Customer card

The customer card is where all customer information is stored.

It opens when you:

— click Add customer

— or double-click a customer in the general list

The card includes two tabs:

• Profile overwiew

• Booking history

 

This tab is divided into two blocks:

• Profile overview

• Documents

At the top of the card, you’ll see the customer’s booking statistics:

• Total amount of bookings

• Total rental days

• Number of completed bookings

Below that is the customer information form, which includes:

• First and last name

• Email

• Date of birth

• Phone numbers and messengers

• Registration date — filled in automatically when the customer profile is created

• EID number

• Passport series and number

• Driver’s license number

• Driver’s license expiry date

All completed customer details are automatically linked to their bookings.

In the Documents block, you can upload the files required when adding a customer.

By default, the system already includes forms for the driver’s license and passport — you only need to attach the actual files.

How to add a document:

1. Click the three dots next to the desired form

2. Select Add

3. Upload the file and click Save

If the required document type is missing, there are two options:

— add a new document type to the general package in Booking settings. It will then appear in all future forms.

— upload a document only for this specific customer: click Add in the Documents block, enter the document name, and save it.

This tab displays the entire rental history for a specific customer.

You can:

— view all of the customer’s bookings

— check booking statuses, dates, and pick-up/drop-off locations

— see which employee created each booking

— find a specific booking using filters or the search bar

If you need to remove a customer from the database:

1. In the customer card, click the three dots

2. Select Delete customer

3. Confirm the deletion — the customer will be removed from the database