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.
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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). |
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 >