Managing Customer accounts via Customer accounts

The Customer Accounts feature allows Customers to manage their bookings and personal details in a secure, convenient self-service portal.

Learn how Customers can manage their accounts from the Customer accounts feature, including booking management.

New to Customer Accounts? You can read the first article in this series for an introduction to Customer Accounts.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Profile > My Account > Bookings
   

What more do I need to use this feature?

• Your Checkfront account must be enabled for Customer Logins.
• The Customer or Staff member must have created a Customer account.
   

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

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

Customers can manage their profiles by:

1. Visiting your booking page.
2. Clicking the Log in link in the top right corner.
3. Entering their account credentials.
4. Once the Customer has logged into the account, their name replaces the Log in link. Clicking the name link brings the Customer to their My Account area.

Managing your bookings, account, and saved information

The Customer Account profile is divided into three sections - Bookings, Account, and Saved Information.

In this series of articles, we provide a detailed overview of the functionality within each tab, starting with the Bookings tab below.

• Managing bookings from Customer accounts 
• Cancelling bookings via Customer accounts
• Modifying bookings via Customer accounts
• Managing Customer details via Customer accounts
• Managing saved payment information via Customer accounts

Learn more about Customer profiles Customer profiles can be managed and maintained by the Customer or a Staff member in your organization. Introduction to managing Customer Accounts

Managing bookings from Customer accounts

The Bookings tab provides a list view of all the bookings associated with the Customer. Clicking the Booking Code for a record opens up that invoice to view the associated Booking Invoice.

• If you have opted to allow booking modifications and/or cancellations, and the current date falls within the limits you configured, additional links will be visible to provide access to these features.

Next Steps

In the following article, we examine cancelling bookings from a Customer account in more detail.

< Creating Customer accounts as a Customer    |     Cancelling bookings via Customer accounts >