Customer records
The customer list staff use in this Workspace.
Store the name, the contact, and the booking context this shop needs. The list belongs to this Workspace.
ANO ANG NAKUKUHA MO
Keep a customer list in the current Workspace
Store the contact the counter needs
Open the customer with their booking context
Choose which fields staff must fill
The list stays in this Workspace
The vehicle Workspace has its own customer list.
Staff search, add, and open customers here when they create a booking. A car, a motorcycle, and a scooter share this vehicle list. Another Workspace does not see it.
- Search by name or phone in this Workspace
- Add a customer when the booking needs one
- This list is not shared with another Workspace
Choose what this shop stores.
Make a customer field visible or required for this Workspace. A driver's license number, expiry, and class can be stored if you turn those fields on. A stored license or ID is not a check with the LTO and not an identity verification.
- Visible and required, per field
- License number, expiry, and class, stored only if you turn the fields on
- Stored customer details. Not an identity check and not a credit check.
The customer portal is a different screen.
Customer records are the staff list inside Kasura. The portal is the customer's own view on the booking website.
- Customer records: the staff list in this Workspace
- Customer portal: the customer's account on your booking website
- Contact and booking context. Not a campaign list and not a credit file.
Alamin pa: Customer portal · Bookings
Kaugnay sa Kasura
PARA SA
Customer records stay in the current Workspace. They are not a CRM.
Keep the customer where staff create the booking.
Start free for 14 days. No card required.