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, they will be 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 will be 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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Learn more about your reporting options here: |
Customer Directory: Sorting Filters >