Prerequisites:
- The Custom Directory is available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
- Interested in using the Customer Directory with products (Inventory > Products)? Your account must be a member of our Early Access Program.
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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. |
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 >