If any Guests are coming along for the tour, click on Email Participants to assign a specific waiver(s) to each Guest.
Next, you can enter the Guest's name and email and select the waiver(s) you would like to send to that Guest from the Documents dropdown menu.
Once you have added all your participants and selected the specific waivers for each Guest, you can send them off by clicking the Send button.
Detaching, deleting, allowing reuse of, and verifying documentsBack to top
You can expand the View dropdown menu to Detach or Delete the signed waiver.
From here, you can also choose to Allow Reuse of the waiver should you have previously set the document to apply to multiple bookings.
In addition, a signed document can be verified by checking the Verify option to the right of the Attendee details. If the option is checked, then the label changes to Verified.
Viewing document/waiver detailsBack to top
Click on the downward-facing arrow on the right-hand side to view additional information regarding the waiver in question. This includes document signatures and the creation/updated dates.
For detailed documentation on Waivers and Documents, please see the following:
In the next article in this series, we look at checking-in and checking-out bookings from the Booking Invoice.