Learn how to attach related bookings to the Customer Profile to help reconcile duplicate Customer Profiles.
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 (Subscription), Growth (Per Booking), 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
What more do I need to use this feature?
-
Admin or restricted permissions to View Customer List and Edit Customers.
Which Checkfront version supports this feature - classic, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Reconciling related bookings
Back to topOccasionally, Customers may re-book with you using slightly different personal information. For example, they might use a different name, phone number, email address, or street address. This could happen for various reasons, including because they have moved or changed their email address since they last booked.
To reconcile bookings with Customer Profiles, the system automatically identifies potentially related bookings within the list of Related Bookings for the Customer Profile.
To review a Customer's related bookings, expand the Related Booking section to see the list of bookings.
Click Attach next to the booking you need to associate with the Customer Profile in focus.
Once you have attached all the related bookings to the correct Customer Profile, you can archive any duplicate Customer Profiles.
The following article in this series looks at detaching bookings from Customer Profiles.
< Redacting Customer Profiles | Detaching bookings from Customer Profiles >