Creating a Customer account from a Staff-side perspective

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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.

 

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).

 

There are two ways to create a new Customer Account in Checkfront, Customers can create accounts themselves or Staff members can create accounts on their behalf.

In this article, we look at how Customer Accounts are created from the Staff-side perspective.

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.

 

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There may be times when you would like to create a new account on behalf of the Customer.

To do this, navigate to the Customer Accounts tab (Manage > User Accounts > Customer Accounts) and click on the + New button on the top right side of the page.

 

Fill out the required credentials and then click Create to save the profile.

 

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To set a password for the created Customer Account, you need to send an email from the system and have the Customer provide a password:

1. Access the entry from the Customers list by clicking on the name of the Customer.
2. Choose to + Add Password.
3. From the Update Email or Password modal, confirm the Customer email address and update as needed.
4. Click Submit.

A password reset email is sent to the email address attached to the Customer. Once they click on the provided email link, the Customer enters a password and their Customer Account is verified and ready to use.

 

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Once Customer Accounts is enabled, an email address is now required before a Customer account can be claimed.

Any new accounts must go through a brief verification process whereby a Customer must click on a link in an email before they are able to view the contents of their account.

 

Once the email link has been clicked on by the Customer, their account is claimed and they are able to log in.

 

When a Customer wants to log in, they can either click on the Log in link, as described earlier, or you can also point your Customers directly to the Customer Account login modal using a custom URL on your website. To do this, use the URL: https://demo.checkfront.com/reserve/?login=1. Just make sure you replace demo with your own account!

 

Whenever a Customer logs in through an embedded booking portal in your website, they are redirected to the Checkfront /reserve page to complete the process, unless the website is served over HTTPS with an SSL certificate. This is a security requirement.

 

• What happens if a Customer creates a Customer Account after they have booked? Do their existing bookings get associated with the account?

  All bookings previously made under the same email address used to create the Customer Account are automatically attached to the Customer's profile once the account is created.

 

 

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< Creating a Customer account (Customer-side)     |     Managing Customer accounts (Customer-side)

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