- 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.
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).
Creating a New BookingBack to top
Editing a Customer RecordBack to top
Editing the Customer record is also very easy. Simply click on the blue pen icon next to the field you wish to edit. This puts that field into edit mode. Make your changes and then click on the checkmark.
Editing the Customer record 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.
It's not currently possible to add a Staff note to a Customer record. Staff notes may, however, be added to a Customer's invoice on a per booking basis.