There are two ways to create a new Customer Account in Checkfront, Customers can create accounts, or Admin or Staff members can create accounts on their behalf.
Learn how Customer accounts are created from Admin or Staff accounts, including setting a password and verifying an account.
New to Customer Accounts? You can read the first article in this series for an introduction to Customer Accounts.
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Manage > User Accounts > Customer Accounts
What more do I need to use this feature?
- Admin permissions or restricted permissions to View customers list or Edit customers
- 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?
- 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 reach out to our Technical Support team for more information.
Discover more product-related help articles here: Products (New).
Creating an account from Admin or Staff accountsBack to top
There may be times when you would like to create a new account for 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.
Setting a password for the Customer accountBack to top
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:
- Access the entry from the Customers list by clicking on the name of the Customer.
- Choose to + Add Password.
- Confirm the Customer email address and update as needed from the Update Email or Password modal.
- 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.
Verifying an AccountBack to top
Once Customer Accounts is enabled, an email address is required before a Customer account can be claimed.
Any new accounts must undergo a brief verification process whereby a Customer must click on a link in an email before they can view the contents of their account.
Once the Customer has clicked on the email link, their account is claimed, and they can 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:
Whenever Customers log 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.
Frequently Asked QuestionsBack to top
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.
< Creating a Customer Account as a Customer | Managing Customer Accounts via Customer Accounts >