Managing your booking policy from the Booking Invoice layout

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Learn how to add a policy to your invoice, including requiring policy acceptance and creating multiple policies.

New to the Booking Invoice Layout? You can read the first article in this series for an introduction to the Booking Invoice Layout.

 

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Which plans include this feature?

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

Where can I find this feature using the top menu?

Manage > Layout > Invoice

What more do I need to use this feature?

• Admin permissions to manage accounts.
  
  

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

 

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Add cancellation, deposit, or other terms and conditions (T&Cs) to the Policy section. These policies are displayed to the Guest during the booking process before payment and on the invoice once generated.

 

Learn how to configure item/product-specific policies using custom fields with this Community Post. Inventory specific policies

 

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You can enable the checkbox labelled Require this policy to be accepted to proceed with booking (checkbox). This option adds a checkbox to the booking page, which the Guest must check to acknowledge that they have read and agreed to the booking policy.

 

When a Guest agrees to the required policy and after the booking completes, a TOS AGREED line entry is added to the booking's Log tab, including the date, time, IP address, and location.

 

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< Managing Booking Invoice layout options |

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