Free Trial Signup

Articles in this section

See more

How do I make a Staff-side booking?

Learn how to make a Staff-side booking, including the multiple areas the option is available.

 

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?

New bookings can be created from the locations listed below.

What more do I need to use this feature?

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

 

Creating a Staff-side booking

New Booking

1. Staff can begin the creation of a booking from multiple areas in the system by clicking the New Booking button.

  • Booking Calendar: Calendar > Booking
  • Booking Index: Reports > Booking Index
  • Bookmarks: Booking > Bookmarks
  • Customer Directory: Customers > Directory
  • Daily List: Booking > Daily List
  • Daily Manifest: Booking > Daily Manifest
  • Dashboard
  • Inventory/Product Calendar: Calendar > Inventory/Product
  • New Booking: Booking > New Booking

 

Staff Booking Page.jpg

2. Once the new booking button is selected, you can choose the date and item/product.

 

Staff Booking Modal
3. Modify the item parameters or product guest types as needed in the item/product modal window. Click the Continue button to advance when done.

Staff Booking Form

4. In the Booking Form that displays, you can adjust the item/product added, add another item/product with the Add to Booking button, or clear the booking to start over with the Clear All button.


5. Fill out the form fields with the Customer details and choose to Continue to submit the booking.

 

Note

No payment is required at the time a Staff-side booking is created. Payment can be added at a later time instead.

 

Configuration

The system automatically attaches the Staff Status selected in the Configuration area (Manage > Setup > Configuration) to the booking.

 

Note

You can disable the Customer reserve page if you need to allow for Staff but not Customer bookings.

In the Booking Page area (Manage > Layout > Booking Page), select the Disable customer facing reserve page (allows only staff and API bookings) option and save the change.

This closes your public booking page. However, Staff bookings are still possible via Booking > New Booking.

Find out more about the Booking Page settings here:

 

Learn More

Learn more about these topics here:

 

 

Related articles