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Attaching related bookings to Customer Profiles via the Customers Directory

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 plan do you need to use this feature?

✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise  | ✓ Flex |

Where can I find this feature using the top menu?

Customers > Directory

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.

Products

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 get in touch with our Technical Support team for more information.

Discover more product-related help articles here: Products (New).

 

Reconciling related bookings

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Related Bookings

Occasionally, 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. 

 

Attach Bookings

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. 

 

In the next article in this series, we look at how to detach bookings from Customer Profiles.

 

 

< Redacting Customer Profiles     |     Detaching bookings from Customer Profiles >

 

 

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