Viewing Customer details from booking invoices

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Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise | ✓ Flex |
Locate: Reports > Booking Index > Booking Details > {Customer Name}
Prerequisites:

• Admin permissions to manage inventory or restricted permissions for Reports & Booking Data.
• The Booking Details feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.

 

New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information. Discover more product-related help articles here: Products (New).

 

In this article, we look at accessing the Customer details for the Booker.

New to the Booking Invoice and booking details? Be sure to read the first article in this series, Introduction to the booking invoice and booking details, before starting!

Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the full management capability of the Booking Invoice features.

 

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Clicking on the name of the Customer (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 number of bookings attached to the Customer's profile.  

 

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

 

The Bookings area shows a summary of each booking attached to the Customer's profile. Details included here 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, you can 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: Customer Directory: Introduction

 

In the next article in this series, we look at bookmarking booking invoices.

 

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< Emailing booking invoices to Customers     |     Bookmarking booking invoices >

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