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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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 newest version of Checkfront.
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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 get in touch with our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
Product details overview
Back to topWithin 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.
Setting up the details of your product
Back to topNaming 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.
Adding or editing your product SKU
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.
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What happens to the SKU when a product is archived?
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Adding or changing your product category
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 satisfied with your entry, click Create Category to save your entry.
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To reduce loading times on the Customer-facing booking page, it is recommended that a maximum of 50 products are assigned to a category. |
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Manage your product categories centrally with the Categories list (Inventory > Categories > Products). Learn more here... |
Adding or changing your product category
Add or change the Tag associated with your product.
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Learn more about Inventory Tags: |
Determining visibility for your product
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.
Upsell
Upsells can only be booked as an add-on to other products during the booking checkout.
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Further Upsell settings can be found under the Advanced tab: |
Adding photos for your product
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 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, hover over the image and click the trash can icon in the bottom-right corner.
Providing a detailed description of your product
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 (<>).
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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 behaviour is not wanted:
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Linking to product videos
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
Linking to more information about your offering
Add the URL to be displayed on your Customer Booking Page.
- Example:
https://www.checkfront.com/
Determining product sort order on your booking page
Use the Sort Order setting to determine the order 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).
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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: |
Navigating using the top menu
Back to topOnce 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.
Accessing other actions
Back to topThe following options are available from the Actions menu at the top-right of the Product Builder.
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Manage your product categories centrally with the Categories list (Inventory > Categories > Products). Learn more here... |
Copying your product
Need to copy your product? Select this option from the Actions menu in the top-right corner of the Product Builder.
Click Copy to 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 Draft status, so 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.
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Deactivating your product
If your product is already Active, you are presented with the option to Deactivate the Product.
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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. |
Archiving/unarchiving your product
Need to archive your product? Select this option from the Actions menu in the top-right corner of the Product Builder.
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Archiving a product removes it from your booking page and prevents you from changing its configuration. No new bookings can be created, but 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 allows you to update the product before setting it to Active.
Navigating using the footer options
Back to top
Navigating back a step
Use the Back navigation option to move back a step in the Product Builder.
Previewing your product
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.
Saving your work
The Save & Continue and Save options allow you to save the progress you have made when building a product or any edits to your product.
This option becomes available once the minimum required product information has been added.
Activating your product
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.
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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 click 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 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.
Continue building your product
Navigate forward through the steps of the Product Builder. The Continue button becomes enabled once the minimum required product details have been provided.
< Introduction to products and the product builder | Establishing inventory on products >