The Customers page is a searchable, paginated database of every renter who has interacted with your business. View a customer's full rental history, manage their contact information, track their financial standing, and access documents like signed waivers -- all from a single profile.
Customer table
The main view displays all customers in a sortable table with server-side pagination and search.
Columns
| Column | Description |
|---|---|
| Avatar | Initials-based avatar with a color based on status |
| Name | Full name (first and last), clickable to open the customer profile |
| Email address | |
| Phone | Phone number |
| Status | Current customer status displayed as a colored indicator |
| Total Spend | Lifetime revenue from this customer |
| Bookings | Total number of bookings |
| Last Booking | Date of the most recent reservation |
| Risk Score | Computed risk score (color-coded: green under 30, yellow 30-70, red above 70) |
| Balance | Outstanding account balance from the ledger (debit and credit) |
| Actions | Menu with View, Delete, and other options |
Search
Type in the search bar to find customers by name, email, phone number, or any text field. Search is debounced (waits for you to stop typing before querying) and runs server-side, so it works across all customers regardless of pagination.
Status filter
Use the status dropdown to filter the table by customer standing:
| Status | Description |
|---|---|
| All | Show all customers |
| New | Recently added, no completed bookings yet |
| Good | Customer in good standing |
| VIP | High-value or frequent customer |
| Warning | Flagged for attention (e.g., past incidents) |
| Owing | Has an outstanding balance |
| Banned | Blocked from making new bookings |
Sorting
Click any column header to sort ascending or descending. The sort is applied server-side for accurate ordering across all pages.
Pagination
Navigate between pages using the pagination controls at the bottom. The table displays 20 customers per page. The total customer count and filtered count are displayed above the table.
Adding a customer
- Click the Add Customer button (person-plus icon) in the page header.
- Choose an account creation mode:
- Basic -- Enter first name, last name, email, and phone number only
- Full -- Enter all details including address, date of birth, ID type, ID number, and expiry date
- Fill in the required fields and click Add Renter.
License scanning
In Full mode, you can use the built-in license scanner to capture a driver's license via your device camera. The scan auto-populates the customer's name, address, date of birth, ID number, and expiry date, saving significant time during check-in.
Customer profile
Click any customer row to open their full profile page. The profile is organized into sections:
Contact information
Displays and allows editing of:
- First name, last name, email, phone number, address, and date of birth
- Profile photo (can be uploaded)
- Customer status (changeable via dropdown)
- Customer group assignment (Gas, VIP, Staff, Military, Seniors, or No Group)
Financial overview
| Field | Description |
|---|---|
| Total Spend | Lifetime revenue from this customer |
| Outstanding Balance | Current amount owed, clickable to view the full ledger breakdown |
| Store Credit | Toggle to enable/disable store credit, with an adjustable credit amount |
| First Booked | Date of the customer's first reservation |
Booking history
Paginated list of all reservations associated with this customer, including rental date, inventory name, status, and total amount. Each booking links to its detail page.
POS purchases
Separate paginated list of point-of-sale transactions (retail, food, etc.) that are not rental bookings.
Notes
Add internal notes to a customer's profile. Notes are visible only to staff and include timestamps. Notes are paginated with 5 per page. You can also upload files (photos, documents) that are attached as notes with clickable links.
Waivers
View all signed waivers for this customer, with pagination. Each waiver entry shows the signing date and can be opened for review.
ID verification
View the customer's ID verification status, including license scans and face comparison results if configured.
Memberships
If the customer has an active membership, their membership details and loyalty badge are displayed.
Slip reservations
For marina operations, shows any active slip reservations associated with this customer.
Dependants
View and manage dependants linked to this customer account.
Saved payment methods
View the customer's saved payment methods on file (stored in Stripe).
Customer status management
From the customer profile, you can change their status using the status dropdown:
| Status | Color | Effect |
|---|---|---|
| Good | Green | Standard customer in good standing |
| VIP | Purple | High-value customer; may receive special pricing via customer groups |
| Warning | Orange | Flagged for staff attention |
| Owing | Red | Has outstanding balance |
| Banned | Dark red | Blocked from booking. A ban confirmation dialog appears before applying. |
Exporting customers
Click the Export button in the table header to download customer data. Choose between:
- CSV -- Spreadsheet-compatible format
- JSON -- Structured data format
The export respects your current search and filter settings, so you can export a targeted subset of customers. The downloaded file is timestamped and includes any active filter in the filename.
The customer table includes financial accounting data by default, showing each customer's debit, credit, and net balance. Use the status filter to quickly find customers who owe money by selecting Owing.
Duplicate management
A separate Duplicate Manager page is available for identifying and merging duplicate customer records. Duplicates are typically caused by customers booking with different email addresses. Merging combines all booking history, notes, and financial data into a single profile.
Deleting a customer is permanent. Customers with existing booking history should be set to Banned status rather than deleted, to preserve their rental records and financial history.