Customer Accounts: Profile Management by Organization

Prerequisites:

• Customer Accounts are available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
• Interested in using the Customer Directory with products (Inventory > Products)? Your account must be a member of our Early Access Program. 

Early Access Program To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program.

Profile Management By Organization

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A customer account can also be managed by the organization at Manage > User Accounts > Customer Accounts  

 

 

 

 

Click on the customer name to open their account details.

Staff members can change the display name for the customer, as well as their email address and password. It's also possible to see a list of bookings associated with a particular customer by clicking on the Customer's Bookings button in the left sidebar.

< Customer Accounts: Account Tab