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.
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Customers > Directory
What prerequisites are there?
- Admin permissions or restricted permissions to View Customer List and Edit Customers.
Which Checkfront version supports this feature - classic, new, or both?
- The Customers 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). |
Detaching bookings
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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 own Customer Profile.
In the next article within this series, we look at accessing Customer Settings from the Customer Directory.
< Reconciling related bookings | Accessing Customer Settings >