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 plans include this feature?
Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Starter, Growth, Managed | Learn more about our new plans or how to change your plan.
Where can I find this feature using the top menu?
Customers > Directory > Customer Profile
What prerequisites are there?
Admin 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.
New to Checkfront - Products ✨
With our newest version of Checkfront, we have added Products (Inventory > Products) as the successor to items (Inventory > Items).
Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information.
Adding new bookingsBack to top
From the Customer Profile, you can create a new booking using the Customer's previously entered information. Click the + New Booking button in the left sidebar to create a new booking.
This opens the Customer Booking Page with a new booking started for the Customer in focus. The Staff member can then complete the booking for the Customer. Once complete, the booking is listed within the Booking section of the Customer's profile.
Learn more about creating a Staff-side booking here:
Editing a Customer profileBack to top
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!
Editing the Customer Profile does not update previous bookings by that Customer. The address entered for a prior booking remains the same unless you pull up that invoice and edit it manually.
Adding a Staff note to a Customer Profile is not currently possible. Staff notes may, however, be added to a Customer's invoice on a per-booking basis.
The following article within this series looks at how to archive a Customer Profile.
< Managing Customer Profiles | Archiving Customer Profiles >