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Guest Form: Manually Attaching a Document

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Locate: Manage > Integrations > Guest Management > Guest Forms
Prerequisites: 

  • Admin permissions to manage Integrations.
  • 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).

 

In this article, we look at manually attributing a document to a Guest entry.

New to the Guest Form? Be sure to read the first article in this series for an introduction!

Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the full capabilities of the Guest Form feature.

 

Manually attaching a guest document

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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

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 you wish to attach the document to.
  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 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.

 

Guest Form Document Attribute Modal

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.

 

< Guest Form: Reviewing Guest Entries     |     Guest Form: Editing the Guest List >

 

 

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