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. |
Convert Profile to Account
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To convert a customer profile into an account, all you have to do is click on the + Add Password button, as shown below.
This opens a pop-up window asking you to confirm the customer's email address. You can change the email address here if you like and the system sends a password reset email to both the old and new email addresses for the customer.
Once the customer clicks on the link in the email they receive, the account setup is complete.
Looking back at your customer list, an icon displays next to each of the profiles that have been converted to an account.
If the customer already has an account, then you are able to reset the password using the same method. This time, the button shows Change Password or Email.
You are able to enter a new password for the customer, as seen in the screenshot below.
Alternatively, you can check the box labelled Send Password Reset Email and the step above is repeated.
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