Manually attaching a document to a guest

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Learn how to manually attribute a document to a Guest entry.

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

 

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Which plans include this feature?

Legacy:  Soho, Pro, Plus, Enterprise, Flex
New:  Starter, Growth (Subscription), Growth (Per Booking), Managed
→ Learn more about our new plans or how to change your plan.

Where can I find this feature using the top menu?

Manage > Integrations > Guest Management > Guest Form

What more do I need to use this feature?

• Admin permissions to manage Integrations.
  
  

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

 

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Suppose a waiver/document has been filled out through your public document directory and not during the booking process. In that case, it's possible to manually attribute that waiver/document to one of the Guests in a booking.

 

Steps to Manually Attach a Guest Document Navigate to the invoice in your Booking Manager and select the Guests tab. From the Guest List, select the Guest to which you need to attach the document. In the right sidebar, click on the Attach Document button. From the pop-up modal, select a public document from the dropdown menu. Click the blue Attach button.

 

After clicking the Attach Document button, a pop-up modal displays where you can select a public document from the dropdown menu. You can also search directly for the Guest's name to narrow the results.

 

Select the document you wish to attribute and click the blue Attach button. You have now associated the document with the Guest.

The following article in this series looks at editing the Guest List.

 

 

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< Reviewing guest entries via guest forms     |     Editing the guest list >

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