Customer Directory: Creating a Booking

Prerequisites:

The Custom Directory is available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
Interested in using the Customer Directory with products (Inventory > Products)? Your account must be a member of our Early Access Program.

Early Access Program

To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team.

Find our complete set of help articles related to the Early Access Program here: Early Access Program.

Creating a New Booking

From the Customer record screen, you can also 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.

Editing a Customer Record

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.

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

< Customer Directory: Convert Profile to Account | Customer Directory: Archiving a Record >

Articles in this section

Creating a New Booking

Editing a Customer Record

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