Learn how to review Guest Form entries when viewing a Customer invoice.
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?
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
Reviewing guest entriesBack to top
As a Staff member, you can view and access the Guests tab.
Guests can also be searched using the global search bar at the top right of every page when selecting the magnifying glass icon. Guests may be searched for by their name, email address, or booking ID.
Clicking on this tab opens the Guest view for the booking.
The Item List and Guest List sections are displayed, similar to what the Booker saw during the booking process.
Staff, however, have additional functionality in that they can edit the guest details provided by the Booker during the booking process.
In the following article in the series, we look at manually attaching a document to a Guest record.