Customer records

Covers archiving or deleting a customer record, storing a customer's ID and documents, viewing a customer's driver's license number, finding.

• Archiving or deleting a customer recordArchiving hides a customer but keeps their history; deleting permanently removes them and only works if they have no bookings or payments.
• Storing a customer's ID and documentsUpload a customer's license, ID, passport, insurance, or waiver, and see which ones Stripe has verified.
• Viewing a customer's driver's license numberThe license number is masked by default; owners and managers can reveal the full number.
• Finding and sorting customersSearch your customer list by name, filter by tag, and sort by spend, bookings, or last visit.
• Internal notes and photos on a customerStaff-only notes and reference photos attached to a customer, kept separate from formal documents.
• A customer's full profileContact info, lifetime spend, booking count, and internal tags and notes, all on one page.
• Customer records: common questionsQuick answers on finding, adding, editing, tagging, archiving and deleting customers, what the profile tabs show, saved cards, documents, notes, driver's license numbers and exporting your customer list.
• Saved cards on a customer's accountCards saved on a customer's account, which one is marked Default, how to add one, and why a card cannot be removed.
• Emailing one customer directlySend a one-off email to a customer from their profile, with a preview of exactly what will be delivered.
• Insurance - does Renta sell it, and how do I collect proof of insurance?Renta does not sell or manage insurance policies. You can ask customers to upload proof of their own insurance at checkout, store it on their record, and offer a paid add-on such as a damage waiver.