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Guest Form: Configuring the Guest Form

Learn how to configure Guest Form fields, including working with the default fields and field editor.

New to the Guest Form? Read the first article in this series for an introduction to the Guest Form feature.

 

Which plan do you need to use this feature?

✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise  | ✓ Flex |

Where can I find this feature using the top menu?

Manage > Integrations > Guest Management > Guest Form

What prerequisites are there?

  • Admin permissions to manage Integrations.

Which Checkfront version supports this feature - classic, new, or both?

  • The Guest Form 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.

 

Products

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).

 

Configuring the guest form

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Guest Form Tab

Upon activation, you are transferred to a new tab in the Layout area (Manage > Layout) of your Booking Manager.

The Guest Form tab sits between the Booking Form and Invoice tabs.

The Guest Form tab is divided into two sections, Guest Details and Archived Fields, which we look at in greater detail later in this series. 

 

Starting with the default guest form fields

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Guest Form Fields

By default, the Guest Details section comes pre-populated with three required fields - First Name, Last Name, and E-mail.

 

Note

The name and email fields can be set to not be required. In the absence of a name field being required, the booking form inserts the word "Guest" for the Customer's name.

 

Working with the guest form field editor

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The forms used for adding new Guest fields and editing existing fields are similar except for how they are created. Whichever option you chose, you are presented with the same pop-up modal enabling you to configure the field for use with your Guest Form.

 

Editing a field

Guest Form Field Edit

To edit an existing Guest field, click the Edit link to the right of the field. This opens the Guest Form field editor in edit mode.

 

Adding a new field

Guest Form New Field

To add a brand new Guest Form field, click on the link labelled Add new guest field below the list of current fields. This opens the Guest Form Field editor in create mode.

Whether creating a new field from scratch or editing a field that already exists, there are various options you can configure that define the appearance and functionality of the field.

The field editor modal is divided into three tabs: General, Options, and Advanced. 

 

In the next article in this series, we start with the general settings.

 

 

< Guest Form: Integration Setup     |     Guest Form: Working with General Field Settings >

 

 

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