Prerequisites:
- The Customer Directory 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.
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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). |
Customer Details
Back to topClicking on a customer's name in your report opens up their personal details on a new screen. From here, you can view all bookings associated with that customer. If a different email address is used, then a separate customer record is created.
To view a booking in more detail, simply click on it to open up the invoice view.
< Customer Directory: Sorting Filters | Customer Directory: Convert Profile to Account >