Thanks to Booqable, customer management no longer needs to run through an external system or CRM. You can manage inventory, accept payments, and store customer data all in one place thanks to our customer profile page.
As customers order either online, or through manual orders you place in Booqable, their information, and payment/order history will be stored automatically in the customer profile section of your account.
How it works
1. In Booqable, go to the Customers page in your Booqable left side main menu.
2. Do you already have previous customer data stored in a current system? Learn how to import customer data into Booqable.
3. Are you starting with a rental software from scratch, and have no previous customers to import? Learn how to manage customers and their information in Booqable.
4. Do have, or expect to have, customers that have multiple addresses? Learn how to add multiple addresses to customer profiles.
Best practices
1. Store extra important information through adding custom fields
You can add extra fields to your customer profiles, in order to store important information such as extra contact numbers, insurance type, or credit check information. This is achieved through creating customer custom fields in your Booqable settings.
2. Enable customer accounts on the online store
When an order is processed on the online checkout, the customer's email will need to be included so a customer profile can be created for them automatically in Booqable.
This is in order to reduce duplicate customer profiles, caused by customers adding different emails each time they place an order online, you can make customer account logins mandatory on the online checkout.
This means the customer will be asked to login to their account before reaching the online checkout, and the order will be placed under the same customer profile that exists for them in Booqable.