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.
New to Customer Accounts? You can read the first article in this series for an introduction to Customer Accounts.
Which plans include this feature?
Where can I find this feature using the top menu?
Manage > User Accounts > Customer Accounts
What more do I need to use this feature?
Which Checkfront version supports this feature - classic, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Creating accounts from the booking pageBack to top
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 emailBack to top
First, the Customer must enter basic information to create their account, including their first and last name, email address, and 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-onBack to top
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?Back to top
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 createdBack to top
Once the Customer Accounts setting is enabled, email verification is required before a Customer account can be claimed.
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.
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:
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 QuestionsBack to top
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.