Customers: finding, adding and editing renters

Go to Customers → Customers.

Filters

• Type: Prospect, Active or Inactive
• Status: Pending, Confirmed or In Progress
• Region and Search (name or email). Click Apply Filters.

The table shows contact info, type and status, tags, location, number of rentals, total paid and region. Row actions let you view, edit, tag or delete a customer.

Add a customer

Click New Customer. You can also add one while building a quote. Fields: Full Name and Email (required), country code, phone and address.

Customer profile

Click a name to open the profile:

• Personal Information: ID, email, joined date
• Rental Statistics: total rentals, total spent, average per rental, last rental
• Activity: a timeline of emails, quotes, rentals, payments and notes, with filters for each
• Rentals: every booking for this customer
• Notes: internal notes

Click Edit Customer to update details, then Update Customer.