Prerequisites:
- The Customer Directory feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
The Customer Directory is your central hub for storing customer records. A new record is created for a customer the first time they make a booking with you. This record is referred to as a customer profile.
The directory also displays customer accounts. Essentially, Checkfront no longer distinguishes between customer profiles and customer accounts, but there is a slight difference:
A customer record is an unclaimed customer account.
If at some point a customer decides to create an account on your system, then they are required to verify their email address. Once this has been done and the account is created, any past bookings attached to the customer's profile are pulled into the new account and assigned to them.
So let's take a closer look at how this works, beginning with the various ways to filter the customer records in your database.
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If a new Customer creates a booking and the status of that booking is not locked, then the new Customer is not automatically added to your Customer Directory. Learn more about Booking Statuses here: |
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Learn more about your reporting options here: |
Customer Directory: Sorting Filters >