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Creating bookings from Customer Profiles via the Customers Directory

Learn how to add new bookings for the Customer from their Customer Profile, including how to edit a Customer record.

New to the Customers Directory? Read the first article in this series for an introduction to the Customers Directory feature.

 

Which plan do you need to use this feature?

✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise  | ✓ Flex |

Where can I find this feature using the top menu?

Customers > Directory > Customer Profile

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.

Products

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 get in touch with our Technical Support team for more information.

Discover more product-related help articles here: Products (New).

 

Adding a new booking

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Add New Booking

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.

 

Learn More

Learn more about creating a Staff-side booking here:

 

Editing a Customer profile

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Edit Information

Editing the Customer record is easy. Type directly into the field you need to update or change the values of the drop-down menus. Be sure to Save your changes!

 

Note

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.

Similarly, editing a Customer's information within a booking does not update the Customer Profile automatically. Instead, Customer information changes require the Customer Profile to be updated manually.

 

Note

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 >

 

 

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