Learn how Admins manage Customer Account profiles from User Accounts, including updating contact information, changing passwords, and viewing associated bookings.
New to managing Customer Accounts? 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?
Manage > User Accounts > Customer Accounts
What more do I need to use this feature?
- Admin permissions to manage User accounts.
- 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
Managing Customer profile from User Accounts
Back to topA claimed Customer Account can be accessed by the organization through the Customer Accounts tab (Manage > User Accounts > Customer Accounts). This option opens the Customers Directory in a new tab.
By default, the Customers Directory is filtered for Claimed accounts where the Customer has verified that they have access to the email address associated with the account. The view can also be filtered to show the Unclaimed accounts.
Click on the Customer's name to open their account profile in the Customer Directory.
Admins can update Customer Profile information, including the email address, phone number, mailing address, and password of the Customer.
It's also possible to see a list of bookings associated with a particular Customer by viewing the Bookings section of the Customer Profile page.
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Learn more about the Customer Directory and Customer Profile in the following series: |
< Creating Customer accounts via Admin or Staff Accounts |