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Creating Customer accounts via Admin or Staff Accounts

Learn how Customer accounts are created from Admin or Staff accounts, including setting a password and verifying an account.

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 > +New (Customer)

 

What more do I need to use this feature?

  • Admin or restricted permissions to View customers list or Edit customers
  • Your Checkfront account must be enabled for Customer Logins.
  • The Customer or Staff member must have created a Customer account.

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

 

Creating an account from Admin or Staff accounts

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Add new Customer

There may be times when you would like to create a new account for the Customer.

To do this, navigate to the Customer Accounts tab (Manage > User Accounts > Customer Accounts) and click the + New button on the top right side of the page.

 

New Customer form

Fill out the required credentials and then click Create to save the profile.

 

Setting a password for the Customer account

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Update email and password

To set a password for the created Customer Account, you need to send an email from the system and have the Customer provide a password:

  1. Access the entry from the Customers list by clicking on the Customer's name.
  2. Choose to + Add Password.
  3. Confirm the Customer email address and update as needed from the Update Email or Password modal.
  4. Click Submit.

A password reset email is sent to the email address attached to the Customer. Once they click the provided email link, the Customer enters a password, and their Customer Account is verified and ready to use.

 

Verifying an Account

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Once Customer Accounts is enabled, an email address is required before a Customer account can be claimed.

Check email

Any new accounts must undergo a brief verification process whereby a Customer must click on a link in an email before they can view the contents of their account.

 

Account verified

Once the Customer clicks the email link, their account is claimed, and they can log in.

 

security

When a Customer wants to log in, they can either click the Log in link, as described earlier, or you can also point your Customers directly to the Customer Account login modal using a custom URL on your website.

To do this, use the URL: https://demo.checkfront.com/reserve/?login=1. Ensure that you replace the demo with your account!

 

Note

Whenever Customers log in through an embedded booking portal in your website, they are redirected to the Checkfront /reserve page to complete the process unless the website is served over HTTPS with an SSL certificate. This is a security requirement.

 

Frequently Asked Questions

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  • What happens if a Customer creates a Customer Account after they have booked? Do their existing bookings get associated with the account?

    All bookings previously made under the same email address used to create the Customer Account are automatically attached to the Customer's profile once the account is created.

 

 

< Configuring settings to redact Customers automatically  |    Managing Customer account details via User Accounts >