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Managing Customer's basic information, account password, and saved information via Customer accounts

Customer Accounts enable you to manage your own information with ease. Update your password at any time and securely store your personal details, which will automatically apply during future bookings.

Learn how Customers can update their account details, including passwords and autofill details.

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 > Accounts/Saved Information
     

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

 

Updating Customer details via the Account tab

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Account settings page showing the account tab with fields for email, name, password, language, and update button.

Customers can update their personal information from the Account tab of their Customer Account, including name, email address, account password, and language preference.

Any changes the Customer makes apply when the blue Update button is selected.

 

Updating a Customer Account password

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Change password window with fields for current password, new password, and confirm password.

A Customer can change their account password by following these steps.

  1. The Customer logs in to their account and selects the Account tab from within their profile.
  2. Underneath the Password field, they select the Change Password link.
  3. In the resulting pop-up window, the Customer must fill out the Current Password, New Password, and Confirm Password fields.
  4. When done, the Customer selects the Update button to apply the new password.

 

Callout icon of pencil indicating an important note.

Password changes and Google SSO

Customers can't change their passwords via their Customer Accounts if they are logged in using Google SSO. They must update their passwords within their Google accounts.

 

Updating autofill information via the Save Information tab

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Saved information tab displaying autofill fields for name, email, phone, address, city, province, country, and postal code.

The Saved Information tab allows Customers to enter their details for autofill during future bookings.

This saves the Customer time during future reservations, as they do not need to fill out the information each time.

 

Next Steps

In the next article, we explore how to manage saved payments through a Customer Account.

 

 

< Modifying bookings via Customer accounts     |     Managing saved payments via Customer accounts >

 

 

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