Checkfront updates
Checkfront updates
www.checkfront.com

Release Notes - December 2021


New Features and Improvements

 

Improvements

  

Booking Edit

  • Pricing has been improved to show accurately when editing an item on an existing booking to add a product grouped package add-on.

Dashboard (Setup Guide)

  • The setup steps and post-setup steps within the Dashboard have been updated so that getting started with Checkfront is faster and easier.

Gift Certificates

  • Gift Certificates have been simplified so that you don’t have to manually void gift certificates once they’ve been refunded or canceled.
  • There is now an option that staff can set on the Gift Certificate item. When enabled, the price for the Gift Certificate will not show to the recipient.

Product and Asset Importers

  • You can now import products and assets using the Product Importer and the Asset Importer.

Quickbooks Payments

  • Updated part of our integration with QuickBook Payments so that payments continue to flow smoothly.

Bug Fixes

 

Fixes

  

Booking Edit

  • Adding Items in a Product Grouping to an existing booking won’t cause an error if one of the items in the package has been archived.
  • Pricing has been improved to show accurately when editing an item on an existing booking to add a product grouped package add-on.

Booking Details

  • Editing Product Upsells no longer times out with an error.

Booking Invoice (Taxes)

  • Deleting or editing taxes will no longer retroactively affect booking invoices made before the modification to the tax configuration. For example, let's say that you adjust your tax configuration by deleting a tax. Moving forward, the tax will be deleted for bookings (and their associated invoices). Historical invoices will not be affected.

Booking Page

  • Over on the Booking Page, the availability label has been updated to show the correct number when bookings overlap.

Flextime

  • Resolved a bug that caused booking time to change to the first available hour of the day, regardless of which time is selected. This was occurring specifically when trying to change the time of a flextime package addon that had a fixed length.

Checkfront Translations

  • Translation now includes the "This certificate must" text on Gift Certificates.

Waivers

  • Resolved an issue relating to guest signatures that caused them to mysteriously vanish from the Waiver. Guest signatures are now accessible on the waiver, as intended.

Release Notes - October 2021

 

Improvements

 

Fixes

  

Translations, form fields, and payments

Let's get right into it.

We love Checkfront Translations. It allows you to offer your products in multiple languages for customers that book from all over the world.

And as you may know, you can change a language string on your Booking Page to get more specific with dialects if you like. But we understand how easy it is to quickly edit a shared translation instead of a private one.

So, we added a little warning for you — just in case you want to translate "bus" to "guagua" without making your friends in Chile start selling "baby" tours.

Screen Shot 2021-10-27 at 12.07.36 PM.png

Along with displaying an error message in the Daily Manifest for failed assignments, we've also made the following improvements:

  • You can now manually adjust availability in the Product Calendar if you have random dates with different availabilities
  • If you're using Customer Accounts and your Booking Form has a multi-checkbox field, your customers can now save their personal details for future bookings without receiving an error
  • Optional date fields, such as arrival/departure dates, will no longer be required by your customers to submit Waivers & Documents

Payments

Good news for operators in France! You can now take seamless payments with Square for online, mobile, and terminal checkouts.

As for other payment updates:

SagePay

  • An error message will now display if the phone field is required; otherwise you can archive the phone field without preventing payment
  • With 3DS2 enabled, customers will see a valid error if payment fails or complete payment successfully rather than reach an access denied page

Stripe

  • When embedding the Booking Widget on an HTTPS website, the Browser Wallet will now show up on the payment page with Stripe enabled
  • Speaking of Browser Wallets, customers from South Korea can enter payment details successfully with the country field enabled on the Booking Form, and you won't get locked out of your account if Apple Pay or Google Pay doesn't support your country

Apple Pay, Google Pay & other updates

 

New ✨

 

Fixes

 

 

You asked, we listened!

If Stripe is your active payment provider, your guests can now pay using Apple Pay, Google Pay, and browser-saved cards like Microsoft Pay on Edge.

A relevant Payment Request Button will display automatically depending on what their device and browser combination supports, creating a seamless and personalized payment experience for them.

Screen Shot 2021-09-07 at 7.44.24 AM.png

To enable Apple Pay in your Stripe integration, go to:

Manage > Ecommerce > Stripe: Add Apple Pay on the Web for Stripe

To enable Google Pay in your Stripe integration, go to:

Manage > Ecommerce > Stripe: Add Google Pay on the Web for Stripe

PayNow2X.jpeg

In other news…

Payments

  • We fixed an issue for Stripe integrated accounts where the 3D Secure Pop-up displayed incorrectly on mobile devices. Your guests can now complete the security challenge without unnecessary scrolling
  • There was also an issue with 3D Secure for Sage Pay integrated accounts where staff-side transactions were getting declined. All of the required fields for Strong Customer Authentication (SCA) will now send to banks along with the rest of the transaction information
  • Since address verification helps reduce fraudulent transactions, Moneris integrated accounts now have the option to enable Billing Postal/ Zip Code validation. For both customer and staff-side transactions, a postal/zip code field will display at the time of payment to verify what's entered matches the address associated with the card
  • We added an overbooking warning for staff-side payments, so that your staff has to agree to allow the overbooking to take place when adding a payment to a booking that has an unlocked status, i.e. WAITING

Exports

  • You can now export Custom Guest Form Fields and Payment in the Daily Manifest so that you can see all the information you need to see

Discounts

  • When adding Weekly Recurrence to a discount, you can now expect the discount to only be valid for eligible booking days

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A few bug fixes and more!

 

Fixes

 

 

We always want to make sure that Checkfront works as expected, so we've been diligent about making improvements across the platform.

Here are the most recent bug fixes:

Calendars

  • In the Customer Calendar, the horizontal scrollbar is now easier to see and click so that you can quickly view who's arriving for weeks on end
  • The Inventory Calendar will no longer revert any times to the base inventory when adjusting items

Reports

  • We've added annual reporting to the Occupancy Report so that you can now get a yearly summary to compare seasons on a per-item basis!
  • When you export a report via email, you'll now receive a valid link to download the file whether you have a Google account or not
  • The Sales Report will now load and function properly, even if you have no amount value in the Booking_Items parameter
  • The Booking Index will now keep the exact order you sorted it as even after you export the report. For example, if you sorted by Start Date Descending, the data in the exported file will reflect that accordingly

Payments

  • The Stripe 3DS popup now displays correctly on the Booking Widget, ensuring your customers can complete payment without disruption
  • There were some instances of Square payments failing when using reCaptcha, which will no longer happen as we've resolved the issue
  • We finalized the PSD2 implementation for Square. Want to keep your customers in the loop about PSD2? Find out more information here

Integrations

  • We fixed a bug in our GetYourGuide integration, so you can now update your availability in GetYourGuide successfully

The latest updates and improvements!

 

Improvements

 

 

We've been eagerly working behind the scenes on some of your favourite features in Checkfront and are thrilled to share them with you!

Here are the most recent updates and improvements:

Daily Manifest

  • You can now print ALL of the columns you add to the Daily Manifest, even for days when you have a high volume of bookings. Nothing will get cut off so that you can see everything on one page!
  • We've also added Booking Notes as a column so that your staff can stay up to date at first glance, as well as a Discount Code column so they can quickly validate discount eligibility for guests during check-in

Screen Shot 2021-07-09 at 11.37.03 AM.png

Booking Details

  • The Booking Details panel now shows check-in/check-out text
  • We resolved an issue where duplicate Square refund transactions were being displayed within Booking Details

Booking Edit

  • Any changes you make will only sync to your integrations after you save the booking so that you can ensure the information is good to go
  • If you use older versions of Safari or Firefox, you can now view the correct display of the Booking Edits page

Booking Widget

  • Your guests can now seamlessly complete all fields and buttons on your Waivers and Documents when using incognito browsing
  • We resized the iframe height based on the timeslot dropdown so that the Booking Widget will no longer cut off times and scroll functionality

Integrations

  • Loving the MyAllocator integration?! Now you have the option to import all external bookings without having to confirm they are correct manually. Not only that, but any manual adjustments made within your Inventory Calendar will now automatically communicate back to MyAllocator
  • We added support for Google Analytics 4 to our existing integration, so you can now upgrade to the latest version!

Site Builder

  • We updated access permissions to comply with Facebook and Instagram's new platform policies, and updated the Instagram integration with Site Builder. If you use the Instagram integration, you must now re-activate expired tokens within your Site Builder settings

Reports

  • We resolved an issue in Reports where the calendar was jumping between default and custom dates when a custom date was selected
  • In the Sales report, we stopped the parameter cost from incorrectly multiplying by the booking duration

Payments

  • You can now select which Stripe Terminal to assign a refund for more accurate reporting when using multiple card readers
  • We updated the Stripe integration and Square integration to use the latest APIs, allowing us to streamline our responses and take advantage of new functionality, so both payment gateways are faster for you!
  • We fixed ReCaptcha from failing on Stripe Sandbox, so you can now test your Stripe integration without issue
  • As for Square Sandbox, we added support for multiple locations so that it will automatically default to the currency of your Square account, including CAD, USD, and GBP
  • We added enhancements to ensure Strong Customer Authentication (SCA) and Payment Services Directive 2 (PSD2) with Square
  • Tips will no longer deduct twice when payments are made through the Square mobile app
  • We increased the reliability of Sage Pay when using the 3D secure option

Get extra payment protection against fraud with Google ReCAPTCHA

 

New ✨

 

 

Get peace of mind that your booking checkout is protected against fraudulent bot and card-reading activity with the new Google ReCAPTCHA Ecommerce feature!

recaptcha.png

ReCAPTCHA can currently only be set up when using one of the following Payment Providers:

  • Stripe
  • Square
  • Braintree
  • Moneris

Using a different provider and looking to take advantage of ReCAPTCHA? Get in touch and let us know which provider you're using. This will help us prioritize adding additional compatible providers.


Getting started

Read the complete setup guide in our knowledge base or review the quick summary below.

A new, optional, opt-in setting is now available for Admins to enable via Manage > Ecommerce Setup > Settings.

ecommerce-settings.png

Toggle on the ReCAPTCHA option at the bottom of the page and follow the Get ReCAPTCHA keys link to get setup in Google.

Google's recommended 0.5 threshold has been automatically configured for setup to ensure that only true-bot activity and fraud get detected and blocked. Read more about Google's threshold setting here.

Setting ReCAPTCHA.png

Important Note! Only Google's V3 ReCAPTCHA option is available at this time. V3 uses a smart algorithm to detect bot and card-reading activity, leaving legitimate bookings to convert friction-free.

V3 recaptcha.png

Once set up, during the payment step of booking checkout, a new Protected by Google badge will appear.

recaptcha.png

If bot activity is detected, payment will not proceed and a warning will be presented to get in touch directly with your business to proceed with payment.

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Recent Improvements and Bug Fixes

 

Improvements

 

 

Inventory Calendar Improvements

These changes only apply to the new Inventory Calendar experience.

New and Improved

  • Inventory rows expanded will now remain expanded upon re-visiting the Inventory Calendar or changing dates.

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  • There's now a quick link to the Daily Manifest on the Bookings tab for quick access to review all bookings for that day.

Daily Manifest Link.png

  • The work you won't see, but will experience: The Calendar has been given a performance boost in the background, making it faster to load availability and bookings as you filter, change dates, and make changes.

Bug Fixes

  • Flex time inventory adjustments will no longer cause a page crash.
  • Items in Product Groups will now also be sorted by Item Weight, within their Product Grouping.
  • When adjusting available inventory for items that are aliased, the adjustment is now reflected on both Items.

General Bug Fixes

  • Notifications sent from in-app will no longer show hidden items in Gmail.
  • Duplicate notifications are no longer sent for Staff issues Gift Certificates.
  • The Booking Status dot on the new Booking Calendar is no longer cut-off.
  • The Salesforce and Zoho integrations can once again be connected.
  • Customer invoices printed from in-app will now respect any explicitly set Customer Languages instead of always printing in the Staff-set language.
  • For users with the Manage Payments permissions, POS transaction dates can now be edited for up to 6 months.

Admin update: New permissions for viewing/editing inventory, gift certificates, and reports

 

New ✨

 

 

We've added new user account permissions for reports access and inventory/gift certificate management to offer further access flexibility!

Update Staff access to read-only or edit access for reports and inventory, manage who can modify availability, and more.

New permissions.png

New Report Permissions

Previously, View Reports gave complete access to the suite of booking and revenue related reports. Now, control which reports are accessible, per Staff, in the new Reports & Booking Data permission section.

Gift Certificate Management

Previously, managing notifications, items, and gift certificates were bundled into a single permission. Now, gift certificate management has a unique set of permissions to aid in both managing and issuing. New permissions include:

  • Manage Gift Certificates: Allows Staff to manage already issued gift certificates on /inventory/giftcerts/
  • Manage Gift Certificate Items: If enabled, Staff can modify all settings related to all Gift Certificates items, including name, descriptions, amounts, etc.
  • Issue Gift Certificates: Manages whether staff and take make a booking, providing a customer with a Gift Certificate.

Inventory Management

Previously, granting inventory permissions meant giving access to manage notifications, rules, and discounts all in one. Now, you can provide just the right amount of access for Staff to manage each area of inventory separately:

  • There is now a set of View Only permissions, which provide read-only access to verify details, but not have access to change and override configuration settings.
  • Notifications, discounts, items, and rules are now all separate permissions for granular control over edit access.
  • A new Change Daily Inventory Availability has been added, which grants Staff the ability to modify ad-hoc per-day/time adjustments on the Inventory Calendar.

All item and category-specific permissions will also respect the new read-only vs. edit permissions.

Admins can manage these permissions per-user account on the User Accounts page, accessible via Manage.


We've honored existing permission settings

No changes have been made to existing user permissions for any Staff account. Admins will still to manually make modifications with the improved permission options to remove access, accordingly.

This decision was made to ensure no Staff loses access or changes without explicit opt-in changes.

Filter the Daily Manifest by Bookings 'Ending' and 'In Progress'

 

New ✨

 

 

As a central hub for booking management, the Daily Manifest is now more flexible with a new Bookings filter. With this new filter, easily find bookings that are Ending, Starting, or are In progress for the day.

bookings-filter.png

Use the Ending filter to find who will be checking out, the In progress filter to review which guests are actively 'in house' or undergoing activities, or Starting as you prep for the day ahead!

By default, the Daily Manifest will continue to display bookings Starting today. Use the Remember Filter Settings via your profile if you commonly use a different view for managing bookings day-to-day!

Bulk inventory adjustments for the new Inventory Calendar

 

New ✨

 

 

Quickly change inventory availability across multiple days with the new bulk inventory adjustment feature on the new Inventory Calendar! A new edit icon (indicated by a pencil) will appear next to each inventory item. Clicking this will enable the new bulk adjustment feature.

Per item, increase or decrease available across multiple dates and times, or edit multiple days at once.

edit-icon-bulk-adjustments.png

Editing select dates and times

After entering bulk edit mode, click all the applicable days and times that you'd like to change availability on. Once selected, click Edit to make bulk changes.

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Review your selected days and times, adjust the available inventory, add a note, and save! Changes will be instantly reflected on the calendar and a note left in the audit log.

individual-edit-modal.png


Editing multiple days at once

Looking to edit multiple days' availability without clicking each specific time or day? Once you've entered bulk editing, select Edit All Days instead of clicking on an individual cell.

edit-multiple-days.png

This will bring up a modal that displays all days within your filtered time frame. Select the entire date (shown below), or if you're using timeslots/flex time, expand each day to select specific times within each day.

edit-multiple-days-2.png


NOTES:

  • If you need to make adjustments across multiple items, you'll need to re-enter bulk adjustment mode per item to manage each item's changes individually.
  • This is only available on the new Inventory Calendar. To enable the new experience, use the opt-in banner at the top of the Inventory Calendar at /calendar/inventory/.