Managing documents from booking invoices

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Plan Availability: X Soho | X Pro | ✓ Plus | ✓ Enterprise | ✓ Flex |
Locate: Reports > Booking Index > Booking Details > Bookmark Invoice > Documents
Prerequisites: 

• Waivers & Documents require a subscription to the appropriate plan (see above).
• Admin permissions or restricted permissions for Waivers & Documents and Bookings.
• The Booking Details feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.

 

New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information. Discover more product-related help articles here: Products (New).

 

In this article, we review 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 and booking details? Be sure to read the first article in the series, Introduction to the booking invoice and booking details, before starting!

Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the full management capability of the Booking Invoice features.

 

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The Documents tab contains any waivers or documents that are assigned to the booking.

 

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If any Guests are coming along for the tour, then click on Email Participants to assign a specific waiver(s) to each Guest.

 

Next, enter in 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 of your participants and selected the specific waivers for each Guest, you can send them off by clicking the Send button.

 

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Expand the View dropdown menu to Detach or Delete the signed waiver manually.

From here, you can also choose for the waiver to Allow Reuse 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.

 

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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: Waivers and Documents: Introduction

 

In the next article in this series, we look at checking-in and checking-out bookings from the Booking Invoice.

 

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< Managing Guests from booking invoices     |     Checking-in or checking out bookings from the booking invoice >

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