CUSTOMER RECORDS
Rental customer management that keeps your team organized.
Stop searching through messages and old notes when you need a customer's details. Keep names, contact information and customer records organized in Kasura, so your team can find what it needs when handling a rental. Authorized staff can access shared customer profiles across workspaces in the same business account, while bookings and rental histories stay in their own workspace.
WHAT THIS GETS YOU
Keep customer profiles accessible to authorized staff across your business account
Store the contact details your operation needs
Open a customer in the context of their bookings
Choose which fields staff capture
Distinguish shared customer profiles from workspace-scoped operations
The same customer list in a vehicle workspace.
A returning customer needs another rental? Your team can find their customer profile, review the contact details and use the information when preparing the next booking. Authorized staff can work with the same customer profiles across your business account, while vehicle bookings stay in the vehicle workspace.
- Search by name or phone across customer profiles in your business account
- Add a customer when the booking needs one
- Shared customer profiles, with bookings kept in their own workspace
Configure the information your operation stores.
Collect the customer details your rental business actually needs. Choose which fields your staff see and which are required in each workspace. For vehicle rentals, you can record driver's licence number, expiry date and licence class. Kasura stores the information entered by your team, but does not verify whether a licence is valid or authentic.
- 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 profiles in your business account. 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 profiles are shared across the workspaces of one business account and need customer-access permission. Booking history stays in each workspace, and these records are not the renter-facing customer portal.
Less searching. More time for your customers.
Start free for 14 days. No card required.