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.
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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.
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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 get in touch with our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
Reviewing guest entries
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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.
< Sharing links to the guest form | Manually attaching a document to a guest >