Modules
Customers
Manage your customer database with contact details and history.
Customers
Overview
The Customers module stores all your client information. Every booking and invoice links back to a customer record, giving you a complete service history per client.
Key Concepts
- Display Name — The primary name shown throughout the UI. Can be a person or business name.
- Contact Details — Email, phone, and address fields for communication and invoicing.
- Customer History — All bookings, invoices, and vehicles linked to a customer are accessible from their detail page.
Primary Flows
- Add a Customer — From the customers list or inline during booking creation. Provide a display name and optional contact details.
- Search — Use the search bar to find customers by name, email, or phone. The MCP
customer.searchtool also supports this. - View History — Open a customer to see all associated bookings, invoices, and vehicles.
Permissions and Plan Gating
Customers are available on all plans with no record limits.
Related
- Bookings — Every booking belongs to a customer
- Vehicles — Vehicles are linked to customer records
- Invoices — Invoices reference the customer
FAQ
Q: Can I merge duplicate customers? A: Not yet. Ensure you search before creating a new customer to avoid duplicates.
Q: Can I delete a customer? A: Customers with existing bookings or invoices cannot be deleted. You can archive them instead.