Help Center / Customer Management

Customer Management

Manage customer information and history

• Managing Customers - Customer Information Overview

  Manage customer information in RecSystems. Access booking history, view customer details, and provide personalized service.

• Customer Profiles - View Booking History & Details

  View customer profiles in RecSystems. See booking history, customer details, and rental patterns for better service.

• Customer Notes & Tags - Document Preferences

  Add notes and tags to track customer preferences in RecSystems. Document special requests, important information, and build better relationships.

• Importing Customer Data - Bring History With You

  Import customers as part of a booking CSV migration. RecSystems is booking-centric — names, emails, and phones arrive with the reservations, not a separate CRM dump.