Skip to main content

Managing Customers - Customer Information Overview

4 min read Beginner For Owner, Manager, Staff Updated about 2 months ago
Quick Answer
RecSystems tracks customer information through bookings. Search for customers by name, email, or phone to view their booking history and details.

Managing Customers

Good customer service starts with knowing your customers. RecSystems helps you track customer information, view booking history, and provide personalized experiences.

How Customer Data Works

RecSystems uses a booking-centric approach:

  • Customer info is captured at checkout
  • Data is stored with each booking
  • No customer accounts required
  • Search bookings to find customers

Finding Customers

Search for customers by:

  • Name (first or last name)
  • Email address
  • Phone number
  • Confirmation number
  1. Go to Bookings → Your Bookings or Cart Orders in the navbar
  2. Use the search bar
  3. Enter name, email, or phone
  4. Results show matching bookings

Customer Information Collected

Standard fields captured at checkout:

Field Purpose
First Name Customer identification
Last Name Customer identification
Email Communication and receipts
Phone Contact and reminders
Address Billing and delivery
Emergency Contact Safety requirements

Viewing Customer History

  1. Search by customer email or phone
  2. Results show all their bookings
  3. See dates, units rented, amounts
  4. Click any booking for details

Repeat Customers

When creating a booking:

  1. Enter email or phone
  2. System finds matches
  3. Shows previous booking count
  4. Auto-fills their information

What's Next

Learn more about:

  • Customer Profiles: Detailed customer views
  • Customer Notes: Adding notes and tags
  • Importing Customers: Bulk customer import

Related Articles:

Frequently Asked Questions

How do I find customer information?
Search for the customer by name, email, or phone in your dashboard. Results show all their bookings.
Do customers have accounts?
Customers do not need to create accounts to book. Their information is captured during checkout.
How do I see booking history?
Search for the customer by email or phone and you will see all their past bookings.