Creating bookings from Customer Profiles via the Customers Directory

Learn how to add new bookings for the Customer from their Customer Profile, including how to edit a Customer record.

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

From the Customer Profile, you can create a new booking using the Customer's previously entered information. Click the + New Booking button in the left sidebar to create a new booking. 

This opens the Customer Booking Page with a new booking started for the Customer in focus. The Staff member can then complete the booking for the Customer. Once complete, the booking is listed within the Booking section of the Customer's profile.

Learn more about Staff bookings For a detailed look at creating a Staff-side booking, check out the following article: How do I add a Staff-side booking?

Editing the Customer record is easy. Type directly into the field you need to update or change the values of the drop-down menus. Be sure to Save your changes!

Updating previous Customer bookings Editing the Customer Profile does not update previous bookings by that Customer. The address entered for a prior booking remains the same unless you pull up that invoice and edit it manually. Similarly, editing a Customer's information within a booking does not update the Customer Profile automatically. Instead, Customer information changes require the Customer Profile to be updated manually.

Adding a Staff note Adding a Staff note to a Customer Profile is not currently possible. Staff notes may, however, be added to a Customer's invoice on a per-booking basis.

The following article within this series looks at how to archive a Customer Profile.

< Managing Customer Profiles     |    Blocking Customers based on email addresses >