Managing Customer Profiles from the Customers Directory

A Customer Profile is more than just a contact record. It's a picture of your relationship with that Customer. This article shows you how to access, update, and manage profiles so your customer information stays accurate and your team always has what they need

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 (Inventory > Items) and our classic products version (Inventory > Products).  → Learn more about products

Clicking a Customer's name in the Customers Directory takes you to their Customer Profile page.

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

You can update the Customer's profile information, including custom fields, by editing the fields shown. 

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. In the Change Password modal, enter a New Password that meets the requirements listed above.
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. In the Reset Password modal, confirm that you want to send a reset email to the displayed email address.
3. Click Send Reset Email to send the email.

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

Next Steps

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 >