Customer Management
Managing Customers - Customer Information Overview
RecSystems tracks customer information through bookings. Search for customers by name, email, or phone to view their booking history and details.
Good customer service starts with knowing your customers. RecSystems helps you track customer information, view booking history, and provide personalized experiences.
How Customer Data Works
RecSystems uses a booking-centric approach: - Customer info is captured at checkout - Data is stored with each booking - No customer accounts required - Search bookings to find customers
Finding Customers
Search for customers by: - Name (first or last name) - Email address - Phone number - Confirmation number
Performing a Search
- Go to Bookings → Your Bookings or Cart Orders in the navbar
- Use the search bar
- Enter name, email, or phone
- Results show matching bookings
Customer Information Collected
Standard fields captured at checkout:
| Field | Purpose |
|---|---|
| First Name | Customer identification |
| Last Name | Customer identification |
| Communication and receipts | |
| Phone | Contact and reminders |
| Address | Billing and delivery |
| Emergency Contact | Safety requirements |
Viewing Customer History
Through Booking Search
- Search by customer email or phone
- Results show all their bookings
- See dates, units rented, amounts
- Click any booking for details
Repeat Customers
When creating a booking: 1. Enter email or phone 2. System finds matches 3. Shows previous booking count 4. Auto-fills their information
What's Next
Learn more about: - Customer Profiles: Detailed customer views - Customer Notes: Adding notes and tags - Importing Customers: Bulk customer import
---
Related Articles: - Customer Profiles - Customer Notes
Need more? Search the live help desk or email wecare@recsystems.com.