CUSTOMER RECORDS
Customer records for the staff in this workspace.
Keep names, contact details and rental context in the customer list your team uses. Each workspace has its own customers. This is operator software, not the renter-facing customer portal.
WHAT THIS GETS YOU
Keep a customer list inside the current workspace
Store the contact details your operation needs
Open a customer in the context of their bookings
Choose which fields staff capture
Keep customers separate from other workspaces
The same customer list in a vehicle workspace.
Vehicle workspaces keep their own customer records. Staff search, add and edit customers here — not in a shared account-wide database.
- Search by name or phone in this workspace
- Add a customer when the booking needs one
- This list is not shared with other workspaces
Configure the information your operation stores.
Turn customer fields visible or required for this workspace. Vehicle operations can store driver's-licence number, expiry and class as customer information. Kasura stores the values staff enter. It does not check, authenticate or validate a licence.
- Visible and required toggles per field
- Licence number, expiry and class as stored fields where you enable them
- Stored customer information, not an identity check
Learn more: Driver license record
The customer portal is different.
Customer records are staff-facing internal records in this workspace. The customer portal is renter self-service on the public booking website: requested, upcoming and past bookings.
- Customer records: staff list inside Kasura
- Customer portal: renter account on your public site
- Contact and rental context only. No campaigns and no credit files.
Learn more: Customer portal · Booking management
Related in Kasura
WORKS FOR
Customer records stay inside the current workspace. They are not shared across workspaces, and they are not the renter-facing customer portal.
Keep customer records where your staff work.
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