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Taking a look at guest forms within the booking flow

Learn how the Guest Form fits into the Customer booking flow and how to view Guest details.

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).

 

Understanding the booking flow

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Now that your Guest Form is ready, it's time to see how it fits into the booking flow. 

 

Compass

Booking Flow with Guest Form Integration

  1. The Booker visits your website or Checkfront reserve page and selects the items or products they wish to add to their booking.
  2. When ready, they fill out the booking form and pay via your Payment Provider.
  3. Upon successful payment, the Guest Details screen is displayed (see below), from which the Booker can fill out the Guest Form for each Guest or invite Guests to fill out the form themselves.

 

Viewing Guest details

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Guest Form Guest Details

The Guest Details screen displays a list of the products/items booked and a link to add individual Guest Information to the booking.

 

Guest Form Item List

A small arrow is to the left of each item in the Product/Item List. You can click on this arrow to reveal Guest parameter allocations. This particular booking is made up of two adults and two children. 

In the screenshot above, you can see the number of Guests on the booking is represented by the number on the right. The number on the left depicts the number of Guests that have already been added to the list.

In this case, four people are in the booking, and Guests still need to be added to the list.


How does the primary Booker add themselves as a Guest?

The primary Booker can also easily add themselves as a Guest by pressing the labelled add yourself as a guest here link. This link auto-populates the form for the Booker, making it quick and easy to get through adding Guest details.

In the following article, we look at adding Guests to this booking!

 

Note Guests can skip filling out Guest Details when booking by selecting Continue to your receipt. There is no option to require that Guests fill out these details before they advance to the booking receipt.

 

 

< Rearranging, archiving and restoring guest form fields     |     Adding guests to a booking as the booker >

 

 

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