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.
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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. |
Duplicate Customers
Back to topFrom time to time, customers may rebook with you under a different name or a variation of their name. They may, however, use the same email address. In such a case, the system recognizes a potential duplicate customer and displays a Duplicate Entry link in the customer record.
Click on that link to reveal the potential duplicate. Check the box next to any records that you believe to be a duplicate and click Merge Into Current Profile. The two records (or more) are then merged together into one.
< Customer Directory: Redacting a Record | Customer Directory: Detaching a Booking >