New to the Booking Invoice? Read the first article in this series for an introduction to the Booking Invoice.
Which plans include this feature?
Where can I find this feature using the top menu?
Booking Invoice > Guests
What more do I need to use this feature?
- Admin or restricted permissions to Modify bookings.
Guest Forms must be enabled within your account. See Introduction to the guest form integration.
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
Accessing Guest listsBack to top
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.
Learn more about enabling and setting up Guest Forms here:
Working with the item listBack to top
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 listBack to top
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 GuestsBack to top
The + Add Guest button is visible to select if empty Guest slots available.
Once selected, follow the steps to the right to add the Guest. When done, click the Submit button.
Editing GuestsBack to top
Staff can change a selected Guest List record via the Edit button beside the Items and Guest Information sections.
Learn more about the steps to edit a Guest record here:
Managing Guest documentsBack to top
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.
Learn more about waivers and how to attach a document manually:
Removing GuestsBack to top
To remove a Guest record from a booking, select the Delete button when viewing the record. A confirmation window displays. Choose Delete guest to complete the action.
Removing signed waiversBack to top
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.
Admins can only delete waivers if enabled by the Allow Admins to Delete Documents waiver setting. Find out more about this setting here: