[Early Access Program] Product Builder: Details

---

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 is a member of our Early Access Program. Please reach out to Checkfront Technical Support to learn more!

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

Early Access Program This feature 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.

 

---

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.

 

---

This setting is available within both the Quick Setup⚡  and The Works🔓 paths.

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.

 

This setting is available within both the Quick Setup⚡  and The Works🔓 paths.

Add or edit the unique identifier for your product. This can be any combination of letters and or numbers.

 

This setting is available within both the Quick Setup⚡  and The Works🔓 paths.

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... [Early Access Program] Inventory - Product Categories: Introduction

 

This setting is available within both the Quick Setup⚡  and The Works🔓 paths.

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

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

 

This setting is available within both the Quick Setup⚡  and The Works🔓 paths.

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. 

 

This setting is available within both the Quick Setup⚡  and The Works🔓 paths.

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 (<>).

 

This setting is available within The Works🔓 path only. See the Quick Setup section for more info.

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

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

 

This setting is available within The Works🔓 path only. See the Quick Setup section for more info.

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

• Example Link:https://www.checkfront.com/

 

---

 

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.

 

The Advanced step is only enabled for those following The Works path when adding a new product. To enable the Advanced step, you need to turn off the Quick Setup option.

 

Want to get started as quickly as possible? The Quick Setup path bypasses Advanced configurations so that you can get started with a simple product or become familiar with how products are presented to the Customer.

Disable Quick Setup mode to unlock the Advanced tab and enable The Works path once you are ready to further configure the product to meet your business needs.

 

The Advanced step provides the option to build packages and bundle offerings with upsells, as well as the option to activate Waivers and Documents. Learn more here... [Early Access Program] Product Builder: Advanced Learn more about the differences between the Quick Setup and The Works paths here...  [Early Access Program] Product Builder: Introduction

 

---

The following options are available from the Actions menu at the top-right of the product builder.

 

Need to Activate your product? Click the button in the top-right corner of the product builder. Once your product is Active, it is displayed on the Customer Booking Page and bookings can be accepted according to how you have configured your product.

 

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. With more complex configurations, follow the system prompts for any mandatory information. The Activate Product button becomes enabled once you have provided the minimum amount of information.

 

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.

 

You can re-activate your product, from the same menu, if need be.

 

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 Product list accordingly.

 

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 the product from the Actions menu.

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

 

---

 

Use this navigation option to move back a step in the product builder.

 

Preview 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.

 

Navigate forward through the steps of the product builder. Continue becomes enabled once the minimum required product attributes have been provided. 

 

 

---

< Inventory - Product Builder: Introduction     |     Inventory - Product Builder: Inventory >

---