To learn more about managing Customer Accounts, please read the entire series of articles accessed at the side and bottom of this page.
- Configuring Customer account settings for Admins
- Configuring settings to redact Customers automatically
- Creating Customer accounts via Admin or Staff accounts
- Managing Customer account details via User Accounts
Which plans include this feature?
Where can I find this feature using the top menu?
- Customers > Directory
Customer Account Settings
- Customers > Directory > Customer Settings
- Manage > User Accounts > Customer Settings
What more do I need to use this feature?
Admin or restricted permissions to View customers list or Edit customers
depending on the area of Customer accounts. See each article in this series for more details.
Which Checkfront version supports this feature - classic, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Customer Accounts OverviewBack to top
Customer accounts allow your Customers to log in and manage their bookings and contact information. This feature can be enabled in your account but is inactive by default.
Once the Customer Accounts feature is active within your account, 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 manage their pending bookings based on the parameters you choose during the initial feature setup.
As an Admin (or Staff member with permission), you can configure account settings to suit your business needs, create accounts on behalf of Customers, and update Customer details on their behalf.
Learn about Customer accounts from the Customer perspective here:
Enabling the Customer Accounts featureBack to top
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 access via the Customers option in the top menu.
Next, click on the Customer Settings button on the top right.
Select the Enable customer logins radio button from the Login Settings tab within the Customer Settings side panel.
Next, click the Save button to enable Customer logins and activate the additional setup options described in our next article.
Any new accounts must undergo a brief verification process whereby the Customer is sent an email with a verification link that they need to click before they can view the contents of their account.
We go further into this process later in this article series.
Want to offer Membership Plans to your Customers? Customer Accounts must be enabled for members to use their memberships. Learn more about Memberships here:
The following article in this series starts by reviewing your Customer Account Settings.