Prerequisites:
- The Custom Directory is available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
- Interested in using the Customer Directory with products (Inventory > Products)? Your account must be a member of our Early Access Program.
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Early Access Program To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program. |
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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Learn more about your reporting options here: |
Customer Directory: Sorting Filters >