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Locate: Inventory > Products > Products > Add Product/Add New Product/Edit Product > Advanced
- 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: [Early Access Program] 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 please contact our Technical Support: Getting Support from Checkfront.
Find our complete set of help articles related to the Early Access Program here: Early Access Program.
OverviewBack to top
Within this step of the Product Builder, you can...
- Add optional or pre-selected product add-ons to build packages and bundled offerings.
- Activate Waivers and Documents, which are fully integrated into the booking process for your Customers to sign!
UpsellsBack to top
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.
You must first add and activate an upsell product in order to link it to your product.
Only products that have been activated appear in the Upsell drop-down list.
- Add UpsellBack to top
To add an upsell to your product, follow these steps...
- Make sure you have added and activated an upsell product.
- Click on the +Add Upsell button to open the Add Upsell modal.
- Select a product from the Upsell list of active products.
- Determine whether the Price of the upsell is Full Price, Free or a Percentage %.
- Determine if the upsell is preselected or optional.
- Edit UpsellBack to top
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 Add Upsell modal in edit mode.
- Detach UpsellBack to top
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.
Waivers and DocumentsBack to top
Activate Waivers and Documents to gain access to digital documents that can be automatically added to bookings and signed by your Customers.
This feature is available to accounts on the Plus plan and up. Learn more here...
Top MenuBack to top
- Product Builder StepsBack to top
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.
- Quick Setup ⚡Back to top
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 about the differences between the Quick Setup and The Works paths here...
ActionsBack to top
The following options are available from the Actions menu at the top-right of the product builder.
- Activate/DeactivateBack to top
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 your Product option removes it 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.
- CopyBack to top
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.
- Archive/UnarchiveBack to top
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.
Footer Navigation OptionsBack to top
- BackBack to top
Use this navigation option to move back a step in the product builder.
- PreviewBack to top
Preview allows you to view the product from the Customer's perspective within the Customer-facing booking page once the product is active.
- SaveBack to top
Allows you to save the progress you have made so far when building a product or any edits to your product.
This option is available, once the minimum required product information has been added.
- ContinueBack to top
Navigate forward through the steps of the product builder. Continue becomes enabled once the minimum required product Attributes have been provided.