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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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).
Manually attaching a guest documentBack to top
If a waiver/document has been filled out through your public document directory and not during the booking process, then it's possible to go ahead and manually attribute that waiver/document to one of the Guests in a booking.
Steps to Manually Attach a Guest Document
After clicking on 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. The Guest entry is now updated with the attached document.
In the next article in this series, we look at editing the Guest List.