Support Guide

Interactive Customer Maps

    TABLE OF CONTENTS

  1. • Obtaining an API Key
  2. • Setup in Checkfront
  3. • Coloured Map Clusters
  4. • Booking Status Filter
  5. • Date Filter
  6. • Viewing a Booking
  7. • Invoice Maps
Where do I access this in Checkfront?
Your customer maps are accessible via the main menu bar at Customers > Map

 

Interactive Customer Maps

A popular feature among Checkfront users is the Customer Map. The Customer Map provides a bird’s eye view of where your customers are coming from.

A more zoomed in view will display customer pins individually, especially the further in you zoom. If you are zoomed out, however, the pins will be clustered together, as you can see in the image below.
 

Customer-Map

 

Before you can use the maps add-on, though, you’ll need to obtain an API key from Google, since the maps feature is built around Google Maps.
 

Obtaining an API Key From Google

In order to ontain an API key from Google, you must visit the Google API Console in your browser.

Once at this page, create a new project or select an existing one if you’ve used the service before.

 

create-google-api-project

 

Choose whether you’d like to receive updates from Google and accept the terms and conditions. When the Agree & Continue button becomes active, click on it.

Your project will now be created, after which, you’ll be taken to the Credentials screen.

Click on the API Key link, as shown in the image below.

 

google-api-key-link

 

Next, give the API key a name, as seen below (1).

 

google-create-api-key

 

In the Key Restriction area, select the radio button labelled HTTP referrers (web sites) (2).

An input field will appear below (3). Here, you should enter your Checkfront URL in the following format:

*.yourCompany.checkfront.*

Basically, all you need to do is replace yourCompany with your company name from your Checkfront URL.

In addition to this, if you are using the Facebook plugin or the droplet method of integrating the booking form with your website, you will need to create another record for the website.

It should take on the following form:

*.yourDomain.*

As an example, if we were to use checkfront.com as the domain, the record would look like this:

*.checkfront.*

When ready, click the blue Create button to continue.

The key will be created and presented to you on the screen.

 

google-api-key-created

 

That’s it! Now that you have your API key from Google, you can head back to Checkfront to activate the add-on.
 
 


 

Setup in Checkfront

To activate the Maps add-on in Checkfront, navigate to Manage > Add-ons, hover your mouse over the Maps tile and click on the Setup button.

 

google-map-activate

 

From the pop-up window, enter your API key from Google and check off the box if you want to include maps in invoices.

Click the blue Activate button when you’re ready and this will complete the setup process!

 

Coloured Map Clusters

When you have a lot of customers based in the same region, it can become a bit of a hot mess trying to display a marker for each one in a zoomed out view. So, multiple markers like this are displayed collectively in one cluster. The number specifies how many markers have been grouped together under any one cluster. Clicking on one of these clusters will open up a more zoomed in view, so you can view the individual markers properly. A blue cluster means that there are less than 10 customers based in that area. The yellow cluster means 10-99 customers in an area, while the red means 100+ customers in the region.

 

Booking Status Filter

Your customers can be filtered by booking status. To do this, click on the Status button just above the map. A drop-down menu will open up and you can go ahead and select your status from there.
 

Customer-Map-Status

 
Once selected, all customers without the chosen status will be filtered out, leaving behind only the customers you really need to see at that time.

 

Date Filter

By default, the customer map will display pins based on bookings created in the last 3 months. This is customizable using the date filter, next to the status button.

There are two parts to the date filter.

Customer-Map-Date-2

1) Click the Date: button to open a drop-down menu. Choose from the date the booking was Created, the booking Start Date or the booking End Date.

2) Click the Last 3 Months button to open up another drop-down menu. This time, select the date range from the options provided. Choose the Custom option to reveal two date picker buttons. The first is for the Start Date, the second for the End Date.

Select your date from the calendar that appears after clicking on each of these buttons. Use the small black arrows to move back and forth through the calendar months.

 

Viewing a Booking

Based on the date range you have selected, the report will pinpoint all of your customers on an interactive map using the address supplied with the booking. Clicking any of the pinpoints will reveal the booking details, including its status, the name of the customer and the item/date they have booked. There is also a link, labeled View, that will take you directly to the full invoice page for that booking.
 

Customer Map (1)

 
By default, the map will centre over your business, but you can zoom in or out to view your bookings and customers worldwide.

 

Invoice Maps

When a valid address is added to a booking, you will be able to hover over it on the invoice using your mouse. A View Map link will appear, enabling you to click on it and view the customer’s location directly on the map that pops up.
 

Invoice Map Link

 
Invoice Map

 
This can be useful when providing directions from your location to a customer, or if your business provides a drop-off service.

The mapping technology is provided by Google Maps. Your use of this add-on is also bound by the Google Maps terms of service.

Map accuracy is not guaranteed, and can sometimes be approximate, or even incorrect. Please confirm the full address with your customer if needed. The more complete the address, the more accurate the map. The location can be plotted by postal or zip code, region and city, or preferably a full address. This can be configured in your field editor.