Subscription Tier: Starter, Pro
The Customers section gives you a searchable directory of all customers who appear in your events and quotes. It's automatically built from your existing data — you don't have to maintain a separate customer list. Every event with a contact name and every quote with a customer name contributes to this list.
Navigate to Customers from the sidebar. The list is sorted alphabetically and shows each customer's:
- Name
- Email
- Phone
- Address (from events)
- Last event date — the most recent event or quote date on file
Use the search bar at the top of the Customers list to filter by name, email, or phone number.
Click on any customer to see their full profile:
- Contact information (name, email, phone, address)
- Full event history — every event on file for this customer, with dates and review data
- Review history — any post-event reviews submitted for their past events (customer ratings, equipment condition notes)
This view is useful for:
- Looking up a returning customer's history before taking a new booking
- Checking whether a customer had equipment damage in the past
- Quickly finding a customer's contact info
Requires: Pro plan
From the customer detail view, click Send Email to compose and send a free-form email directly to the customer. This opens a simple email composer where you enter a subject and message.
The customer list is aggregated from two sources:
- Events — the
contact_name, contact_email, contact_phone, and address from each event
- Quotes — the
customer_name, customer_email, and customer_phone from each quote
Customers are deduplicated by matching on name + email + phone (case-insensitive, stripping non-numeric characters from phone numbers). Event data takes priority over quote-only data when merging duplicates, since events contain address information that quotes don't.
- Customers are not a separate entity: There's no dedicated "Add Customer" form. Customers appear automatically when you create events or quotes with their information. To add a customer, create an event or quote for them.
- Name variations create separate entries: If you enter "John Smith" on one event and "Johnny Smith" on another, they appear as two separate customers because the name strings don't match exactly. Consistent data entry is important for keeping the customer list clean.
- Customer data can't be edited independently: Since customers are derived from events and quotes, you can't edit a customer's contact info in the Customers section. To update a customer's information, edit the underlying event or quote.
- Deleted events remove customer data: If you delete all events and quotes for a customer, they disappear from the Customers list. The list is always derived from existing records.
- Email requires the customer to have an email address: The "Send Email" button only works if the customer has an email address on file (from at least one event or quote).