CUSTOMERS
Customers & communication
Customer records, inbox, email setup and reviews.
7 articles · 10 FAQs
- 01 Customers: finding, adding and editing renters Work with your customer database, including types, statuses and profiles.
- 02 Import and export customers Bring customers in from a CSV file or export your list.
- 03 Merge duplicate customers and use tags Combine records that share an email, and label customers with coloured tags.
- 04 The Inbox: customer conversations and notifications Read, assign, tag and reply to customer emails in one shared inbox.
- 05 Email sender, domains and notifications Send email from your own domain and decide where booking notifications go.
- 06 Customer reviews Monitor ratings and respond to renter feedback.
- 07 Booking questions at checkout Ask renters your own questions when they book.
Quick answers
Customers → Import Customers, with a UTF-8 CSV (max 10 MB). name and email are required. phone, address, city, state and zipcode are optional.
Customers → Export.
Customers → Find duplicates lists customers who share an email so you can merge them.
Yes. Create coloured tags in Customers → Manage Tags, then apply them from each customer row.
Open the customer profile. The Activity tab shows emails, quotes, rentals, payments and notes.
Open it in Inbox and click Reply. You can also assign it, tag it, or link it to a customer.
Authenticate your domain in Settings → Email & Domains, then set the Outbound Email Address on that domain.
Your choice: the Fleetsync Inbox, specific email addresses, or both. Set it in Settings → Email & Domains.
Yes. Settings → Booking Questions, with separate lists for instant and request-to-book.
Customers → Reviews shows your average rating, star breakdown and each review.