Learn how to view the status of a waiver or document, and then access the document via the Daily Manifest.
New to the Daily Manifest? Read the first article in this series for an introduction to the Daily Manifest.
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Booking > Daily Manifest > Documents
What prerequisites are there?
- Admin permissions or restricted permissions to View all Reports (or Daily Manifest) and Export Data.
- Admin permissions or restricted permissions to View all Reports (or Revenue) in order to access the Revenue Report from Insights.
- The Guest Form (Manage > Integrations > Guest Management) integration is required if you want to collect and include Guest information within your Daily Manifest.
Which Checkfront version supports this feature - classic, new or both?
- The Daily Manifest is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using 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 contact our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
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Plan Availability Interested in Waivers & Documents? Compare our plans and consider upgrading (Billing > Upgrade Account). A Free Trial of Waivers & Documents is available to Soho and Pro plan holders. Learn More here! |
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Not using Guest Forms? Currently, the documentation completion status is only displayed for Guests, not for the Booker. |
Viewing waiver or document status
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Once you have activated the Waivers & Documents integration (Manage > Integrations > Waivers & Documents), you can view the completion status of any attached documents for each Guest.
An icon displays within the Document column for each waiver or other document. A white icon indicates that the document is not yet complete, while a dark icon indicates that the document is complete. If you hover over the icon, then the name of the document displays.
Staff can click on the status icon to view the document in the Documents section of the associated invoice. From there you can Share, Fill Out Document, or Email Participants.
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Learn more about managing documents associated with the invoice here: |
Completing documents via public document & kiosk directory
Back to topYou can have the Guest fill out the waiver or document via the Checkfront Waiver Kiosk view if the waiver or other document is not complete.
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Learn More about the Public Document and Kiosk Directories here: |
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