Customer Directory: Creating a Booking

Prerequisites:

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 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

Related articles