Managing Customer accounts via Customer accounts

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Learn how Customer accounts are managed from Customer accounts, including managing bookings.

New to Customer Accounts? You can read the first article in this series for an introduction to Customer Accounts.

 

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Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Profile > My Account > Bookings
  
  

What more do I need to use this feature?

• Your Checkfront account must be enabled for Customer Logins.
• The Customer or Staff member must have created a Customer account.
  
  

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available in both our classic items version using classic items (Inventory > Items) and our classic products version using classic products (Inventory > Products).  → Learn more about products

 

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Customer Account profiles can be managed and maintained by the Customer or a Staff member in your organization.

Customers can manage their profiles by visiting your booking page, clicking the Log in link in the top right corner, and entering their account credentials.

Once the Customer has logged into the account, their name replaces the Log in link. Clicking on the name link brings the Customer to their My Account area.

The Customer Account profile is divided into three sections - Bookings, Account, and Saved Information.

With the following articles in this series, we cover the functionality within each tab in further detail, starting with the Bookings tab below.

• Managing bookings from Customer accounts 
• Cancelling bookings via Customer accounts
• Modifying bookings via Customer accounts
• Managing Customer details via Customer accounts
• Managing saved payment information via Customer accounts

 

Managing bookings from Customer accounts

The Bookings tab provides a list view of all the bookings associated with the Customer. Clicking the Booking Code for a record opens up that invoice to view the associated Booking Invoice.

If you have opted to allow booking modifications and/or cancellations and the current date is not outside the limits you configured, then additional links are visible to give access to these features.

 

In the following article, we look at cancelling bookings from the Customer account in more detail.

 

 

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< Creating Customer accounts as a Customer    |     Cancelling bookings via Customer accounts >

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