Creating a Customer account from a Customer perspective

Your Checkfront account must be enabled for Customer Logins.
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.

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).

There are two ways to create a new Customer Account in Checkfront, Customers can create accounts themselves or Staff members can create accounts on their behalf.

In this article, we look at how Customer accounts are created from the Customer perspective.

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.

Creating an account from the booking page

Customer Account Create

In the previous step, we looked at how a Customer can be required to create their own account prior to making their first booking with your business.

If you don't have this requirement in place, then a Customer can optionally create a new account for themselves by clicking on the Log in link from the booking page and then Create an account from the resulting pop-up window.

- Creating an account using email

Customer Account New Form

First, the Customer needs to enter some basic information in order to create their account, including their first and last name, email address, and password.

Customer Account Create Password

Next, the Customer must provide and confirm the account password before clicking Submit.

As a password is entered into the New Password field, a strength indicator tool appears to grade the quality of the password. The password must receive a rating of 50 or more to be accepted. A higher score is generated by the use of random letters, numbers, and symbols.

- Creating an account using Google single sign-on

Alternatively, the Customer can sign in using their Google account via the button provided in the login window.

Once logged in, Checkfront pulls in the Customer's name from Google and an account is created.

- What happens once the account is created?

Once the account is created, an email notification is sent to the Customer to verify the associated email address. Learn more below.

Any bookings associated with the email address are attached to the Customer's Checkfront account

The account is now listed Staff-side within the list of other Customer Accounts on the feature home screen.

Verifying an account once created

Customer Account Verify

Once the Customer Accounts setting is enabled, email verification is required before a Customer account can be claimed.

Verify Email

Any new accounts must go through a brief verification process whereby a Customer must click on a link in a verification email before they are able to view the contents of their account.

Customer Account Verify Success

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

When a Customer wants to log in, they can either click on the Log in link, as described earlier, or you can also point your Customers directly to the Customer Account login modal using a custom URL on your website.

To do this, use the URL: https://demo.checkfront.com/reserve/?login=1. Just make sure you replace demo with your own account!

Whenever a Customer logs in through an embedded booking portal in your website, they are redirected to the Checkfront /reserve page to complete the process, unless the website is served over HTTPS with an SSL certificate. This is a security requirement.

Frequently Asked Questions

What happens if a Customer creates a Customer Account after they have booked? Do their existing bookings get associated with the account?

All bookings previously made under the same email address used to create the Customer Account are automatically attached to the Customer's profile once the account is created.

< Configuring Customer account settings | Creating a Customer account (Staff-side) >

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