Learn how to detach bookings from Customer Profiles, where bookings may have been associated with a Customer Profile in error, or there is the need to create separate Customer Profiles.
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
Detaching bookingsBack to top
Has a booking been added to the wrong Customer account, or would you 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 within the Customer Profile.
Once a booking has been detached, the booking is listed under Related Bookings. Any bookings with unique email addresses are also listed in the Customers Directory associated with their Customer Profile.
In the next article within this series, we look at accessing Customer Settings from the Customer Directory.