Creating Customer accounts as a Customer

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

Learn how Customer accounts are created from the Customer perspective, including creating an account from the booking page using email or Google single sign-on and verifying the account.

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

Which plans include this feature?

Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Starter, Growth, Managed | Learn more about our new plans or how to change your plan.

Where can I find this feature using the top menu?

Manage > User Accounts > Customer Accounts

What more do I need to use this feature?

Your Checkfront account must be enabled for Customer Logins.

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

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 ✨

With our newest version of Checkfront, we have added Products (Inventory > Products) as the successor to items (Inventory > Items).

Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information.

Creating accounts from the booking page

Customer Account Create

In the previous step, we looked at how Customers can be required to create their account before 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 accounts using email

Customer Account New Form

First, the Customer must enter basic information 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. Using random letters, numbers, and symbols generates a higher score.

Creating accounts 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, creating an account.

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 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 undergo a brief verification process whereby a Customer must click on a link in a verification email before they can view the contents of their account.

Customer Account Verify Success

Once the Customer has clicked the link in the email, their account is claimed, and they can 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. Ensure that you replace the demo with your account!

Whenever Customers log 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 for Admins | Creating Customer accounts via Admin or Staff accounts >

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