Help Center / Customer Management
Customer Management
Manage customer information and history
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Managing Customers - Customer Information Overview
Manage customer information in RecSystems. Access booking history, view customer details, and provide personalized service.
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Customer Profiles - View Booking History & Details
View customer profiles in RecSystems. See booking history, customer details, and rental patterns for better service.
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Customer Notes & Tags - Document Preferences
Add notes and tags to track customer preferences in RecSystems. Document special requests, important information, and build better relationships.
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Importing Customer Data - Bring History With You
Import customers as part of a booking CSV migration. RecSystems is booking-centric — names, emails, and phones arrive with the reservations, not a separate CRM dump.