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Archiving Customer Profiles via the Customers Directory

Learn how to archive a Customer Profile, which hides it from active view.

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?

Legacy:  Soho, Pro, Plus, Enterprise, Flex
New:  Growth (Subscription), Growth (Online Booking Fee), Managed
→ Learn more about our new plans or how to change your plan.


Where can I find this feature using the top menu?

Customers > Directory > Customer Profile

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

 

Archiving a Customer Record

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Customer Profile Archive

Find the Customer you need to archive within the Customers Directory and open their Customer Profile. Click the Archive button at the top-right of the Customer Profile page to archive the Customer record and profile.

 

Note

Archiving the Customer record does not delete previous bookings from the system.

 

Click the Activate button to return the Customer record to its previous, unarchived state.

 

Note

Blocking a Customer from booking automatically unarchives an archived Customer record.

Learn more about blocking a Customer with the Blocklist feature here:

 

In the next article within this series, we look at how to redact personal information when the Customer requests you to meet privacy regulations.

 

 

< Blocking Customers based on email addresses   |    Redacting Customer Profiles >

 

 

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