New to the Customers Directory? Read the first article in this series for an introduction to the Customers Directory feature.
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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.
New to Checkfront - Products ✨
Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront.
Discover more product-related help articles here: Products (New).
Adding a new bookingBack to top
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 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 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 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.