Learn how to access and configure options within the Configuration tab on the Setup page, including item allocation, status, and item parameters.
New to Setup? Read the first article in this series for an introduction to Setup.
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 > Setup > Configuration
What more do I need to use this feature?
- An Admin account is required to view and access the Setup menu option.
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
Determining system defaults within the configuration tab
Back to topThe Configuration page enables you to set global default options for your system. You can configure the default item allocation and status and define your system's default booking length.
This section enables you to set some basic defaults for system-wide operation.
Allocating inventory (items only)
Back to topThe allocation settings determine how your system prices and allocates your item inventory. Checkfront supports nightly, daily, and hourly allocations.
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Allocation can also be configured on a per-item from the Inventory menu. Learn more here: Products do not use this item allocation setting. How they are booked is set up in a product's Availability tab. Learn more here: |
Hourly Option (items only)
Back to topIf you've selected the hourly option, you can continue to the Calendar setup page to define your hours of operation. These are used in the time dropdown when making a booking.
Setting the default length of a booking
Back to topDetermines the default length of a booking. This defines the number of nights, days, or hours preselected on the Booking Page when a booking is made.
Setting the default status for Staff bookings
Back to topDetermines the default status when a Staff member creates a new booking. Includes Pending, Reserved, and Waiting and any custom statuses as options.
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Once payment is applied, the status is either Deposit or Paid, regardless of the option set here. |
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By default, the status of Waiting does NOT lock an item or product in your inventory. |
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Learn more about Booking Statuses and how they work here: |
Setting the default status for Customer bookings
Back to topThis is the default status used by the system when a Customer creates a new booking. Includes Pending, Reserved, and Waiting and any custom statuses as options.
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Once payment is applied, the status is either Deposit or Paid, regardless of the option set here. |
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By default, the status of Waiting does NOT lock an item or product in your inventory. |
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Learn more about Booking Statuses and how they work here: |
Setting the default status for Partner bookings
Back to topThis is the default status when a Partner account creates a new booking. Includes Pending, Reserved, and Waiting and any custom statuses as options.
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Once payment is applied, the status is either Deposit or Paid, regardless of the option set here. |
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By default, the status of Waiting does NOT lock an item or product in your inventory. |
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Learn more about Booking Statuses and how they work here: |
Setting the default status for free bookings
Back to topThis is the default status used by the system when a new booking has an invoice balance of zero.
Receiving email notifications for email bounces
Back to topOn rare occasions, notifications that are sent to your Customers can bounce. This often occurs if an invalid email address is entered or your Customer's inbox places your email into the junk or spam folder.
This checkbox allows you to opt-in to receive notifications when a sent email bounces. When it is active, your account's company email address (Manage > Setup > Company > Email Address) is notified by email of any email bounces.
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Learn more about the company email address and resolving email bounces here: |
Managing booking parameters (items only)
Back to topShould you use items, then an additional Booking Parameters section displays.
These parameters determine how your item inventory is booked, priced, and allocated. You can add and remove parameters as needed, but remember these options impact your system globally.
You need a minimum of one booking parameter for an item by default. Each parameter has several flags that determine how the parameter is used.
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Products use guest types instead of parameters. Learn more about each here: |
Creating new parameters (items only)
Back to topTo create a new parameter when using items, click the + Add button in the Booking Parameters section. The options in the resulting pop-up window are described below.
Naming booking parameters
Back to topThe Name is the title displayed on your booking page, e.g. Adults. This is also shown in some reports.
You can edit the Report ID by clicking on the current label, making the required change, and clicking the blue checkmark button. Note that the Report ID can only change when initially creating a parameter and not at a later time.
Specifying the default quantity for booking parameters
Back to topThe Default Value is the parameter's default quantity when booking. The default value is automatically added to all bookings for items attached to the parameter.
Linking parameters to booking form fields
Back to topThe Guest field enables you to link the parameter to your booking form fields and populate them based on the number of Guests in the booking. To use this option, you must first activate the Guest Form integration from within your Booking Manager.
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Learn more about the Guest Form integration and how to use it here: |
Pricing booking parameters
Back to topThe Pricing setting allows a price set for this parameter when creating or editing an item.
Showing multiple price point range
Back to topIf the item has multiple price points, you can show this value as a Range (e.g. $99 child - $189 adult).
Controlling inventory
Back to topThe Controls Inventory setting determines whether inventory is removed from the item's inventory upon booking.
Requiring mandatory minimums
Back to topThe Required field allows you to require the parameter to have a minimum of 1 for the booking to proceed.
Determining visibility
Back to top• Customers & Staff: The parameter is visible during the booking process.
• Staff Only: Only Staff members can see and access the parameter during the booking process.
• Hidden to All: The parameter is not visible to either Staff members or Customers.
Selecting a parameter for use in the Item Builder
Back to topOnce a new parameter is created, it becomes available in the Attributes tab of your items. Select the parameter from the Attach an existing Parameter button and click Save.
Upon doing this, a new pricing band is added to the item's Pricing tab. This lets you configure how much to charge if that parameter is selected during booking.
Parameter Sorting (items only)
Back to topYou can sort the order in which parameters are displayed in the front end by clicking the pattern of dots to the left of the parameter, dragging it into place on the list, and selecting Save.
In the following article, we look at the options located in the Calendar tab.
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