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Locate: Customers > Directory > Customer Profile
Prerequisites:
- Admin permissions or restricted permissions to View Customer List and Edit Customers.
- 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). |
In this article, we look at how to add new bookings for the Customer from their Customer Profile.
New to the Customers Directory and Customer Profiles? Be sure to read the first article in this series for an introduction!
Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the full capabilities of the Customers Directory and Customer Profile features.
Creating a New Booking
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From the Customer Profile, you can create a new booking using the Customer's previously entered information. To create a new booking, click on the + New Booking button in the left sidebar.
This opens the Customer Booking Page with a new booking started for the Customer in focus. The Staff member can then complete the booking on behalf of the Customer. Once complete, the booking is listed within the Booking section of the Customer's profile.
Editing a Customer Profile
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Editing the Customer record is easy. Simply type directly into the field you need to update or change the values of the drop-down menus. Be sure to Save your changes!
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Editing the Customer Profile does not update previous bookings by that Customer. The address entered for a previous booking remains the same unless you pull up that invoice and edit it manually. |
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It's not currently possible to add a Staff note to a Customer Profile. Staff notes may, however, be added to a Customer's invoice on a per booking basis. |
In the next article within this series, we look at how to archive a Customer Profile.
< Managing Customer Profiles | Archiving Customer Profiles >