Viewing Customer details from booking invoices

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Learn how to access the Customer details for the Booker, including related bookings.

New to the Booking Invoice? Read the first article in this series for an introduction to the Booking Invoice.

 

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Which plans include this feature?

Legacy:  Soho, Pro, Plus, Enterprise, Flex
New:  Starter, Growth (Subscription), Growth (Per Booking), Managed
→ Learn more about our new plans or how to change your plan.

Where can I find this feature using the top menu?

Reports > Booking Index > Booking Details > {Customer Name}

What more do I need to use this feature?

• Admin permissions to manage inventory or restricted permissions for Reports & Booking Data.
  
  

Which Checkfront version supports this feature - classic, new or both?

• This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products).  → Learn more about products

 

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Clicking on the Customer's name (e.g. Jane Smith) in the left sidebar takes you to Customer Details for the Booker. The number next to the Customer's name depicts the bookings attached to the Customer's profile.  

 

From Customer Details, you can create a new booking for that Customer or review bookings made in the past. You can also update the Customer Details by editing their profile fields.

 

The Bookings area summarizes each booking attached to the Customer's profile. Details for each booking are the ID, Customer Type, Booking, Date, Created, Amount, Status, and the Detach option.

 

A Related Bookings expandable section displays if bookings from separate Customers happen to share identifiable details such as the email address, phone number, name, or address.

Once expanded, click the blue View button to be brought to the other booking.

Do you want to merge the related booking to the Customer profile you are currently viewing? Then click the box to the left of the entry and choose the Attach button.

Once attached, the related booking is moved to the Bookings list of that profile.

 

Learn more about the Customer Details and the Customer Directory here: Introduction to the Customers Directory and Customer Profiles

 

The next article in this series looks at bookmarking booking invoices.

 

 

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< Emailing booking invoices to Customers     |     Bookmarking booking invoices >

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