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Customer Directory: Detaching a Booking

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.

 

Products

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).

 

Detach Booking

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If you realize a booking has been added to the wrong customer account or would like to break up a single customer's bookings into separate customer accounts, then you can do so via the Detach button, next to each booking in the customer record.  
 
 
 
 
Customer Bookings Detach

 

 

Once a booking has been detached, a new customer record is created using the same customer name and email address as before. You can update the rest of the customer details as you wish.  

 

 

Customer Detached Booking

 

 

Suggestion

Detaching a booking creates a new duplicate entry in the system. Follow the instructions above to merge the duplicates back together again, if this becomes necessary in the future.

 

 

< Customer Directory: Duplicate Customers     |     Customer Directory: Settings >

 

 

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