CRM and Sales tools
Checkfront by Maxmel Tech
43 min
checkfront is an online booking management platform for tours, activities, and rentals integrating checkfront with make com lets users automate reservation management, synchronize customer data, and trigger notifications or follow ups based on booking events this is ai generated content based on official checkfront documentation the content may still contain errors—please verify important information if you have questions, contact https //www checkfront com/company/contact/ directly how to get support on checkfront checkfront is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=checkfront\&app slug=checkfront community\&app unique id=checkfront pcyoyl requirements to use the checkfront app in make, you must have a paid checkfront account with api access enabled and either an api key or oauth2 credentials, https //checkfront com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/checkfront community/ click the install button follow the on screen instructions to complete the setup connect checkfront and {{product name}} to get started, you must first create a connection between checkfront and {{product name}} , allowing the two services to communicate you can connect using the following method token authentication,oauth2,http basic authentication,bearer token token authentication instructions you need to generate an api key and api secret for token authentication login to your checkfront account using your credentials navigate to the manage section and select developer in the developer area, locate the section for api keys create a new api key pair for your application note the generated api key and api secret oauth2 instructions you need to generate your oauth2 credentials for your application login to your checkfront account using your credentials navigate to the manage section and select developer click the new application button to create a new application configure the application, selecting oauth2 as the authentication type and specifying the required permissions for your application after saving, note the generated consumer key and consumer secret http basic authentication instructions you need to generate an api key and api secret for authentication login to your checkfront account using your credentials navigate to the manage section go to the developer area locate the section for api keys create a new api key and api secret pair note the generated api key and api secret bearer token instructions you need to obtain an access token through the oauth2 authentication process log in to your checkfront account using your credentials navigate to the manage section and select developer create a new application by clicking the new application button during application setup, note your consumer key and consumer secret initiate the oauth2 authorization flow to obtain an access token after completing the authorization, retrieve the access token from the oauth2 response some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=checkfront\&app slug=checkfront community\&app unique id=checkfront pcyoyl create the connection in {{product name}} https //www make com/en/register , add the checkfront module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your checkfront account or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page checkfront modules after connecting to the checkfront app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add items to classic discount links specific items to a particular item discount within your checkfront account, allowing you to manage which products receive the selected discount add vouchers to a classic discount adds new voucher codes to a specific item discount, allowing you to offer special deals or promotions on selected products archive products this module lets you deactivate a product, making it inactive without deleting it from your system you can always reactivate the product later by changing its status back to active archive a customer this module allows you to archive a specific customer account, effectively marking it as inactive while preserving its information for future reference capture pending gift certificate payments this module processes and finalizes any pending gift certificate payments that were previously attached to a booking, ensuring the payment is completed and recorded change booking status updates the status of a booking in checkfront you can also choose to send notification emails about the status change, record a payment if you’re marking the booking as paid, or permit overbooking when switching to a locked status check in a booking this module allows you to check in an entire booking or select specific guests within a booking in checkfront if you don’t specify any guest activity ids, it will automatically check in all guests associated with that booking create redacted customer information removes all personally identifiable information (pii) from a customer's record, ensuring their sensitive data is fully anonymized create refund transactions processes a refund for a specific booking transaction in your checkfront account, returning the payment to the customer create a booking guest adds a new guest to a selected booking in checkfront, allowing you to include detailed guest information, fill out custom guest form fields, and optionally assign the guest to specific activities within the booking create a booking note adds a new note to an existing booking in checkfront you can choose whether this note is for internal use only or if it should also appear on invoices that your customers can see create a check out booking this module allows you to check out a booking or selected guests from a booking in checkfront if you don't specify any guest activity ids, the module will automatically check out all guests included in the booking create a classic discount adds a new discount to a specific item in your checkfront account, allowing you to offer special pricing or promotions to your customers create a copy of a product creates a duplicate of an existing product, with the option to also copy its related information, such as categories, attributes, or other linked data create a customer creates a brand new customer account in your system, allowing you to easily add and manage customer details for future interactions create a gift certificate payment processes a payment for a booking by applying a gift certificate as the payment method create a pos payment creates a point of sale (pos) payment transaction in your checkfront account, allowing you to record and process in person payments directly through the system create a product adds a brand new product to your checkfront account, letting you specify important details like the product’s category, name, sku, allocation type, pricing options, visibility settings, taxes, deposits, commissions, and more you can also customize additional optional settings to fit your needs create a refund to an existing gift certificate this module allows you to refund the amount from a booking transaction directly back to an existing gift certificate, making it easy to return funds to your customers in the form of a gift certificate balance create an import transaction this module lets you take a payment that has already been made and link it directly to a specific booking, ensuring the payment is properly recorded for that reservation delete items from classic discount removes selected items from an existing item discount in your checkfront account, so those items will no longer be eligible for that specific discount delete pending gift certificate payments this module cancels any outstanding gift certificate payments that are still pending for a specific booking delete a booking guest removes a specific guest from a booking by using their unique identifier (uuid) this module helps you manage your bookings by allowing you to easily remove guests as needed delete a note deletes a specific note from a booking by using the note's unique id delete a pending gift certificate payment removes a gift certificate payment that is still pending from a specific booking delete an item discount this module turns off a specific item discount in your checkfront account, ensuring that the selected discount is no longer applied to items get booking counts fetches the total number of bookings made for a specific item or product during a time period you choose get inventory product retrieves the available inventory quantity for a specific product during a chosen time frame get inventory for an item or product retrieves the current stock levels for a particular item or product, allowing you to see how much inventory is available within a specified date and time range get a booking fetches a specific booking from checkfront by using its unique booking code you can also choose to include extra details like customer information, individual line items, booking status, or any notes related to the booking get a booking guest retrieves detailed information about a specific guest associated with a booking in your checkfront account get a booking transaction retrieves detailed information about a particular transaction associated with a specific booking get a classic discount retrieves detailed information about a specific item discount from your checkfront account get a customer retrieves detailed account information for a specific customer within your checkfront account get a note fetches detailed information about a particular note linked to a booking in checkfront, using the note’s unique id get a product fetches detailed information about a specific product, with options to include extra details like product images and integration data get a transaction retrieves detailed information about a specific transaction using its unique id list accounts retrieves a list of all partner or staff accounts in your checkfront account that match the optional filters you specify, making it easy to find and review team members or partners based on your search criteria list booking guests fetches a complete list of guests linked to a particular booking in checkfront this includes detailed information such as each guest’s assigned activities and any custom fields they filled out on the guest form list booking transactions retrieves and displays all transactions associated with a specific booking in your checkfront account, giving you a detailed view of the booking's payment history and related financial activities list bookings fetches a list of bookings from checkfront that match your chosen filters, such as specific date ranges, customers, products, or booking statuses you can also choose to include extra details like customer information, line items, booking status, or notes the module supports pagination, making it easy to work with large sets of bookings list classic discounts searches your checkfront account to find and retrieve any discounts that have been applied to items list custom rates displays a list of custom rates that can be used to apply bulk price adjustments to selected products, including options like tiered pricing structures list customer bookings this module allows you to fetch all bookings linked to a particular customer in checkfront you can also choose to include extra details, such as customer information, individual line items, booking statuses, or any notes related to those bookings list customers retrieves a complete list of all customer accounts stored within your checkfront account, allowing you to view and manage your customers easily list inventory retrieves a detailed list of available inventory for every product within a specified time frame list notes fetches and displays all notes linked to a particular booking in checkfront, allowing you to view any comments or details added to that reservation list products fetches a list of products from checkfront, allowing you to narrow down the results by status, type, categories, tags, asset pools, or a specific search term you can also choose to include additional details like product images or integration information in the results list transactions retrieves and displays a detailed list of all transactions from your checkfront account, helping you keep track of your booking payments and financial activity make an api call allows you to make a custom api request to the service, enabling you to interact with any endpoint and perform actions not covered by the standard modules reset checked in status this module lets you reset the checked in and checked out status for a booking or for selected guests in checkfront if you don’t specify any guest activity ids, it will reset the status for every guest in the booking update account password allows you to securely change or update the password for an existing customer account update classic discount updates the details of a specific item discount in your checkfront account, allowing you to modify information such as the discount amount, description, or conditions update pos transaction metadata updates the metadata details for a point of sale (pos) transaction associated with a specific booking this allows you to modify or add extra information related to the pos transaction on that booking update a booking this module allows you to update key details for an existing booking in checkfront you can modify customer information, adjust language preferences, update custom form fields, and manage partner associations—all in one place to keep your booking records accurate and up to date update a booking guest allows you to update the details of a guest associated with a specific booking in your checkfront account, such as their contact information or other relevant guest information update a booking note updates the text and visibility settings of a particular note attached to a booking in checkfront, allowing you to modify the note’s content or control who can see it update a customer updates the account details for a selected customer you can choose to update only specific fields, and if you want to remove a custom field’s value, simply set it to null watch bookings this module activates whenever a new booking is created or an existing booking is updated in your checkfront account, allowing you to automatically respond to changes or additions in your reservations watch discounts this module activates whenever a new discount is created in your checkfront account, allowing you to automatically respond to newly added promotional offers watch products this module activates whenever a brand new product is added to your checkfront account, allowing you to automatically respond to new product listings as soon as they appear templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} checkfront resources you can have access to more resources related to this app on the following links https //checkfront com https //startintegrate com/apps/commerce/checkfront pcyoyl https //www make com/en/hq/app invitation/d37745d8da0932c268eadd5c6a87c661 https //www make com/en/integrations/checkfront community