New to the Guest Form? Read the first article in this series for an introduction to the Guest Form feature.
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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.
New to Checkfront - Products ✨
Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront.
Discover more product-related help articles here: Products (New).
Configuring general form field settingsBack to top
The General tab houses the basic field settings for your Guest Form field.
Specifying field type
Common HTML input elements include text, select, radio buttons, and checkboxes.
Some of the fields require the input of additional options, which can be chosen by the Customer during checkout. An example would be a dropdown menu of choices.
Choosing the Dropdown Select field allows you to ask your Customer a question and provide them with a list of possible answers.
Depending on the type of field you select, the Options tab updates to enable further customization.
In our above example of a dropdown field, you are now presented with three options in the field's Options tab.
These settings can be edited to reflect your requirements.
For more detailed information on the type of fields available and how to customize multiple-choice questions, please review our support document on the Booking Form & Field Editor.
Entering the field label
This is the label that is displayed next to the field on your booking form and on your invoices. Examples of commonly used labels are Name, Email, or Phone.
Providing a field ID
A unique ID - can be used in email notifications and CSS (alpha-numeric).
The following fields are reserved by the system and, therefore, cannot be used as custom field IDs on the Guest Form.
Entering a report label
The field name displayed within internal reports.
Adding a short description/tip
This is an optional, short description that is displayed underneath the field. Use this to provide your Customers with instructions on how you want them to fill out the field.
Translating fieldsBack to top
To translate the information in your existing Guest Form fields, click on the Translate button, as indicated in the screenshot above.
You can select any language you have configured for use in your system.
Next, input your translations into the highlighted, translatable fields. Click Save Translation to save your changes when you are done.
For more details on language translations, you can visit our guide here:
In the next article, we look at the settings housed under the Options tab.