Introduction to the Customers Directory and Customer Profiles

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Read this introduction to our Customers Directory and Customer Profiles features.

To learn more about the functionality of the Customers Directory, please read the full series of articles, accessed at the side and bottom of this page, 

• Filtering Customer records within the Customers Directory
• Working with Customer information within the Customers Directory
• Editing columns within the Customers Directory
• Managing Customer Profiles from the Customers Directory
• Creating bookings from Customer Profiles via the Customers Directory
• Blocking Customers based on email addresses from the Customer Profile via the Customers Directory
• Archiving Customer Profiles via the Customers Directory
• Redacting Customer Profiles via the Customers Directory
• Attaching related bookings to Customer Profiles via the Customers Directory
• Detaching bookings from Customer Profiles via the Customers Directory
• Accessing Customer Settings from the Customers Directory
• Exporting Customer records from the Customers Directory

 

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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?

• 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 using classic items (Inventory > Items) and our classic products version using classic products (Inventory > Products).  → Learn more about products

 

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You can access the Customer Directory by opening the Customers menu and selecting the Directory listing.

 

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The Customers 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. 

Bookings are attributed to profiles based on the information available when the booking is created.

• If the email address matches an existing profile, the booking is attributed to that profile.
• If the email address matches an existing profile, but not all personal information matches, the booking is attributed to the existing profile as a related booking. You can review the booking at a later time to confirm the association. 
• If the email address does not match an existing profile, a new one is created.

 

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You also can manually add a new Customer to the Customers Directory via the +New button at the top of the page. Any existing bookings with similar information are automatically associated with the new profile.

 

If a new Customer creates a booking and the booking status is not locked, the new Customer is not automatically added to your Customer Directory. Learn more about Booking Statuses here: Introduction to booking statuses

 

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Customers Directory & Customer Accounts Do you have Customer accounts enabled within your account? If so, the Customer Profile and bookings are associated with the account once the Customer's email address has been verified and the account created. Customer accounts allow your clients to log in and manage their own bookings and contact information. This feature can be enabled in your account but is inactive by default. Customer accounts can be required or optional. Learn more about Customer Accounts here: Introduction to Customer Accounts

 

In the next article in this series, we look at the Customers Directory, beginning with the various ways to filter Customer records.

 

 

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Filtering Customer records within the Customers Directory >

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