Introduction to managing Customer Accounts

Read this introduction to managing Customer Accounts, including how to find and enable this feature for your Customers.

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

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Customer Accounts
  • 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 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

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: Customer Accounts

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.

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

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. 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.

The following article in this series starts by reviewing your Customer Account Settings.

Configuring Customer Account settings for Admins >