Assigning assets from the Daily Manifest

---

Learn how to assign assets via the Daily Manifest; this includes sharing private or shared assets manually or automatically.

New to the Daily Manifest? Check out the first article in this series: Daily Manifest: Introduction.

 

---

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?

Booking > Daily Manifest > Assign

What more do I need to use this feature?

• Admin or restricted permissions to View all Reports (or Daily Manifest) and Export Data.
• Admin or restricted permissions to View all Reports (or Revenue) to access the Revenue Report from Insights.
• The Guest Form (Manage > Integrations > Guest Management) integration is required to collect and include Guest information within your Daily Manifest.
  
  

Which Checkfront version supports this feature - classic, new or both?

• This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products).  → Learn more about products

 

---

To assign assets for a booking, start by selecting the + Assign button. This button opens the assignment side panel, where you can manage your assignment for the activity. 

At the top of the panel, you can find a daily summary of the:

• Number of bookings for product
• Number of Guests
• Total sales you've received for the product (e.g. tour, activity, rental, accommodation)

 

---

Depending on your asset configuration, the assets displayed are either private to the booking (e.g. a kayak rental) or shared across more than one booking (e.g. a public tour bus with a limited number of seats). 

 

Learn more about configuring assets and products here: Establishing inventory on products Introduction to assets and the asset builder

 

---

Checkfront checks the number of bookings coming in against the number of assets you have available and reserves assets in the background.

If you need to track specific resources (e.g. small vs medium life jackets) in relation to Guests, then you can have your Staff assign these via the Daily Manifest. Here you have the option to auto-assign or manually assign the assets.

• Auto assign automatically assigns the next available asset in sequence, assigning assets with the largest to smallest capacity. This saves time and effort if no unique needs are satisfied when assigning the resource, e.g. all your life jackets are one-size-fits-all.
• Manual assignment requires your Staff to select resources to book. Manual assignment is helpful if more consideration needs to be given when assigning assets (e.g. the Guest needs a small life jacket).

 

Each assignment section has assets that you can assign to a booking. If you don't want to assign all the assets at once, click Save and exit the assignment panel back to your Daily Manifest.

 

---

If the product is one where Guests from different bookings do not share the capacity of your resources, such as a private 'Kayak Rental' that uses a kayak, then each booking is listed in the assignment side panel. Assets assigned are privately booked for the Guests associated with each booking.

 

---

If the product is one where Guests from different bookings share the capacity of your resources, such as a 'Bus Tour' that uses a 'Shuttle Bus', then a Shared Resources section is shown on the assignment side panel. Assigning assets to the Shared Resources section assigns the resources shared between multiple bookings for the product. 

 

The total number of available and consumed 'seats' for that shared asset is displayed next to the asset name.

 

---

To automatically assign the next asset(s) in sequence, click the Auto Assign button, then save your changes. Simple as that!

 

---

Click on the Expand/Collapse icon within the Assignment Panel to quickly and easily expand and collapse the assignment list sections in one move! This is helpful if you have a long list of assignments for the day.

 

---

To change an asset assignment, follow these steps:

1. Find the booking you need to update.
2. Click on the Assign button.
3. Find the assets that you need to change.
4. Open the dropdown menu next to the asset pool and find the selected asset.
5. Deselect the asset you need to unassign, e.g. Life_Jacket_Small_01.
6. Find the asset you need to assign, e.g. Life_Jacket_Medium_01.
7. Select that asset.
8. Repeat steps 3-7 for every asset you need to change.
9. Click Save to preserve your changes.

 

---

Follow these steps to unassign one or more assets:

1. Find the booking you need to update.
2. Click on the Assign button.
3. Find the assets that you need to unassign.
4. Open the dropdown menu next to the asset pool and find the selected asset.
5. Deselect the asset.
6. Repeat steps 3-5 for every asset you need to unassign.
7. Click Save to preserve your changes.

 

---

Would you like to view assigned assets for a booking at a glance within the Daily Manifest? You can add the Assigned Assets column, which displays this information.

1. Start by clicking on the Edit columns icon at the top right of the page next to the filters.
2. Select the Assigned Assets column.
3. Save your change. 

The Assigned Asset column now displays within each booking row of the Daily Manifest.

 

 

---

< Viewing the status of waivers and documents from the Daily Manifest    |    

---