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Locate: Manage > User Accounts > Customer Accounts
Prerequisites:
- Admin permissions to manage accounts.
- The Customer Accounts 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). |
In this article, we look at the available settings for Customer Accounts once Customer logins are enabled.
New to Customer Accounts and how they function? Be sure to read the first article in this series for an introduction!
Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the full capabilities of the Customer Accounts feature.
The amount of flexibility you provide your Customers when it comes to modifying a booking is completely up to you. You can allow them to modify a booking or even go ahead and cancel it.
If you'd like to allow Customers to perform either of these functions, then check the appropriate box(es) and select the number of days before the start date these actions would be permitted.
For example, you can check the box to allow booking modifications and select a limit of up to 2 days before the booking date.
Showing "PRE" status bookings
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When a booking is incomplete, possibly abandoned by the Customer, it sits with the status PRE.
This means it is a pre-booking. If you wish to show pre-bookings in Customer accounts, then check this option.
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Learn more about booking statuses here: |
Preventing booking modifications by status
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In addition to a time-based period, booking modifications can also be limited to status.
From the dropdown menu, check off the statuses that prevent a booking from being modified.
For example, if you check PAID, then any bookings with that status are not able to be modified or cancelled by the Customer. In this case, they must contact you directly to make such changes through the backend.
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Learn more about booking statuses here: |
Requiring the use of Customer accounts
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Finally, you have the option to require Customers to use a Customer Account when making a booking.
With this option checked, the Customer is asked to log in upon arriving at the booking page. Customers visiting your booking page are unable to book without signing into a Customer Account.
If this is their first visit, then they can simply click on the Create an account button to proceed.
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< Introduction to Customer Accounts | Creating a Customer account (Customer-side) >