Support Guide

Items: Inventory Builder

    TABLE OF CONTENTS

  1. Item Description
  2. Media
  3. • Photos
  4. • Youtube Video
  5. • Location
  6. Attributes
  7. • Parameters
  8. • Allocation
  9. • Maintenance Time
  10. • Alias To
  11. • Date Based Inventory Control
  12. Pricing & Availability
  13. • Base Price
  14. • Group Pricing
  15. • Default Calendar Status
  16. • Item Events
  17. • Taxes
  18. • Commission
  19. Packages
  20. • Allow Date Adjustment
  21. • Allow Parameter Adjustment
  22. • Item Add-Ons
  23. • Product Grouping
Where do I access this in Checkfront?
Your items are accessible via the main menu bar at Inventory > Items

 

Items: Inventory Builder

Checkfront is an inventory based system. Your inventory is made up of items, events, rules and discounts. Items are bookable assets within the system that can be reserved on a daily, nightly or hourly basis.

You can manage your items via the main menu at Inventory > Items in your Checkfront dashboard.

 
Open Items Menu
 

Creating a New Item

To create a new item, click on the + New Item button in the top left corner of your inventory page.

 

New Item

 

You will now see the first of five stages in the Checkfront Inventory Builder. These stages take you through the creation of your item in a simple step-by-step process to ensure you don’t miss any details and get the most out of what Checkfront has to offer.

So, let’s begin and have a look at the first stage.

 
 


 

Description

The options on the description page enable you to group your new item in a specific category and provide some basic details to let your customers know what it is they are looking at.

Category

Using the drop-down menu, you can select a category you have already created, or create a brand new one from scratch.

 

Select Category

 

After clicking on the drop-down category menu, you will see a list of previously used categories. If the category you’re looking for is in that list, go ahead and select it. If you would like to create a new category, click on the + Create New Category button to the right of the drop-down.

 

Create New Category

 

Enter a name for the new category and click on the blue checkmark button to complete.

The new category will then be selected for use with your item. When creating future items, the category will now be part of the existing list of options.

 

Item Name

Enter a new name for your item. Keep it simple and make it obvious to your customers what it is they are booking. The item name will also be used in some of your reports and will be shown on the customer’s invoice.

As you enter the item name, you will notice the Item SKU appear just below it. This must be unique to the item and will be displayed on the customer invoice and in some of your reports.

 

Item Name

 

If you’d like to use your own SKU, click on the Edit link and make your change. Click the blue checkmark button when happy.

 

Summary

This is a short description of your item that is visible to the customer as they peruse your list of bookable items.

For example: “A visit to the lake isn’t complete without a trip out on the water. Join us for an exhilarating two-hour boat tour of this beautiful body of water. Hang on every word of our knowledgeable guides as you feast on a delicious meal prepared by the chefs in our very own kitchen”.

 

Item Summary

 

The summary may contain up to 60 words and you can see the current count in the bottom right corner of the text area (yellow highlight above). The text you enter can be formatted using the tools just above the text area. This might involve bolding the text or the use of italics.

 

Additional Options

Click the Additional options link, just below the summary box, to reveal additional details on your item.

 

Additional Options

 

These additional details are optional and not required to complete your item configuration.

 

Details

The details are an expansion of your summary. Here, you can provide more specific details which will only be visible to the customer once they click on the item from the main list.

 

Item Details

 

Email Notification Details

It’s possible to provide additional details that are not displayed publicly when a customer is viewing your item. Instead, these details are included with the email notification that is sent to the customer once they have completed the booking.

To include these details in a notification, use the variable {$BOOKING_EXTRA_DETAILS}

Examples of information which might be provided in the notification are building key codes, tour meeting places and a resort WIFI password.

 

Item Email Notification

 

Remember, these details are not displayed during the booking process. Only a paying customer will receive this information.

 

More Info URL

If you have a page on your website with more information on the item you’re creating, enter the URL here.

 

More Info URL

 

The customer will be able to directly link to the page from the booking portal.

 

Sort Order

Entering a value here will determine the order in which your item is displayed among the list of other items. For example, there may be ten items within a specific category. If a customer selects that category for viewing, you can use this tool to determine which items they see first.

 

Sort Order

 

A higher number will place the item closer to the top of the list. Leaving the sort order at zero, or using the same value more than once, will display those items in alphabetical order.

Once you’re happy with the details you have provided above, click the Next button in the bottom right of the screen to continue.

 

Next Button

 
 


 

Media

The media screen enables you to add photos and a YouTube video to your item. This is a great way to not just describe the item to your customers, but to show it to them also.

You may display up to 5 photos, plus 1 video. The photos will be automatically resized once the upload is complete. For the best results, photos should be of landscape orientation and a minimum of 480 pixels wide and 360 pixels tall. Supported formats are JPG, PNG and GIF. If you photo is greater than 10MB, please resize it before uploading.
 

Add a Photo

To add a photo to your item, click on the blue + Add Photo button.

 

Item Add Photo

 

Select the photo you wish to use from your computer. Once the upload is complete, you can enter a short caption for the photo, although this is not required.

 

Item Photos

 

Once you’ve added your first photo, add additional ones by clicking on the + Add Photo button again. Remember, you can add up to 5 photos per item.
 

Edit Photo

If you wish to crop your image after upload, to control how it appears to your customers, you can do so using the Image Thumbnail Editor. Hover your mouse over the image you wish to edit and click on the Edit/View Photo button.

 

Edit View Photo

 

From here, you can drag out the selection box to crop the image to your liking. When finished, click save.

 

Crop Photo

 

Reorder Photos

To reorder an image, hold your mouse button on it and drag it to where you would like it to be.

 

Reorder Photos

 

Release the mouse button to complete the repositioning.
 

Delete Photo

To delete an image, hover your mouse over it again and click on the trashcan icon in the top right corner.

 

Delete Photo

 

To complete the deletion, click the Yes, Delete button.

If you’ve changed your mind however, you can simply click on the Cancel link to close the delete feature.
 

YouTube Video

Upload a YouTube video by inserting the video URL directly into the YouTube Video field. An example of a YouTube video URL is:

https://www.youtube.com/watch?v=dQw4w9WgXcQ

Alternatively, you can simply enter the video ID:

dQw4w9WgXcQ

Once you’ve entered the URL or video ID, another field will appear, labelled Start Time. Entering a value here will enable you to have the video begin at a certain time marker, rather than at the beginning. Enter the number of seconds for the point at which you’d like the video to begin once a customer clicks on it in the booking portal. For example, if you’d like to start your clip 2 minutes in, you’ll need to enter 120 in this field (120 seconds).

 

YouTube Video

 

You’ll also see a thumbnail-size version of the video directly below the time field. You can click on this to make sure the starting point where you expect it to be.

So, when a customer clicks on your item in the booking portal, they will now see 2 tabs for viewing the photos and video. Awesome, right?

 

View Photos Video

 

Multiple photos can be viewed by clicking on the thumbnail images in the bottom right corner of the window.
 

Location

You have the ability to include a location map for each of your inventory items. This is particularly useful for tour operators and accommodation providers who wish to display an exact location or meeting point for their business.

In the Location field, enter either a civic address or GPS coordinates in the following format: 49.7576566, -123.1431165

 

Item Location Field

 

When ready, click the Create Map button or press enter.

You will now see a map displaying the location you just entered. In addition to this, several new fields will now have appeared, enabling you to further enhance the display.

 

Item Location Map

 

When a customer clicks on the map pin, an information box will open. The details you provide in the following fields will determine the content of that box.

Marker Title:

This is the title for the map marker. It could simply be the name of your business, or something more specific such as meeting place.

Marker Description:

Descriptive content for the map pin information box. Keep it short, but provide any pertinent details here.

Marker Link Text:

Below the description is a link to open the map in Google Maps. By default, this will be labelled Open in Google Maps, but you can change this to whatever you like. Remove the label altogether if you don’t wish to display a link.

Map Zoom:

Change this value to determine how close in you would like the default map zoom to be. The larger the number, the more zoomed in the map will be. Entering a value of 3 will set the zoom to display all of North America.

To preview your changes, click on the Refresh Map button and then click on the map pin.

 

Item Map Marker

 

Send to Device

Once a customer has clicked on the Open in Google Maps link, they will be taken to a larger version of the map in a separate window, where they can review the location in further detail. Google has a feature which enables the user to send the map over to their mobile device. In order for this to work, the user must be signed into their Google account on the computer they are working on, but also signed into the same Google account in their Google Maps mobile app.

Once the location has been sent to their mobile app, they can quickly create turn-by-turn directions on how to travel there.

Please Note:
When filling out the Location field as described above, you must enter a civic address rather than GPS coordinates in order for the Send to Device feature to work.

For more information on Send to Device, please refer to this Google support document.

And that’s it for the Media tab. To move on to the Attributes tab, click Next in the bottom right corner of the screen.

 

Item Media Next

 
 


 

Attributes

The attributes screen is where you configure the general availability of your item.

Inventory

Update this field to reflect availability numbers for the item e.g. 25 spaces on the tour, 5 hotel rooms.

 

Item Inventory

 

If you do not have specific limitations on the availability of your item, click on the Unlimited Inventory button to turn off this feature.

 

Item Unlimited Inventory

 

If your item is a static good, such as a bottle of water and not a date based bookable item, turn on the Simple Item button also. Simple items do not have the ability to use parameters or seasonal and dynamic pricing.

 

Item Simple Sure

 

You will be asked to confirm the activation of simple pricing before this state can be saved.
 

Parameters

Booking parameters determine how your inventory is booked, priced and allocated. You can add and remove parameters as needed, but remember, these options will impact your system globally. By default, you need a minimum of 1 booking parameter. Each parameter has several flags that determine how the parameter is used.

 


 

To create a new parameter, click on the + Create a Parameter button.

 

Item Parameter Popup

 

The options in the resulting popup window are described below:

Name:

Label to be displayed on your booking page, e.g. “Adults”. This is also shown in some of your reports.

Default Value:

Default parameter quantity when making a booking. If you enter 3 here, the booking quantity will be preset to 3 when a customer goes to book the item.

Pricing:

Enables a price to be set for the parameter when creating or editing an item.

Range:

If there are multiple price points for the item, show this value in a range (e.g. $99 Child – $189 Adult)

Controls Inventory:

If chosen during booking, the parameter will remove the selected value from the item’s inventory. So, if 2 adults are booked, your item’s inventory will be reduced by 2.

Required: The minimum value of this parameter must be selected.
 

Visibility

Customers and Staff:

Parameter is visible to both customers and staff members.

Staff Only:

Parameter will not be visible in the public booking portals, but can be seen by a staff member when making a booking through the backend.

Hidden to All:

Don’t show this to either the customers or the staff when making a booking. It will enforce the default value provided.

When you have finished choosing your parameter options, click the save button to complete.

If the parameter you wish to use has already been created, click on the Attach an Existing Parameter button instead.

 

Item Parameter Create

 

This will open a popup window of your available parameters.

 

Item Attach Parameter

 

Check the boxes next to the parameters you wish to use with your item, then click Attach.

Once you’ve attached a parameter, you will see it listed above the create and attach buttons.

 

Item Parameter Added

 

You can now go ahead and make further modifications to the parameter for this item only.

You will be able to see the name of the parameter and whether or not it controls or doesn’t control inventory (global setting).

 

Item Parameter Control

 

You’ll also see the current visibility of the parameter (global setting). The min/max per booking fields are not global settings and can be configured on a per item basis.

 

Item Parameter Min Max

 

These enable you to set minimum and maximum required quantities for the parameter. For example, you could say that there is a minimum of 1 adult required for the booking, but no minimum amount of children. This prevents children from booking on their own if an adult is actually required.

The Details column enables you to edit the parameter, or detach it by choosing that option from the drop-down.

 

Item Parameter Edit

 

Allocation

You may choose a per day, per night, per time or timeslot allocation for each of your items. This changes how the item is booked, priced and allocated in the system. This overrides the system default configured in your Checkfront dashboard at Manage > Setup > Configuration.

 


 

Per Day: Used for both full-day bookings (such as a multi-day truck rental) and single instance bookings, like a full day bus tour. For example, Aug 1 – Aug 3. In this case, the booking would end on Aug 3.

Per Night: Used most frequently by accommodation providers. This enables you to charge a per night rate. This differs slightly from the day rate in that the checkout date would be the day after the last booking date. For example, take a booking from Aug 1 – Aug 3. The checkout date would be Aug 4. This does not take away from your available Aug 4 inventory.

Per Time: Enables you to charge by a particular amount of time. For example, a 2-hour kayak rental or a 20-minute salon visit.

 


 

When you choose this option, a table of standard time units will appear below. You can make a selection from this table. So, if your appointments will be every 10 minutes, choose 10 Mins from the table. You can then specify multiples of this time from the Default Length box below, if the particular length you’re looking for is not specified. For example, in the screenshot above, you can see that the booking length for this item is 50 minutes. That’s 10 minutes, multiplied by 5.

When making a booking, the customer will see a default booking length of 50 minutes. However, they will be able to adjust this if they wish, up or down, in multiples of 10 minutes. If you wish to fix the length of a booking at 50 minutes, you would put a 5 in the Fixed Length box. This will remove the end time from the booking process so that it cannot be altered by the customer. All they will be able to do is select a start time.

If you’d like to fix the start time for your item, maybe if you’re offering a tour, enter that time in the Fixed Start Time box. This would enable you to offer a tour that starts at 9am and is 50 minutes long.


Timeslots: Following on from a per time allocation, you also have the option to create specific timeslots for your items. This would be great if you were operating, for example, a tour that goes out multiple times in the same day.

 


 

Timeslot Setup

To create the first timeslot for your item, select a start and end time, plus the day(s) of the week that particular timeslot is available. Using the drop-down menu, simply check the days for available and uncheck any days which are unavailable.

 


 

When ready, click on the blue + Add a Timeslot button.

Based on the settings you created for the first timeslot, the second one will appear automatically, following on directly from the first one. As you can see in the example below, the first timeslot was configured from 9:00 am to 10:30 am. The system automatically created the second slot from 10:30 am to 12:00 pm.

 


 

In fact, if you were to continue clicking on the + Add a Timeslot button, the system would continue to create timeslots with the same settings, directly following on from each other.

Of course, you can change the settings for each one to leave a time gap between them, if necessary, or maybe the 12:00 pm tour only goes out on the weekend…

To remove a timeslot, click on the trashcan button to its right.

 


 

Finally, if you remove a timeslot from the list you have created, the other times will remain intact. This provides a quick way to offer, say, one-hour slots with an hour break in between. What you would do in this case is set up the first timeslot as one hour, click on the +Add a Timeslot button until you reach the last timeslot and then delete every second one in the list.

 


 

That would leave you with one hour tours going out at 9:00 am, 11:00 am, 1:00 pm and 3:00 pm.

 


 

Timeslot Settings

The timeslot settings enable you to customize how the timeslots will appear to your customers in the booking portal.

 


 

You can choose to list the timeslots as individual buttons (above), or as a drop-down menu (below).

 


 

Show or hide the end times by adjusting the slider button to on or off and show or hide the unavailable timeslots in the same way. If you decide to show the unavailable timeslots, which have probably been fully booked, the will simply appear in grey with strikethrough text.
 

Item Visibility

Set the visibility of your item.

 

Item Visibility

 

Everyone: no restrictions. Visible to both staff and customers.
Staff Only: only visible and bookable internally.
In Packages Only: Only visible when part of a package.
 

Additional Options

Click the More options link to reveal additional details on your item.

 


 

These additional details are optional and not required to complete your item configuration.
 

Maintenance Time

This is the amount of time it takes to get your item ready for the next customer.

 

Item Maintenance Time

 

The time you add in this field will be automatically added to the end of a booking and cannot be booked by anybody else.
 

Alias To

Aliasing enables you to link items together so that when one of them is booked, the availability of the other one is adjusted by the same amount. A great example of the need for aliasing would be a party room. You might only have one room available, but two different package options. If the first package option is booked, the inventory for the second will be reduced to zero also. This means that nobody else can book it during that same time-slot, thus no overbookings!

 

Item Alias

 

To alias your item to another, simply enter the name of the other item in the search field. When the item is found, click on it.

If you then change your mind, click on the Remove Alias button to delete the connection.

 

Item Alias Remove

 

Date Based Inventory Control

In order for your item to appear as booked on the calendar, this option must be checked (default setting). If it isn’t, you will not be able to check on item availability from the inventory calendar.

 

Item Datebased

 

Once you’re happy with the details you have provided above, click the Next button in the bottom right of the screen to continue. You can also click on the Save button to record your progress and return later for completion.

 

Item Attributes Next

 
 


 

Pricing & Availability

This stage of your item configuration enables you to setup the pricing and availability of the item.

Pricing

Pricing can be defined on either a per booking or per allocation (day, night, hour) basis. Per booking will set the price for the item regardless of the booking length. Per allocation will define the price based on the length of the booking.

 

Item Pricing (2)

 

For Example: If you set the price to $100.00, a 5 day booking would be billed at $500 when set to per day. It would otherwise be billed $100 for 5 days if configured as per booking.

Base Price

By default, each item includes a base price. The base price is used by the system if there are no active events that are set to change the price to something different. For each booking parameter you defined in the previous step (example Adult, Child), a price field will also be displayed.

 

Item Base Price

 

Enter the amount to be charged for each parameter in the fields of the Amount column.

The rate at which this price is charged will be displayed in the Rate column. The rate allocation is dependent on what you choose in the Pricing section we just looked at.
 

Group Pricing

Grouped based pricing allows you to define a subset of pricing for a given item, based on the quantity being booked, or occupancy if you are dealing with accommodation. Group pricing is set on a per item basis and can be applied individually to different parameters if you have them.

To create group pricing, look for the parameter in the table and click on the icon in the Group Pricing column.

 

Item Base Price Group

 

A new line will appear in the table with 2 fields in which you can enter the range of the group pricing. In this example, we’ll put a range of 2 to 4 people. 1 person would still be charged at the base rate.

 

Item Base Price Group (1)

 

This means that if the customer selects anywhere from 4 to 6 people in their booking for that parameter, the price will change dependant on what you enter in the adjacent price field. In this case, that would be $90 per booking per quantity. You can do this for each parameter individually if you like.

You have a choice of pricing Per Quantity or Per Group. For example, charging $100 per quantity means that a group of 3 people would be billed at $300. Charging $100 per group means that a group of 3 people would still cost $100.

Click on the group pricing icon again to add an additional pricing range.

 

Item Base Price Range 2

 

To remove a group rate from one of your parameters, simply click on the trash can icon on the right.

 

Item Base Price Group Delete

 

Default Calendar Status

This section enables you to set the default status of your item. There are 3 options to choose from:

 

Item Default Status

 

Available: the item is available by default 365 days a year. Closures can be added via events.

Unavailable: the item is not available by default. An event is required to set availability. Events override the default item status.

Disabled: the item is not available for booking under any circumstances. You can use this to archive unused items for later use.
 

Seasonal / Tiered / Special Pricing & Availability

Use this section to create the events that will determine when your item is available, if you haven’t configured it to be available all the time.

You have 4 options here, accessible by clicking on the Create New Item Event button.

 

Item New Event

 

Seasonal Item Event

Generally used to set pricing or availability based on the time of year (e.g: peak, low, closed). Seasonal events should not overlap one another.

From the drop-down menu select Seasonal Item Event to get started. You will now see a pop-up window in which you can input your requirements.

 

Item Seasonal Event

 

Name: Enter a name for the rate, bearing in mind this will be displayed on customer invoices.

Price: Here you can determine how the item price will change once the seasonal rate comes into effect.

Base Price: Select this to leave the base price intact.

Create New Price Point: Select this if you would like to enter a new, specific price. Once you have saved the event, a new price-point will be displayed so you can enter whatever price you like for each parameter. You will see this in a new section labelled Pricing Table.

 

Item Pricing Table

 

Dynamic Price: Select this if you would like to change the price dynamically. A new field will appear where you can enter a new percentage or fixed amount price for the item. As with the Create New Price option, the new pricing can be viewed in the Pricing Table

 

Item Dynamic Price

 

Applicable Days: Use this drop-down menu to determine which days of the week the new pricing will be in effect.

Start & End Dates: Choose the start date for the event and an end date if necessary. Removing the end date will leave the event open ended.

Combining the applicable days with the start/end dates, it’s possible to create an event that is only in effect on say Mondays and Wednesdays between December 1st and December 31st. Pretty cool!

For a one day event, the start and end dates should be the same.

Rules: If you’ve created a ruleset that you would like to apply to the event, choose it here.
 

Detach an Event

After saving the event, you’ll now see it listed in your item. Click on the drop-down button next to the Edit button under the Details column to detach the event from the item.

 

Item Detach Event

 

You can click on the Attach Existing Pricing/Availability button to attach any other events that might have been created already.

 

Item Attach Event

 

Simply check the event(s) you wish to use and click on the Attach button.
 

Special Discount Rate

Special discount rates float on top of seasonal rates. These are typically used to override seasonal pricing. For example, to set a long weekend special or closure.

After selecting this type of event from the drop-down menu, configure it in the same way as the seasonal event above.
 

Closure Date

Use this option if you would like to configure a closure. Maybe you would like to close your business over the Holidays. This type of event will remove the item from your booking page during the period you choose. There are no pricing fields in this pop-up window as the inventory will not be available to your customers.

 

Item Closure Event

 

For a one day closure, the start and end date should be the same. Removing the end date will leave the closure open ended.
 

Exclusive Date Span Rate

Set this event up like the seasonal and special ones, only the dates will create a very specific booking requirement. With this type of event, the booking must begin and end on the dates you select here. For example, if you are offering a one off trip from July 1st to July 5th, enter those dates here and the item will only be displayed on the booking calendar then. When a customer comes to book it, they will not be able to change the start and end dates as they are now fixed.
 

Taxes

If you have configured any taxes or service fees in your account, this option will enable you to select whether or not they should be applied to your item. For more information on taxes and service fees, please click here.

 

Item Taxes

 

Click the Status button to turn a tax/fee on or off. You can configure the details of the tax by clicking on the Edit button. Just be aware that any changes you make here will affect the system globally.

Click on the Create New Tax/Fee button to add a new tax to the system.
 

Deposit

If you have set up your system to charge a deposit at booking time (Manage > E-Commerce > Settings)< , you will see that here. If you’d like to charge the deposit differently for the item you’re working on, choose another option from the drop-down menu.

 

Item Deposit

 

You can choose a percentage amount, fixed amount, amount per allocation, amount per quantity or no deposit at all.
 

Additional Options

Click the More options link to reveal additional details on your item.

 


 

Commission

If you have configured any Partner Accounts, you can set the commission rate for your item in the Commission Amount field. To reveal this, turn on the Commission button.

 

Item Commission

 

Simply enter the rate and then choose whether it’s a percentage or flat fee amount from the dropdown menu.
 

Package Price Percentage

Here, you can specify a global custom percentage to alter the cost of this item when attached in a package.

 

Item Package Price Percentage

 

Enable E-Commerce

Disabling e-commerce will prevent customers from paying for items.

 

Enable E-Commerce

 

This is great if you are operating a business that offers an item for free, such as tickets to a free show.
 
 


 

Packages

Other items in your inventory can be attached to the item you’re currently working on to create a package. Your main item is known as the Parent Item. The other items you add to this, in order to create a package, are known as the Child Items. Packaged items can be optional, pre-selected, or required.

To add a new item to your package, click on the Attach an Item button.

 

Attach an Item

 

A pop-up window will appear with a drop-down menu from which you can select the item you wish to include in the package.

 

Attach Item

 

Once you’ve selected your item from the list, the pop-up window will extend itself to reveal additional options. These include various ways to customise how your child item will be treated in the package.

 

Attach Item Extended

 

Price Percentage

First of all, you need to set the Item Price Percentage. This is the percentage of the original price for which you wish this item to be charged. In our example, we have chosen to add a Segway City Tour as a package add-on. If we set the price percentage to 0, the tour will be included for free. If we set the percentage to 200, the price of the tour will be doubled. In most cases, it’s normal to offer a slight decrease in price, to tempt the customer into making a purchase. In this case, we will charge 75% of the original price.

 

Package Price Percentage (2)

 

Opt-In

Next you must specify how the child item should be included in the package. You have three options which can be chosen from the drop-down menu:

 

Item Package Opt-In

 

Optional: The item is not pre-selected and can be added to the booking by the customer.

Pre-Selected: The item is pre-selected for inclusion, but can be removed by the customer prior to finalizing the booking.

Required: The item is pre-selected for inclusion, but cannot be removed by the customer, as it is required in the booking.

Required – Hidden: The item is free & pre-selected for inclusion, as it is required in the booking, but cannot be removed/seen by the customer.

 

Allow Date Adjustment

If this option is turned on, the customer will be able to select their own date preference when adding the package add-on to their booking.

 

Turn On Date

 

If turned off, the booking date of the child item will mirror that of the parent item. If, for example, the Penthouse is booked from August 2nd to August 7th and the Segway Tour is included as a package add-on, the tour will be scheduled for the first date in the range – August 2nd.

 
Date Turned Off
 

With the option turned on, though, the customer will be able to choose their own date when adding the tour to their booking.

 

Addon Choose Date

 

Please Note:
Regardless of whether the date adjustment is turned on or not, customers will still be able to choose a timeslot for the child item, if it is configured in that way. It’s only the day that will mirror the parent item if the option is turned off.

 
This is how it would look to the customer in the booking form view:

 
Different Dates
 

Example of Use:
A great example of a use for the date adjustment is a company offering flights to its customers. With the option turned off, customers are restricted to a pre-determined schedule. With the option turned on, however, they can pick their own departure date and timeslot (parent item), but also a return date and timeslot (child item).

 

Allow Parameter Adjustment

In addition to the date, you also have the option to enable parameter adjustments for your customers.

 

Parameter Switch

 

With the option turned off, the child item’s quantity will mirror that of the parent item.

 
Parameter Not Selected
 

As you can see in the screenshot above, the package add-on has not yet been added to the booking, but the quantity (3) is mirroring the parent item. This is not editable by the customer. Of course, they might not want 3 helmets, so this is where the parameter adjustment comes in very useful.

 

Parameter Adjustable

 

Now, with the parameter switch turned on, the customer is able to select the number of helmets they require with the booking (see screenshot above).

 
Parameter Adjusted
 

As you can see above, the customer was able to book 3 kayaks for the afternoon, but only 1 helmet was required.

 

Request Parameter Mapping

If the item you are attaching as a packaged item (child) to the main item (parent) uses different booking parameters, you are able to map them to make sure they are allocated as desired.

This feature will be displayed automatically during the attaching process if such a scenario occurs.

 

Item Parameter Mapping

 

Simply choose the parent parameter from the drop-down field that most closely matches the child item labelled to its right.

In the example above, if an adult is selected during the booking process for the parent item, an adult will also be selected for the child item if it is chosen from the package options.

Once you have added your packaged item(s), they will be visible just above the Attach an Item button.

 

Item Attached

 

You can configure the package options by clicking on the Edit button, or remove the child item by clicking on the drop-down button next to this and selecting Detach Item

 

Item Package Detach

 

Show Package Starting Price

If you’d like to display a starting price for the package in the booking portal, turn this option on and then enter the price in the field that appears.

 

Item Package Starting Price

 

This will override the displayed starting price for your items on the customer facing booking page. Example: From $99.
 

Product Grouping

It’s possible to group individual items into one main parent item, essentially creating the ability to offer variations of said parent item in a drop-down menu. Let’s assume you are offering a tour of some sort, that has multiple different start times throughout the day, on a set schedule. In the past, these would have been created as separate items and displayed to the customer one after another in the main booking portal.

With Product Grouping however, you can now take all those separate items and group them together as one. This makes for a much more streamlined booking page with fewer headaches for you and your customers!

So How Does It Work?

First of all, you will need to create the parent item. This is the item that will be displayed to the customer in the booking portal. In this example, we’ll use our 2 Hour Boat Tour.

Additional items should now be created for each of the available timeslots. In this case, let’s say there is a tour at 9am, 11am, 1pm and 3pm. So, that’s 4 additional items on top of the parent.

The quickest way to create these items is to simply copy the item we already have and change the title/SKU to reflect the new timeslot. In the bottom right corner of the item edit screen is a link labelled >strong>More. Click on this to reveal a menu. From here, choose Copy

 

Item Copy

 

A new item will be created with the same pricing and attributes etc. as the original. All you need to do is choose a unique SKU and change the item title.

It’s best to put the time of the tour in the item title so that customers can quickly see when the tour is.

 

Item New Title

 

After creating the new item, you’ll see a confirmation message on the screen. From here, choose the copy option again to create the next time-slot.

 

Item Copy Again

 

When finished, you’ll have an inventory of items that looks something like this:

 

Item Boat Tours

 

Looking at the booking portal now, you will see this:

 

Item Boat Tours List

 

This is okay, but there’s a better way to do it! Go back to the parent item and click on it’s Packages tab. In the Product Grouping section, turn on the feature by clicking on the slider. Please note, product grouping is disabled if the item already has a package add-on attached.

 

Item Product Grouping On

 

A new Group Type field will appear. From the drop-down menu, select Parent.

 

Item Group Type Parent

 

Another new field will now appear, labelled Child Items. Click on this and then put a checkmark next to each item you wish to include in the product grouping. In our case, it’s the 4 boat tour items we just created.

 

Item Select Child Items

 

By default, you will be shown all available items in your inventory. If you’d like to include your items that are unavailable, click on the slider labelled Show Unavailable Children.

Now, once you’ve saved the item, go back to your booking portal and have a look at the difference. As you can see in the screenshot below, there is now only 1 item listed for the 2 Hour Boat Tour. If this is selected, you will see a drop-down menu where the customer can select the tour time they want. Brilliant!

 

Item Product Grouping Select

 

Product Group Pricing

Finally, it’s possible that not all items in the product group will be priced the same. Maybe the 3pm tour costs more than the 9am tour. So, you are able to enter a price in the Product Group Pricing field, after turning on the switch, that will be displayed as From $95, as an example.

 

Item Product Group Pricing