Learn how Admins manage Customer Accounts profiles from User Accounts, including updating contact information, changing passwords, and viewing associated bookings.
New to Customer Accounts? Read the first article in this series for an introduction to Customer Accounts.
Which plans include this feature?
Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Starter, Growth (Subscription), Growth (Per Booking), Managed
→ Learn more about our new plans or how to change your plan.
Where can I find this feature using the top menu?
Manage > User Accounts > Customer Accounts
What more do I need to use this feature?
- Admin permissions to manage User accounts.
- Your Checkfront account must be enabled for Customer Logins.
- The Customer or Staff member must have created a Customer account.
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
Managing Customer profile from User Accounts
Back to topA 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.
Admins 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.
|
Learn more about the Customer Directory and Customer Profile in the following series: |
< Managing saved payment information via a Customer account