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Locate: Manage > User Accounts > Customer Accounts
Prerequisites:
- Admin permissions to manage user accounts.
- Your Checkfront account must be enabled for Customer Logins.
- A Customer account must have been created by the Customer or Staff member.
- 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 Customer Accounts profiles are managed Staff-side including how to update contact information, change passwords, and view associated bookings.
New to Customer Accounts and how they function? Be sure to read the first article in this series for an introduction!
Creating a Customer account for the first time? Please see the article Creating a Customer account from an Admin perspective.
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.
Managing a Customer profile from User Accounts
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A claimed Customer Account can be accessed by the organization through the Customer Accounts tab (Manage > User Accounts > Customer Accounts). This option opens the Customers Directory in a new tab.
By default, the Customers Directory is filtered for Claimed accounts, where the Customer has verified that they have access to the email address associated with the account. The view can also be filtered to show the Unclaimed accounts.
Click on the Customer's name to open their account profile in the Customer Directory.
Staff members can update Customer Profile information including the email address, phone number, mailing address, and password of the Customer.
It's also possible to see a list of bookings associated with a particular Customer by viewing the Bookings section of the Customer Profile page.
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Learn more about the Customer Directory and Customer Profile in the following series: |
< Managing saved payment information via a Customer account