Start setting up or editing your advanced product settings, including adding product upsells, managing product upsells, synching with integrations, and configuring notifications and waivers & documents.
New to the Product Builder? Read the first article in this series for an introduction to the Product feature.
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 > Advanced
What more do I need to use this feature?
- Admin permissions to manage inventory or restricted permissions to View products and assets and Manage products and assets.
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Admin permissions to view and manage integrations if activating from the Product Builder (QuickBooks Online, Waivers, myallocator...).
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.
Managing advanced settings on products
Start configuring or editing your product availability (Product Builder > Advanced) by following these high-level steps. You can find detailed instructions for each step under 'Learn More'.
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1 |
Add products to inventory as upsells. This is optional. |
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2 |
Add upsells to your products. This is optional. |
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Once you have added upsells to your product, you can edit and detach them as needed. |
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Sync your product with QuickBooks Online. This is optional. |
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Sync your product with myallocator. This is optional. |
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Add additional product-specific messages to your email notifications. This is recommended! |
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Add waivers and documents to your product. This is recommended! Starter plans have access to one template. |
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In the next article in this series, we look at managing your products once created from the Products List.
< Step 4: Configuring pricing for your product | Managing your products from the Products List >