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.
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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). |
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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