Setting up details, visibility, and media on products

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Learn how to set up product details, including configuring product categories, SKUs, visibility, descriptions, videos, photos, URLs, and sort order.

New to the Product Builder? Read the first article in this series for an introduction to the Product feature.

 

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Which plans include this feature?

Legacy:  Soho, Pro, Plus, Enterprise, Flex
New:  Starter, Growth (Subscription), Growth (Per Booking), Managed
→ Learn more about our new plans or how to change your plan.

Where can I find this feature using the top menu?

Inventory > Products > Products > Add Product/Add New Product/Edit Product > Details

What prerequisites are there?

• Admin permissions to manage inventory or restricted permissions to View products and assets and Manage products and assets.
  
  

Which Checkfront version supports this feature - classic, new or both?

• Your account must have access to products (Inventory > Products), a key feature of our new version of Checkfront. This feature is not available for use with items (Inventory > Items) in our classic version. → Learn more about products. 
   

 

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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, tag).
• 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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Naming your product

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. No other products can use the same SKU.

 

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 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 satisfied with your entry, click Create Category to save your entry.

 

To reduce loading times on the Customer-facing booking page, it is recommended that a maximum of 50 products are assigned to a category.

 

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

 

Add or change the Tag associated with your product.

 

Learn more about Inventory Tags: Introduction to inventory tags

 

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

Staff can only book the product via the Staff-side of the application.

Upsell

Upsells 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, and GIF at a max size of 10MB each.

You can 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, 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 sometimes carried over. There are two ways to remedy this if the behaviour is not wanted: When you copy text from a different document, 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 your product description 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 your products' display order 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

 

 

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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< Navigating the product builder     |     Establishing inventory on products >

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