Managing Customer Profiles from the Customers Directory

Learn more about managing Customer profiles for each Customer record within the Customers Directory, including accessing profiles, learning more about profiles, updating profile information, changing passwords, and resetting passwords.

New to the Customers Directory? Read the first article in this series for an introduction to the Customers Directory feature.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Customers > Directory > Customer Profile
   

What more do I need to use this feature?

• Admin or restricted permissions to View Customer List and Edit Customers.
   

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available in both our classic items version using classic items (Inventory > Items) and our classic products version using classic products (Inventory > Products).  → Learn more about products

Clicking on a Customer's name within the Customers Directory takes you to the Customer Profile page for that Customer.

From the Customer Profile page, you can view and update the personal information and bookings associated with that Customer. 

You can update the profile information for the Customer, including custom fields, by editing the fields presented. 

Learn more Staff notes For a detailed look at setting up Staff-only note fields within Customer Profiles, check out the following article: How do I add Staff-only notes to a Customer Profile

You can follow these instructions to update a Customer's password.

We advise that you have your Customers change their passwords using the Forgot Password? feature, or that you send them a Reset Password email (see below). This ensures that only the account holder is privy to their password.

To maintain a high level of security in the account, the new password must contain...

• At least 8 characters
• At least 3 of the following:
  • Lowercase letters (a-z)
  • Upper case letters (A-Z)
  • Numbers (0-9)
  • Special characters (e.g. !@3$%^&*)

Passwords must NOT contain empty spaces.

You can change a Customer's password by following these steps:

1. From the Customer Profile, select the Change Password button.
2. From the Change Password modal, enter a New Password, considering the above-listed requirements.
3. Select Change Password when finished.

You can follow these instructions to reset a Customer's password.

To have a Customer reset their password:

1. Click on the Reset Password (Email) button.
2. From the Reset Password modal, confirm that you want to send a reset email to the email address displayed.
3. Click Send Reset Email to send the email.

The Customer can then follow the link in the Reset email to change their password.

In the following article within this series, we look at adding new bookings for the Customer from the Customer Profile.

< Editing columns within the Customers Directory     |    Creating bookings from Customer Profiles >