Introduction to Customer Accounts

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Locate: Manage > User Accounts > Customer Accounts
Prerequisites: 

• Admin permissions to manage accounts.
• The Customer Accounts 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.

 

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).

 

This article is an introduction to the Customer Accounts experience, with information on how to find and enable this feature for your Customers.

Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the full capabilities of the Customer Accounts feature.

 

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Customer accounts provide your Customers with the ability to log in and manage their own bookings and contact information. This feature can be enabled in your account but is not active by default.

Once it is active, your Customers can create an account, make bookings, and record their contact details for future use.

They can also see a complete record of their previous bookings and even manage their pending bookings based on the parameters you choose during the initial feature setup.

 

Whenever additional information is received via a booking or a guest form, empty fields within the Customer Account are updated.  This includes creating a new booking for the Customer, as well as, using their email to complete a guest form and attributing the Customer to the booking. Fields with existing information are never overwritten.

 

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To enable Customer Accounts in Checkfront, navigate to the Customer Accounts tab (Manage > User Accounts > Customer Accounts). This opens the Customers Directory, which you can also access via the Customers option in the top menu.

 

Next, click on the Customer Settings button on the top right.

The Customer Settings area can also be accessed from the Staff Accounts and Partner Accounts tabs.

 

From the Login Settings tab within the Customer Settings side panel, select the Enable customer logins radio button.

Next, click the Save button to enable Customer logins and activate the additional setup options described in our next article.

Any new accounts must go through a brief verification process whereby the Customer is sent an email with a verification link that they need to click before they are able to view the contents of their account.

We go further into this process later in this article series.

 

In the following article in this series, we start by reviewing your Customer Account Settings.

 

 

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Configuring Customer account settings >

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