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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.
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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 the Advanced field settings for the Guest Form.
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.
Configuring Advanced Field Settings
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The Advanced tab houses settings which determine whether the field is specific to select Guest Types or item/products.
Guest Type Specific
The Guest Type Specific switch enables the option to select the parameters to which the guest field should apply.
For example, you may wish to ask a question of your adult Guests, which simply doesn't apply to children.
In such a scenario, you would turn on the Guest Type Specific switch to reveal your list of linked parameters and then check the Adults parameter, leaving Children unchecked.
If you have a large number of parameters listed, then you quickly update your fields by clicking Select All or Select None.
Above is an example of how a Guest-specific field can be identified in your Booking Manager.
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If the Guest Type Specific switch is left turned off, then the system assumes you wish all parameters to be applied to the Guest field you are creating/editing. Leaving the switch turned off does not mean that the field is inactive. |
Product/Item Specific
With the Product/Item Specific switch, you can select specific categories and/or individual products/items to which the field you are creating/editing should be applied.
For instance, if you are an accommodation provider, then you may wish to ask your Guests a question related to staying in a particular type of room.
By selecting the room(s) after activating the switch, you are ensuring that this question is only shown to Guests who are part of a booking on those products/items.
The field you have configured now only appears during the checkout process when the item/product is added to a booking. Product/item-specific fields are identified in your Booking Manager by the label shown in the screenshot above.
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If the product/item specific switch is left turned off, then the system assumes you wish all products/items to be applied to the guest field you are creating/editing. Therefore, if you only wish to apply the field to certain products/items, then you must activate the switch and select the appropriate products/items from the options provided. Leaving the switch turned off does not mean that the field is inactive. |
< Guest Form: Working with Optional Field Settings | Rearranging/Archiving/Restoring Fields >