New to the Customers Directory? Read the first article in this series for an introduction to the Customers Directory feature.
Which plans include this feature?
Where can I find this feature using the top menu?
Customers > Directory
What more do I need to use this feature?
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
Filtering by statusBack to top
With the Customers Directory, you can filter Customers by status - All, Active, Archived, or Blocked.
You can only set a Customer to one of the following statuses at a time: Active, Archived, or Blocked.
You can archive or block a Customer from within their profile and remove them from your list of active Customers.
Learn more about blocking Customers from booking with the Blocklist feature here:
Filtering by countryBack to top
Would you like to filter your Customers based on country? You can do this using the Countries filter.
Click on Countries to reveal a dropdown menu of all the countries you have a Customer from. Make your selection to filter the list of results.
Filtering by Customer's first initialBack to top
Another way to filter your Customers list is by name. Click on the Customer A-Z option to open a dropdown list of the alphabet letters. Any letter you choose matches the first letter of the Customer's first name.
Filtering by profile typeBack to top
The Type dropdown menu lets you filter your view to display all profile types or claimed or unclaimed accounts if the Customer Accounts feature is enabled.
A Customer Profile is created when the Customer makes a booking on your system. The Customer Profile becomes claimed once the Customer creates a Customer Account.
This filter lets you see which Customers have taken the step of creating an account.
Learn more about Customer Accounts here:
Searching for CustomersBack to top
The final way to filter your Customers list is to Search Customers by name. You can enter the first or last name. Type in the name, then enter it on your keyboard, and any matching results are displayed.
Locked Booking Statuses
If a new Customer creates a booking in your system and that booking status is not locked, the new customer is added to your Customer Directory.
If you are having issues with missing Customers in your directory, please double-check your booking statuses to ensure they are locked as expected.
The following article in this series looks at accessing and managing Customer Profiles from the Customers Directory.