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Managing Customers

The Customers section gives you a full view of your customer base and lets you manage individual customer accounts.

Customers dashboard​

The main customers page shows an overview of your customer base including:

  • Total number of customers
  • Number of active rentals
  • Total revenue
  • Average customer value

Searching and filtering​

The search bar is context sensitive — you can search by:

  • Customer name
  • Phone number
  • Company name

Results update automatically as you type.

Customising the customer list​

Click Columns to add or remove columns from the customer list view. Available columns include company name, tax exempt status, and more. You can also filter and sort by any column — for example, filtering to show only tax exempt customers.

Each customer row shows a preview of their email address, phone number, total spend, number of orders, and date of most recent order.

Customer profile​

Click on any customer to open their full profile. The profile page shows:

Customer details card​

  • Full name and company (if applicable)
  • Account status (active/inactive)
  • Tax exempt status
  • Email address and phone number
  • Sign up date

Overview card​

  • Total spend
  • Number of orders
  • Active rentals

Order history​

The right hand side shows a full list of the customer's orders, including:

  • Order number
  • Date
  • Rental start and end dates
  • Booking status
  • Order amount

Click on any order to open the full order details page.

Adding an order​

Click Add Order from within the customer profile to create a new booking directly for that customer.

Customer documents​

Click the Documents tab (next to Orders) to view all documents the customer has uploaded. This is where tax exemption certificates are stored.

To upload a document:

  1. Click Upload
  2. Select the document file
  3. Set an expiration date if applicable
  4. Confirm the upload

Editing customer information​

Click the pencil icon on the customer profile to edit their details, including name, email, phone number, and company association.

Tax exempt status​

To make a customer tax exempt:

  1. Upload their tax exemption certificate in the Documents tab
  2. Click the pencil icon to edit the customer
  3. Check the Tax Exempt box
  4. Click Save Changes

Once saved, all future orders for that customer will have tax removed automatically. Tax exempt status does not apply retrospectively to existing orders.

warning

Tax exempt status only applies to new orders placed after the setting has been saved. It will not affect any previous orders.

Automatic discount​

You can set a permanent percentage discount for preferred customers. Once set, the discount is automatically applied to all their bookings as long as they are signed in with their account.

To set an automatic discount:

  1. Click the pencil icon to edit the customer
  2. Enter the discount percentage in the Automatic Discount field
  3. Click Save Changes