Customer Accounts: Settings

Prerequisites:

• Customer accounts are 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. 

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.

Customer Account Settings

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Under the Customer Logins field, select the Enabled radio button to enable customer logins and activate the additional setup options, as seen in the image below:  

 

 

 

An email address is now required before a customer account can be claimed. Any new accounts must go through a brief verification process whereby a customer must click on a link in an email before they are able to view the contents of their account.

Once the link has been clicked on by the customer, their account is claimed and they are able to log in.

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 offer this feature, then check the appropriate box(es) and select the number of days from the start date.

For example, you can check the box to allow booking modifications and select a limit of up to 2 days before the booking date.  

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.

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 canceled by the customer. In this case, they must contact you directly to make such changes through the backend.

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. If this is their first visit, then they can simply click on the Create an Account button to proceed.  

< Customer Accounts: Activation     |     Customer Accounts: Creating an Account >