New to Customer Accounts? 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?
- Your Checkfront account must be enabled for Customer Logins.
- The Customer or Staff member must have created a Customer account.
- Your Checkfront account must Allow customer accounts to cancel bookings, see Configuring Customer accounts.
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
Editing bookings from Customer accountsBack to top
If a booking is editable by a Customer, they see an Edit this booking link appears at the top right of the invoice.
Clicking on this link brings the Customer to the Edit Booking screen with two tabs - Booking Items and Booking Form.
Under the first tab, Booking Items, the Customer can edit the items/products currently on the invoice or add new ones to extend their booking.
Adding an item/product from the Booking Items tabBack to top
An item or product can be added to the invoice by clicking the + Add Item button at the top right.
From the pop-up window, it's as simple as selecting a category or item/product, the start/end date, and relevant booking parameters.
When ready, the Customer clicks Save to add the new item or product to their invoice.
The invoice total is updated, and a new balance is available for payment.
Editing an item/product from the Booking Items tabBack to top
An item/product on the invoice can be edited by clicking the Edit Item button to its right.
Editing an item/product is similar to adding a new one.
The Customer can change the item or product they have booked or remove it from the invoice.
Whichever option they choose, the balance adjusts automatically on the invoice. The Customer can apply an additional payment or contact you for a refund.
Editing contact details from the Booking Form tabBack to top
In addition to editing the items or products on the invoice, the Customer also can edit their contact details. They can do this by clicking on the Booking Form tab in the Edit Booking screen.
After editing, the Customer selects the blue Save button to save any form changes.