Learn how to set up product grouping for items, including pricing.
New to the Item Builder? You can read the first article in this series for an introduction to the Item Builder.
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Inventory > Items > Add New/Edit Item > Packages > Product Grouping
What more do I need to use this feature?
- Admin permissions or restricted permissions to View items, products, and assets and Manage items, products, and assets.
Which Checkfront version supports this feature - classic, new or both?
- Your account must have access to items (Inventory > Items), a key feature of our classic version of Checkfront.
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New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to Items (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please reach out to our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
Product grouping overview (with video)
It's possible to group individual items into one main parent item, essentially creating the ability to offer variations of said parent item in a drop-down menu.
Let's assume you are offering a tour of some sort that has multiple different fixed durations (i.e. 2 hours, 4 hours, and 6 hours). In the past, these would have been created as separate items and displayed to the customer one after another in the main booking portal. With Product Grouping, however, you can now take all those separate items and group them as one.
This makes for a much more streamlined booking page with fewer headaches for you and your customers!
Configuring Product Groupings
Back to topFirst of all, you need to create the parent item. This item displays to the customer in the booking portal. In this example, we’ll use our 2 Hour Boat Tour.
Additional items should now be created for each of the available timeslots. Let's say there is a tour at 9 am, 11 am, 1 pm and 3 pm. So, that's 4 additional items on top of the parent. The quickest way to create these items is to copy the item we already have and change the title/SKU to reflect the new timeslot.
In the bottom right corner of the item edit screen is a link labelled More. Click on this to reveal a menu. From here, choose Copy
A new item is created with the same pricing and attributes as the original. All you need to do is choose a unique SKU and change the item title. It's best to put the tour time in the item title so that customers can quickly see when the tour is.
After creating the new item, you see a confirmation message on the screen. From here, choose the copy option again to create the next time slot.
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Copying an item is a great time-saver anytime you have similar items to create. Copy, then edit the item to make necessary changes rather than creating a new item every time! |
When finished, you have an inventory of items that looks something like this:
Looking at the booking portal now, you will see this:
This is okay, but there's a better way to do it!
Go back to the parent item and click on its Packages tab. In the Product Grouping section, turn on the feature by clicking the slider.
Product grouping is disabled if the item already has a package add-on attached.
A new Group Type field will appear. From the drop-down menu, select Parent.
Another new field will now appear, labelled Child Items.
Click on this and then put a checkmark next to each item you wish to include in the product grouping. In our case, it's the 4 boat tour items we just created.
By default, you are shown all available items in your inventory. If you want to include your unavailable items, click the slider labelled Show Unavailable Children.
Once you save the item, return to your booking portal and look at the difference. As you can see in the screenshot below, there is now only 1 item listed for the 2-Hour Boat Tour.
If this is selected, you see a dropdown menu where customers can select the tour time they want. Brilliant!
Product Group Pricing
Back to topFinally, not all items in the product group may be priced the same. Maybe the 3 pm tour costs more than the 9 am tour.
So, you can enter a price in the Product Group Pricing field after turning on the switch displayed as From $95, as an example.
< Configuring packages with items