Add and manage customers

Create a customer record before preparing a quote or rental. Keep the contact and address information current so the counter team selects the right person and destination.

1. Open Customers and select New customer.
2. Enter the customer's name and contact details. For a US account, use the optional Tax ID only if your business needs to record it, and enter the address with State and ZIP code fields.
3. Save the customer record. Check the Customer list to confirm the record is active.
4. Open Customer details to review contact information and related rentals before making a new quote. Correct outdated details through Edit customer.
5. If a record should no longer be offered for new rentals, use Deactivate from its actions. Existing rental history remains available; review it before creating a replacement record.

Note: FacilRental does not provide an online storefront for customers to enter their own booking and payment.

Next: Turn a quote into a rental.