Checkfront Overview

Purpose

To provide a comprehensive guide for using Checkfront, an online booking platform utilized by Sea Saba for managing scuba diving activities, customer details, waivers, and payment processing.

Scope

This SOP applies to all Sea Saba staff members, especially those involved in booking, customer service, and inventory management.

Procedure

Introduction to Checkfront

• Overview: Checkfront is Sea Saba's online booking platform.
• Key features: Online booking, waiver management, customer details, payment processing.

Getting Started

• Account Setup:
  • Steps to create a new user account.
  • User roles and permissions.
• Logging In:
  • How to securely log in to the Checkfront platform.

Booking Management

• Creating Bookings:
  • Step-by-step instructions for booking various activities.
  • Handling special requests or customizations.
• Activities Available for Booking:
  • Various diving activities.
  • Snorkeling activities.
  • Private Charters.
  • Edge ferry tickets.
  • Sunset cruises.
• Using the Calendar:
  • How to view and manage bookings using the calendar feature.

Customer Interaction

• Entering Customer Details:
  • Guidelines for inputting accurate customer information.
• Managing Waivers:
  • Process for handling digital waivers through Checkfront.

Payment Processing

• Handling Payments:
  • Instructions for processing payments via Stripe.
  • Recording payment details in Checkfront.

Inventory Management

• Overview of Inventory Features:
  • How Checkfront assists in managing and tracking inventory.
• Avoiding Overbooking:
  • Best practices for utilizing Checkfront's inventory management to prevent overbooking.

Troubleshooting and Support

• Common issues and their resolutions.
• How to access Checkfront support.

Accountability

All staff members are responsible for accurate and efficient use of Checkfront. Report any system issues or booking discrepancies to management immediately.