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.
- Booking Details are available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
- Interested in using the Booking Details with products (Inventory > Products)? Your account must be a member of our Early Access Program.
 |
Early Access Program To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program. |
In this article, we look at accessing the Customer details for the invoice owner.
New to the Booking Invoice and booking details? Be sure to read our overview, Booking Details: Introduction, 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 Details features.
Customer Details
Back to top
Clicking on the name of the Customer (e.g. Jane Smith) in the left sidebar takes you to Customer Details for the invoice owner. 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.
 |
Learn more about the Customer Directory and Customer Details here: |
< Booking Details: Emailing the Customer | Booking Details: Bookmark >