Learn how to access and work with the Item List and Guest List within a Booking Invoice, including how to add a Guest, edit a Guest, manage Guest documents, remove a Guest, and remove a signed waiver.
New to the Booking Invoice? Read the first article in this series for an introduction to the Booking Invoice.
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Booking Invoice > Guests
What more do I need to use this feature?
- Admin permissions or restricted permissions to Modify bookings.
- Guest Forms must be enabled within your account. See Guest Form: Integration Setup.
Which Checkfront version supports this feature - classic, new, or both?
- The Booking Invoice feature 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 get in touch with our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
Accessing Guest lists
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Manage Guests added to the booking via the Guest tab of the invoice. Here, Staff can view Guest information, add or remove Guests, and add or change Guest details.
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Learn more about enabling and setting up Guest Forms here: |
Working with the item list
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The Item List shows a summary of the items/products in the booking and includes the name, date and time, the number of Guests, and the number of empty or filled Guest slots.
Each list entry is expandable with the arrow to the left of the name to display the parameter or Guest Type breakdown for that item/product.
Working with the guest list
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The Guest List section displays details of added Guests in the booking and includes the name, email, and record status. If empty slots remain, then an + Add Guest option displays. Learn more below.
When an existing Guest List record is highlighted, an area to the right expands with details about the Guest. Staff can edit Guest information in this area as needed.
Adding a Guest
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The + Add Guest button is visible to select if there are empty Guest slots available.
Once selected, follow the steps to the right to add the Guest. When done, click the Submit button.
Editing a Guest
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Staff can change a selected Guest List record via the Edit button beside the Items and Guest Information sections.
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Learn more about the steps to edit a Guest record here: |
Managing Guest documents
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Waivers & Documents integration enabled? Then, a Documents section displays where any completed waivers are displayed, missing waivers can be filled out, or Staff can attach existing waivers to the Guest record.
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Learn more about waivers and how to manually attach a document: |
Removing a Guest
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To remove a Guest record from a booking, start by selecting the Delete button when viewing the record. A confirmation window displays. Choose Delete guest to complete the action.
Removing a signed waiver
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Is there a signed waiver attached to the Guest record? Then, an additional option must be selected to confirm that the waiver has also been deleted. This option is not selected by default. The waiver stays in the system even if the Guest record is removed.
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Admins can only delete waivers if the Allow Admins to Delete Documents waiver setting is enabled. Find out more about this setting here: |
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