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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 reviewing Guest Form entries when viewing a Customer invoice.
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.
Reviewing Guest Entries
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As a Staff member, you can view a tab in the Customer invoice view labelled Guests.
Guests can also be searched for 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.
Displayed are the Item List and Guest List sections, similar in view 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 next article in the series, we look at manually attaching a document to a Guest record.
< Guest Form: Sharing a Link to the Guest Form | Guest Form: Manually Attaching a Document >