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Manually attaching a document to a guest

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.

 

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 get in touch with our Technical Support team for more information.

Discover more product-related help articles here: Products (New).

 

Manually attaching a guest document

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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

Steps to Manually Attach a Guest Document

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

 

Guest Form Waiver 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.

 

Guest Form Document Attribute Modal

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.

 

 

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

 

 

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