Customer Account can create accounts to easily view, manage, and update all their reservations in one secure location.
Learn how Customers create Customer accounts from their perspective, including creating an account from the booking page using email or Google single sign-on and verifying the account.
New to Customer Accounts? You can read the first article in this series for an introduction to Customer Accounts.
Where can I find this feature using the top menu?
- Customer Booking Page > Create an account.
What more do I need to use this feature?
- You must enable Customer Logins in your Checkfront account.
Which Checkfront version supports this feature - classic items, classic products, or both?
- This feature is available in both our classic version, which uses classic items (Inventory > Items), and our classic version, which uses classic products (Inventory > Products). → Learn more about products
Creating accounts from the booking page
There are two ways to create a new Customer Account:
You can require Customers to create an account before making their first booking with your business.
If you don't have this requirement in place, Customers can optionally create a new account by following these steps:
- Click the Log in link on the booking page.
- Choose Create an account from the resulting pop-up window.
Creating accounts using email
First, the Customer must enter basic information to create their account, including their first and last name, email address, and password.
Next, the Customer must provide and confirm the account password before clicking Submit.
As the Customer enters a password into the New Password field, a strength indicator appears to grade the password's quality. The password must receive a rating of 50 or more to be accepted. Using random letters, numbers, and symbols generates a higher score.
Creating accounts using Google single sign-on
Alternatively, the Customer can sign in with their Google account using the button in the login window.
Once logged in, Checkfront pulls the Customer's name from Google and creates an account.
What happens once the Customer creates an account?
Once the Customer creates an account, the system sends an email verification to the Customer's email address. Learn more below.
Any bookings associated with the email address are attached to the Customer's Checkfront account.
The system now lists the account on the Staff Side within the Customers list.
Verifying an account once created
Customers must verify their email address to claim their Customer Account. The system automatically sends a verification email to the email address used to create the account.
Customers must click a link in the verification email to view their account.
Once the Customer clicks the link in the email, the system considers their account claimed, and they can log in.
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Customer Login URL When a Customer wants to log in, they can either click the Log in the link, as described earlier, or you can also point your Customers directly to the Customer Account login modal using a custom URL on your website. To do this, use the URL: |
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Secure Login Whenever Customers log in through an embedded booking portal on your website, they are redirected to the Checkfront/reserve page to complete the process, unless you serve your website over HTTPS with an SSL certificate. This is a security requirement. |
Frequently Asked Questions
Do Customers need to create an account before making a booking in order to manage it later?
No, Customers can make a booking without an account and create one afterward. Any bookings previously made under the same email address are automatically attached to their profile once they have created their account.
Next Steps
In the following article, we examine how Customer Accounts are managed through a Customer Account.
< Introduction to Customer accounts | Managing Customer accounts via Customer accounts >