Setup: Configuration

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Locate: Manage > Setup > Configuration
Prerequisites: 

• Admin account, otherwise the Setup menu option is not visible to the user.
• Setup is available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
• Interested in using the Setup with products (Inventory > Products)? Your account must be a member of our Early Access Program. 

 

Early Access Program The new product feature mentioned in this article is currently part of our Early Access Program, which means it is available to select Customers to try out and provide us with feedback. To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program.

 

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The configuration page enables you to set default options that are global to your system. You can configure the default item allocation and status as well as define your system's default length.

 

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This section enables you to set some basic defaults for system-wide operation. 

 

The allocation settings determine how your system prices and allocates your item inventory. Checkfront supports nightly, daily, and hourly allocations.

 

Allocation can also be configured on a per-item from the Inventory menu. Learn more here: Inventory - Item Builder: Attributes (Allocation & Visibility) Products do not use this item allocation setting. How they are booked is set up in a product's Availability tab. Learn more here: [Early Access Program] Product Builder: Availability

 

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

 

The default length of a booking. This defines the number of nights, days, or hours that are pre-selected on the Booking Page when a booking is made.

 

The default status when a new booking is created by a Staff member.

 

Once payment is applied, then the status is either Deposit or Paid, regardless of the option set here.

 

By default, the status of Waiting does NOT lock an item or product in your inventory.

 

Learn more about Booking Statuses and how they work here: Booking Status: Introduction

 

The is the default status used by the system when a new booking is created by a Customer. 

 

Once payment is applied, then the status is either Deposit or Paid, regardless of the option set here.

 

By default, the status of Waiting does NOT lock an item or product in your inventory.

 

Learn more about Booking Statuses and how they work here: Booking Status: Introduction

 

This is the default status used by the system when a new booking has an invoice balance of zero.

 

On rare occasions, notifications that are sent to your Customers can bounce. This most often occurs if an invalid email address is entered or your Customer's inbox has placed 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, the company email address is sent an email notifying them of any email bounces. 

 

The company email can be found in the Company area (Manage > Setup > Company). Learn more here: Setup: Company

 

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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. 

By default, you need a minimum of one booking parameter for an item. Each parameter has several flags that determine how the parameter is used.  

 

Products use guest types instead of parameters. Learn more about the differences between parameters for items and guest types for products here: Inventory - Item Builder: Attributes (Inventory & Parameters) Inventory - Product Builder: Availability

 

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To create a new parameter when using items, click on the + Add button. 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 then clicking on the blue checkmark button.  

 

Default quantity for the parameter when making a booking. The default value is automatically added to all bookings in the system for items to which the parameter is attached.

 

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 integration from within your Booking Manager.

 

Learn more about the Guest Form integration and how to use it here: Guest Form: Add-On Setup

 

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

 

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

 

If chosen during booking, then the parameter removes 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 are able to see and access the parameter during the booking process.

• Hidden to All: Parameter is not visible to either Staff members or Customers.

 

 

Once a new parameter has been created, it becomes available in the Attributes tab of your items. You can select the parameter for use 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 enables you to configure how much you wish to charge if that parameter is selected during booking.

 

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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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