Setup: Configuration

Please Note: In order to access Setup in the main menu, the user must have an administrator account in Checkfront. Otherwise, the menu item will not be presented to them as an option.

Configuration Tab

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The configuration page sets enables you to set default options that are global to your system. You can configure the default item Allocation, Length and Status.

 

 

 

This section enables you to set some basic defaults for system-wide operation. Please note, Allocation and Length are options that can also be configured on a per item basis from the Inventory menu.  

The allocation determines how your system prices and allocates your inventory. Checkfront supports nightly, daily, and hourly allocations. These settings are global defaults but can be overridden on a per item basis under the Details tab when editing an item. 

If you have selected hourly support, continue on to the Calendar setup page to define your hours of operation. These are used in the time drop-down when making a booking.

The default length of a booking. This defines the number of nights, days or hours that are pre-selected when a booking is made. This can be overridden in the Availability section within an item.

The default status when a new booking is created by a staff member. Note: if a payment is applied, the status will either be Deposit or Paid, regardless of the option set here. It's important to note that by default, the status of Waiting will NOT lock an item in your inventory. For more information see Booking Statuses.

The default status when a new booking is created by a customer. Note: if a payment is applied, the status will either be Deposit or Paid, regardless of the option set here. It's important to note that by default, the status of Pending and Waiting will NOT lock an item in your inventory. For more information, see Booking Statuses.

The default status when a new booking has an invoice balance of zero.  

These parameters determine how your inventory is booked, priced and allocated. You can add and remove parameters as needed, but remember these options will impact your system globally. By default, you need a minimum of one booking parameter. Each parameter has several flags that determine how the parameter is used.  

To create a new parameter, click on the + Add button seen in the image above. The options in the resulting pop-up window are described below:  

Title to be displayed on your booking page, e.g. ("Adults"). This is also shown in some reports. The Report ID can be edited by clicking on the current label, making the required change and clicking on the 'tick' button.  

Default quantity for the parameter when making a booking.  

Guest

The 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. In order to use this option, you must first activate the Guest Form add-on from your Booking Manager.

For more information on the Guest Form add-on and how to use it, please see this support document.

Allows a price to be set for this parameter when creating or editing an item.  

If there are multiple price points for the item, show this value in a range (e.g. $99 child - $189 adult)  

If chosen during booking, the parameter will remove the selected value from the item's inventory.  

Sets the value to have a mandatory minimum of 1 for the booking to proceed.  

• Customers & Staff: Parameter is visible to all during the booking process.

• Staff Only: Only staff members will be able to see and access the parameter during the booking process.

• Hidden to All: Parameter will not be visible to either staff members or customers.

The default value will automatically be added to all bookings in the system for items to which the parameter is attached. Once a new parameter has been created, it will become available in the Attributes tab of your items. You can select the parameter for use and click save. Upon doing this, a new pricing band will be added to the item's Pricing tab. This enables you to configure how much you wish to charge if that parameter is selected during booking.  

You 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 and dragging it into place on the list.  

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