Configuring Customer account login settings for Admins

Learn how to work with the login settings for Customer Accounts once enabled, including requiring logins, showing pre-status bookings, allowing bookings to be modified or cancelled, and preventing booking edits.

New to managing Customer Accounts? You can read the first article in this series for an introduction to managing Customer Accounts.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Customers > Directory > Customer Settings
• Manage > User Accounts > Customer Settings
  
  

What more do I need to use this feature?

• Admin permissions to manage accounts.
  
  

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

Once you have enabled customer logins, as described in the previous article, you can require Customers to log into a Customer account when booking. 

With this option checked, the Customer is asked to log in upon arriving at the booking page. Customers visiting your booking page can only book by signing into a Customer Account.

If this is their first visit, they can click the Create an account button to proceed.

Help, I am lost! How can I book with a business through Checkfront? I am trying to book with a Checkfront business; how do I log in?

When a booking is incomplete, possibly abandoned by the Customer, it sits with the status PRE.

This means it is a pre-booking. If you want to show pre-bookings in Customer accounts, check this option.

Learn more about booking statuses here: Introduction to booking statuses

The flexibility you provide your Customers when it comes to modifying a booking is entirely up to you. You can allow them to modify a booking or even go ahead and cancel it.

If you want to allow Customers to perform either of these functions, then check the appropriate box(es) and select the number of days before the start date these actions are permitted.

For example, you can check the box to allow booking modifications and select a limit of up to 2 days before the booking date.  

In addition to a time-based period, booking modifications can be limited to status.

From the dropdown menu, check off the statuses that prevent a booking from being modified.

For example, if you check Paid, the Customer cannot modify or cancel any bookings with that status. In this case, they must contact you directly to make such changes through the backend.

Learn more about booking statuses here: Introduction to booking statuses

The following article in this series reviews how to redact Customer booking information.

< Introduction to Customer Accounts     |    Configuring settings to automatically redact Customers >