Modifying bookings via Customer accounts

Learn how Customers edit bookings from their Customer accounts when allowed, including adding items/products, editing items/products, and updating contact details.

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

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Profile > My Account > Bookings > Edit Booking
  
  

What more do I need to use this feature?

• Your Checkfront account must be enabled for Customer Logins.
• The Customer or Staff member must have created a Customer account.
• Your Checkfront account must Allow customer accounts to modify bookings, see Configuring Customer 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

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, using their email to complete a guest form and attributing the Customer to the booking. Fields with existing information are never overwritten.

If Customers are allowed to modify their bookings, they can edit a booking from their Customer Profile by following these steps:

1. Log into their Customer Account and go to their Profile.
2. Click the Booking Code for the booking from the My Account page and Bookings tab.
3. Click the Edit this booking link at the invoice's top-right.

Once selected, this link brings the Customer to the Edit Booking screen with two tabs - Booking Items and Booking Form.

• Under the first tab, Booking Items, the Customer can add new items/products to extend their booking or edit the items/products currently on the invoice.
• Under the Booking Form tab, Customers can edit their contact details.

Note that Customers cannot edit bookings directly from their Booking Receipt page.

An item/product can be added to the invoice by clicking the + Add Item button at the top right.

From the pop-up window, the Customer can edit the category, item/product, the start/end date, and relevant booking parameters.  

When ready, the Customer must click Save to add the new item or product to their invoice.

The Customer can then view the revised balance due.

An item/product on the invoice can be edited by clicking the Edit Item button to its right.  

Editing an item/product is similar to adding a new one.

The Customer can change the item/product they have booked or remove it from the invoice.

Whichever option they choose, the balance adjusts automatically on the invoice. The Customer can then apply an additional payment, or contact you for a refund.

Customers can edit their contact details by clicking the Booking Form tab in the Edit Booking screen.

After editing, the Customer selects the blue Save button to save any form changes.

In the next article, we look at how to manage Customer Account details.

< Cancelling bookings via Customer accounts     |     Managing Customer details via Customer accounts >