Setting up details, visibility, and media on products

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Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise | ✓ Flex |
Locate: Inventory > Products > Products > Add Product/Add New Product/Edit Product > Details
Prerequisites:  

• Admin permissions to manage inventory or restricted permissions to View products and assets and Manage products and assets.
• Your account must have access to products (Inventory > Products), which is a key feature of our newest version of Checkfront. 

New to the Product Builder? Check out the first article in this series: Introduction to products and the product builder.

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 contact our Technical Support team for more information. Discover more product-related help articles here: Products (New).

 

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Within this step of the Product Builder, you can...

• add or edit the description (details) and identifying factors of your product (name, SKU, category).
• select or edit the visibility level of your product - Guests & Staff, Staff Only, or Add-on/Upsell.
• manage the media associated with your offering including photos, videos or website links.
• determine the sort order of your products on the Booking Page.

 

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- Name

Add or edit the name of your product. Names are displayed externally within your Customer Booking Page and Staff-side within reports and other tools.

A product name can be a maximum of 250 characters in length.

 

Add or edit the unique identifier for your product. This can be any combination of letters and or numbers. The same SKU cannot be used by any other product.

 

What happens to the SKU when a product is archived? Archiving a product changes the SKU to a random number e.g. 241656084159. This frees up the original SKU for re-use! Archived products can be unarchived without being activated and can be unarchived while being activated. Unarchived products retain the numbered SKU, but the SKU can easily be edited. Archived products can be copied, but the number has a random string attached to the SKU on the newly copied product such as 2201651698148-ojwsxttlc.

 

Add or change the category associated with your product. Categories are used externally within the Customer Booking Page and within Staff-side reports and tools. Categories determine the organization and presentation of your products.

Don't see the category you need on the list? Open the Category menu and type to start creating your new category. Once you are satisfied with your entry, click Create Category to save your entry.

 

Manage your product categories centrally with the Categories list (Inventory > Categories > Products). Learn more here... Introduction to product categories

 

Configure who can view and access your product.

Guests and Staff

The product is visible to and can be booked by both Guests and Staff.

Staff Only

The product can only be booked by Staff via the Staff-side of the application.

Add-on/Upsell

Can only be booked as an add-on to other products during the booking checkout.

 

Further Upsell settings can be found under the Advanced tab: Configuring advanced settings for products

 

From the Photos setting, you can add photos for display within your Customer Booking Page. 

Add up to 5 photos. Supported formats include PNG, JPG, GIF at a max size of 10MB each.

You can either drag and drop a file from your computer into the designated upload area or click on that space to open a File Finder (Mac) or File Explorer (Windows) on your computer and select the file for upload.

The first image listed within the Product Builder is the main image displayed for this product on the booking page.

To remove an image, simply hover over the image and click the trash can icon in the bottom-right corner. 

 

Provide a brief description of your product offering for the Customer Booking Page.

Use our editor to format the description for display. Format the text using the options provided (format, bold, italic, underline, strikethrough, lists, link, line, align, size, text colour) or work with HTML code (<>).

 

When pasting existing text into the text editor, the formatting is carried over in some instances. There are two ways to remedy this if the behavior is not wanted: When you copy text from a different document, first paste it into an external text editor and then paste this “plain text” into the Checkfront editor. This removes any of the font types or size styles attached. You can remove carried over text styles from within your current editor by directly editing the HTML as needed, from the editor’s <> menu button.

 

Supplement the description of your product with a Youtube video to further promote your product and inform your Customer. Enter the video link or ID.

• Example Video Link:https://youtu.be/1Ok035fXdhA
• Example Video ID:1Ok035fXdhA

 

Add the URL to be displayed on your Customer Booking Page. 

• Example:https://www.checkfront.com/

 

Use the Sort Order setting to determine the order in which your products display within categories on your Booking Page.

By default, products are displayed in descending order, meaning that the higher the number, the more prominently the product is displayed.

 

For those using a Detail Page layout (list), the higher the number, the higher the product is listed.

For example, a product with a sort order of 3 (Bike Rental) displays higher within the category than one with a sort order of 2 (SUP Rental) or 1 (Kayak Rental).

 

Using the Hero layout (grid)? The higher the number, the closer to the beginning of the product offerings the product is displayed.

For example, a product with a sort order of 3 (Bike Rental) displays higher within the product grid than one with a sort order of 2 (SUP Rental) or 1 (Kayak Rental).

 

Sort by Ascending Order You can reverse the display order of products, so that all products display within ascending order, by enabling the Sort by setting within your Booking Page settings (Manage > Layout > Booking Page). Learn more here: Booking Page: Sorting

 

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Once you Save the initial details (Name, SKU, and Category) of your product, you can navigate between the steps in the product builder via the links listed in the top navigation menu (Details, Inventory, Availablity, Pricing, Advanced) or in the footer of the page.

 

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The following options are available from the Actions menu at the top-right of the Product Builder.

 

Manage your product categories centrally with the Categories list (Inventory > Categories > Products). Learn more here... Introduction to product categories

 

Need to copy your product? Select this option from the Actions menu in the top-right corner of the Product Builder.

Click Copy to instantly create a duplicate, draft copy of the product in focus. Be sure to Save your copy via the navigation options in the footer of the Product Builder! 

Once saved, the copy can be found within the Products list prefixed with Copy of in the name of the product, for example, Copy of Kayak Rental. The copied product has a status of Draft, so be sure to filter the Products list accordingly. A new SKU has been generated automatically, so you may need to update that value to match your identification system.

 

How do I copy a product?

 

If your product is already Active, then you are presented with the option to Deactivate your Product.

 

The Deactivate Product option removes the product from your booking page. No new bookings can be accepted, but any future bookings already made for this product remain intact unless manually cancelled or changed.

 

Need to archive your product? Select this option from the Actions menu in the top-right corner of the Product Builder.

 

Archiving a product removes it from your booking page, and prevents you from changing its configuration. No new bookings can be created, but any existing bookings for the product remain intact unless manually cancelled or changed.

 

Once Archived, the product can be found within the Products List with a status of Archived.

You can unarchive the product by editing the product and selecting the option to Unarchive from the warning at the top of the page or the Actions menu.

When a product is unarchived, it is given the status of Draft. This gives you a chance to update the product before setting it to Active.

 

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Use this navigation option to move back a step in the Product Builder.

 

The Preview option allows you to view the product from the Customer's perspective within the Customer-facing booking page once the product is Active.

 

Allows you to save the progress you have made so far when building a product or any edits to your product.

This option becomes available, once the minimum required product information has been added.

 

Need to activate your product? Click the button the Activate Product button in the footer menu. Once your product is Active, it is displayed on the Customer Booking Page and bookings can be booked according to how you have configured your product.

This button is not visible if your product is already active.

 

What is the minimum amount of information I need to activate my product? This depends on your business needs, but the most basic product includes a product name, SKU, category with unlimited inventory, availability event, and a base rate. The Activate Product button becomes enabled once you have saved your initial updates. You can then click on the Activate Product button to receive additional guidance on what you need to configure before going live. Look for the warning icon (!) next to the button for guidance. Once activated, the product is then bookable based on your settings including visibility - visible to everyone, staff only, or as an upsell.

 

You can deactivate your product via the Actions menu.

 

Navigate forward through the steps of the Product Builder. The Continue button becomes enabled once the minimum required product details have been provided. 

 

 

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< Introduction to products and the product builder     |     Establishing inventory on products >

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