A customer's full profile

Opening a customer from the list shows their full record: contact details, how much they've spent, and internal notes your staff can see (but the customer never does).

Where to find it

Customers → click a customer's name

The Overview tab of a customer's profile

How it works

The profile has six tabs: Overview, Bookings, Documents, Payments, Timeline, and Notes.

On the Overview tab:

• Status badge — Active, Archived, or Banned.
• Name, Email, Phone — editable contact fields.
• Address — the pickup or delivery address, with autocomplete.
• Billing Address — kept separate from the rental address.
• Date of Birth — set with a month/day/year picker.
• Bookings — count of this customer's confirmed, active, and completed bookings (cancelled ones aren't counted).
• Lifetime Spend — total actually paid on those bookings, minus any refunds, not counting security deposit holds.
• Avg Order — lifetime spend divided across those bookings.
• Last visit — the most recent past pickup date, or "N/A" if there isn't one yet.
• Tags — labels you create, like "VIP," shown only to staff.
• Notes — a general internal note field on this tab (separate from the dedicated Notes tab, described in Internal notes and photos on a customer).

Click Edit to change any of the contact fields, then save.

Example

A jet ski shop owner opens a customer who has completed five bookings and spent $2,400 total. The Overview tab shows Bookings: 5, Lifetime Spend: $2,400, and an Avg Order of $480 — all calculated for you, nothing to enter.

Good to know

• The other tabs cover: Storing a customer's ID and documents, Saved cards on a customer's account, and Internal notes and photos on a customer.
• Archiving, unarchiving, and deleting a customer are covered in Archiving or deleting a customer record.
• The driver's license number lives in its own section below the tabs — see Viewing a customer's driver's license number.