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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 plans include this feature?

Legacy:  Soho, Pro, Plus, Enterprise, Flex
New:  Growth (Subscription), Growth (Online Booking Fee), Managed
→ Learn more about our new plans or how to change your plan.


Where can I find this feature using the top menu?

Manage > Integrations > Guest Management > Guest Form

What more do I need to use this feature?

  • Admin permissions to manage Integrations.

Which Checkfront version supports this feature - classic, new or both?

  • This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products).  → Learn more about products

 

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.

 

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.

 

Learn More

Learn how to manage Guests from the booking invoice:

 

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

 

 

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

 

 

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