Managing advanced settings on products

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

• Admin permissions to manage inventory or restricted permissions to View products and assets and Manage products and assets.
• Admin permissions to view and manage integrations, if activating from the Product Builder (QuickBooks Online, Waivers,...).
• 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 optional or pre-selected product upsells to build packages and bundled offerings.
• Initiate activation of QuickBooks Online.
• Configure custom email notifications to be sent when your product is booked.
• Configure waivers and documents to associate with your product.

 

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Upsells are other products that can be attached as optional or pre-selected add-ons to build packages and bundled offerings, for example, optional meal offerings or merchandise.

 

Prior to attempting to associate an upsell product with a parent product, you must first add that upsell product to your general inventory. From the Products list, click the +New Product button. Under the Details tab, set the product Visibility to Upsell. Finish configuring your product. Make sure to Activate the product. Only products that have been activated appear in the Upsell drop-down list (Product Builder > Advanced tab). Products not labelled as upsells can still be added as upsells. These products are also displayed on the main booking pages. Products labelled as upsells only show as upsells to their parent products, and are not displayed independently on the main booking pages. Note, that we do not support nested upsells at this time. We support adding an upsell (B) to a product (A), but that upsell cannot have an upsell (C). For example, we support a kayak rental (A) with an optional upsell of a picnic basket (B), but the picnic basket cannot have an upsell for beverages (C) as well.

 

To add an upsell to your primary product, follow these steps...

1. Make sure you have added and activated an upsell product (as mentioned in the callout above).
2. Click on the +Add Upsell button to open the Add Upsell modal.
3. Select a product from the Upsell list of active upsell products.
4. Determine whether the Price of the upsell is Full Price, Free or a Percentage % of the upsell product price.
5. Decide if the upsell is preselected, optional or required via the Opt-in drop-down.
6. Specify any Date Restrictions that may apply...
   • By default, there are no restrictions. The upsell may be booked for any day for which it is available.
   • Use parent dates (and times) if you would like the upsell to have the same date and time restrictions as the parent. For example, with a product configured to be available from Monday 12 AM to Wednesday 12 PM, the upsell must be booked from Monday 12 AM to Wednesday 12 PM.
   • Specify within parent dates if the upsell must use a date within the date span of the parent. For example, with a product configured to be available from Monday 12 AM to Wednesday 12 PM, the upsell could be booked for Tuesday only.
   • Specify custom booking dates relative to the parent product dates. For example, you may wish the upsell to be bookable three days before the parent product start date or two days after. Your options are: 
     • Start a number of days Before the Parent start date
     • Start a number of days After the Parent start date
     • End a number of days Before the Parent end date
     • End a number of days After the Parent end date
7. Next, you need to determine how the upsell is booked relative to the parent product's dates and times. Which control displays, depends on your product availability settings.
   • Enable the Allow time adjustment control, if your upsell is configured with availability based on flextime increments, and you need the upsell to be booked for the same time as the parent product.
   • Enable Inherit Parent Guest Types, if your upsell is configured with availability based on all day, nightly or timeslots. 
     • With this setting enabled the amount of the upsell would be restricted to the same amount as the parent product. For example, the Guest can book 1 kayak rental with the option to add 1 picnic basket.
     • If the setting is disabled, there are no restrictions on the quantity of this upsell that can be booked. For example, the Guest can book 1 kayak rental with the option to add 1 or more picnic baskets depending on the inventory numbers and availability of the picnic baskets.
8. Finally, if both the parent and child products are using guest types to determine who the product is available to, then you need to map the primary product (parent) guest types to the upsell (child) guest types. Mapping of guest types can vary, depending on how you have configured your products. 

 

Learn more about mapping guest types in the following article. How do I map my product guest types to upsell guest types when configuring my products?

 

Required Upsells Some additional information regarding products with required upsells... When the parent product is booked, the upsell is booked. When the upsell is unavailable, the parent product is not available. Staff may who may edit packages, may opt-out of the required upsell.

 

Adding an Upsell to Multiple Products You can add an upsell to more than one product! For example, if you add a picnic lunch as a product, you can then add it as an upsell to your kayak rental, bike rental and walking tours. Inventory adjusts according to your settings.

 

Added upsells, once created, are listed in table format with the following information displayed for each upsell record.

 

- - Name

The unique name for your upsell product. 

 

- - Opt-in

This communicates whether the upsell product is preselected (and required) or an optional add-on to the primary product.

 

- - Price Adjustment

This communicates whether the upsell product is presented at Full Price, a Percentage % of the full price or for Free.

 

To edit an upsell, click on the three dots at the end of the upsell row listed in the Upsells table. Then, select the option to Edit Upsell. This opens the Edit Upsell modal.

 

To detach an upsell, click on the three dots at the end of the upsell row listed in the Upsells table. Then, select the option to Detach Upsell.

 

Upsells can be made tax applicable via your Ecommerce settings. Learn more here: Ecommerce Setup: Taxes

 

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Do you want to sync your booking and transaction details with Quickbooks Online?

1. First, click on the QuickBooks Online tile under Additional Product Settings/Integrations. 
2. Next, click on the Activate Now button within the QuickBooks modal.
3. From there, a new tab opens with the QuickBooks Add-on Setup modal in focus.
4. Finally, click Connect to initiate the connection process.

Learn more about the connection process and our QuickBooks Online integration here: QuickBooks Online: Setup

 

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This additional product setting allows you to include additional information within existing, active email notifications when this product is booked.

	1. Toggle on the Add additional details option to enable the message field.
	2. Enter a product-specific message to the message area provided.  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 (<>).

 

Important Two elements must be in place for this to work... Email Notifications must be turned on. Notifications must have the {$BOOKING_EXTRA_DETAILS} variable added. The Custom Email Notification message appears where you place this variable within the notification. Learn more about managing your notifications here... Introduction to email notifications based on the booking status

 

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Activate Waivers and Documents to gain access to digital documents that can be automatically added to bookings and signed by your Customers.

 

You must have Admin permissions to view and manage the Waivers integration.

 

This feature is available to accounts on Plus and Enterprise plans. Start your free 14-day free trial or upgrade your plan for unlimited access. Learn more here... Introduction to waivers and documents Starting your waivers and documents free trial

 

Follow these steps to set up a waiver or document...

	1. Click Activate Now to be prompted to Activate the feature and start your 14-day trial. You are also provided with an option to upgrade your plan immediately to get unlimited access to the feature.
	2. You are then taken to the Waivers & Documents page (Bookings > Waivers & Documents), where you can create your first template.
	3. Once you have created your first template, you return to the Overview step of the Product Builder to + Add your waiver or document.
	4. From the Attach Waiver/Document modal, you can Select your waiver/document to be associated with your product. You can also set the Due Date, the number of days before the start of the booking that the waiver or document needs to be completed. Optionally, Schedule a Reminder to be sent to Customers a number of days before the start of the booking.
	5. View your associated waivers and documents including Due Date and Reminder date settings. From here, you have the option to edit (pencil icon) or remove (x) the waiver or document.

 

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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.

 

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 a 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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