Customer Profiles#

Understanding your customers helps you provide better service. Access customer information, view their booking history, and learn their preferences through their rental records.

Viewing Customer Information#

Finding a Customer#

1. Go to Dashboard → Bookings or Carts
2. Search by email, phone, or name
3. View results showing their bookings
4. Click any booking for full details

Customer Details in Booking#

Each booking shows:

Personal Information:

• Name (first and last)
• Email address
• Phone number
• Emergency contact

Address Information:

• Billing address
• Delivery address (if applicable)

Rental Information:

• What they booked
• Dates and times
• Add-ons selected
• Special requests

Booking History#

Viewing Past Bookings#

Search by customer email or phone to see all their bookings:

Results Show:
| Date | Rental | Status | Amount |
|------|--------|--------|--------|
| Jan 15, 2026 | 24ft Pontoon | Completed | $375.00 |
| Jul 4, 2025 | 22ft Pontoon | Completed | $425.00 |
| May 28, 2025 | Jet Ski (2) | Completed | $300.00 |

Understanding History#

Look for patterns:

• Frequency — How often they book
• Preferences — What they typically rent
• Timing — When they usually come
• Spending — Average booking value

Customer Insights#

Loyal Customers#

Identify your best customers:

• Multiple bookings
• High total spending
• Regular visitors

Use this for:

• Personalized greetings
• Special treatment
• Loyalty rewards

Preferences#

Note what customers prefer:

• Favorite equipment types
• Usual rental duration
• Common add-ons
• Preferred locations

Updating Customer Information#

Editing Customer Data#

To update information:

1. Open the booking
2. Edit customer fields
3. Save changes

Changes apply to that specific booking.

For Future Bookings#

When customer books again:

• Previous info may auto-fill
• They can update at checkout
• Latest booking has latest info

Using Customer Data#

At Booking Time#

When customer calls:

1. Search by phone
2. See their history
3. Greet them by name
4. Know their preferences

At Check-In#

When customer arrives:

1. Pull up their booking
2. See their notes/requests
3. Know their experience level
4. Provide personalized service

For Marketing#

Use customer history to:

• Target past customers
• Send relevant promotions
• Re-engage inactive customers
• Thank loyal customers

Privacy Considerations#

Handling Customer Data#

• Only access data when needed
• Don't share customer information
• Follow your privacy policy
• Respect customer requests

Customer Data Requests#

If customers ask:

• Show them their data (booking history)
• Update incorrect information
• Follow data deletion policies

Best Practices#

Building Relationships#

• Remember repeat customers
• Note preferences
• Provide consistent service
• Follow up on issues

Using History Effectively#

• Reference past rentals positively
• Suggest based on preferences
• Anticipate needs
• Personalize recommendations

Maintaining Records#

• Keep notes on bookings
• Update information when learned
• Document special circumstances
• Track important preferences

Related Articles:

• Managing Customers
• Customer Notes & Tags
• Booking Basics