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Locate: Manage > User Accounts > Customer Accounts
Prerequisites:
- Your Checkfront account must be enabled for Customer Logins.
- A Customer account must have been created by the Customer or Staff member.
- Your Checkfront account must Allow customer accounts to cancel bookings, see Configuring Customer accounts.
- 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.
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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). |
In this article, we look at how Customers can edit their bookings from their Customer accounts when permitted.
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.
Editing a booking
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If a booking is editable by a Customer, then they see an Edit this booking link appear 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 either edit the items/products currently on the invoice or add new ones to extend their booking.
Adding an item/product from the Booking Items tab
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An item or product can be added to the invoice by clicking on 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 tab
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An item/product on the invoice can be edited by clicking on 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 that they have booked, or remove it from the invoice altogether.
Whichever option they choose, the balance adjusts automatically on the invoice. The Customer can then apply an additional payment or contact you for a refund.
Editing contact details from the Booking Form tab
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In addition to editing the items or products on the invoice, the Customer also has the ability to edit their contact details. They can do this by clicking on the Booking Form tab in the Edit Booking screen.
When finished editing, the Customer selects the blue Save button to save any form changes.
< Cancelling bookings via a Customer account | Managing Customer details >