Bookings don't always land in the right place. Whether a booking was linked to the wrong profile or you need to separate a customer's history into distinct accounts, the Detach feature gives you a straightforward way to correct it.
Learn how to detach bookings from Customer Profiles, where bookings may have been associated with a Customer Profile in error, or there is a need to create separate Customer Profiles.
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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
What more do I need to use this feature?
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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
Detaching bookings
Has a booking been added to the wrong Customer account, or would you like to split a single Customer's bookings across separate Customer accounts? Then, you can do so via the Detach button next to each booking within the Customer Profile.
Once a booking has been detached, the booking is listed under Related Bookings. Any bookings with unique email addresses are also listed in the Customers Directory associated with their Customer Profile.
Next Steps
In the next article in this series, we look at how to access Customer Settings from the Customer Directory.
< Attaching related bookings | Accessing Customer Settings >