Customers and ID checks
Your rental customers, their price list, the ID check before the first pickup, blocking a customer, and their own rental page.
Your rental customers are the same customers as in your Ellibo books. A customer made in Rental is a customer everywhere.
The Customers list and a customer's page
Customers lists everyone who has rented, with their rentals, deposits held and late returns. Open one to see:
- Contact - name, phone, email and address. Click Save contact after a change.
- For rentals - their Price list (see Prices) and Notes.
- Rental orders - every order, with New rental to start another.
- Their rental page - the link to their own page (Professional and up, see Online quotes and the customer page).
ID check
On Professional and up, turn on Check the customer's ID before their first pickup in Settings > Preferences > More options. Then:
- The first pickup asks for a Photo of the ID and a tick in ID checked.
- On the customer's page, ID check shows the status, an ID note and the ID files. Use Add a photo or PDF to keep a copy.
- Customers can send their ID proof themselves from their rental page.
ID files are kept outside the website, opened only by people with a Rental role in your business.
Block a customer
Click Block on a customer's page (with a reason) to stop new rentals for them; Unblock lets them rent again. Orders already made stay as they are.
Their personal data
If a customer asks for their data or to be forgotten, use Personal data in the organization settings. Rental's orders, signatures, ID files and reminders are included: the export lists them, and erasing removes the delivery address, notes to them, the names they signed with and their ID and signature files. The orders and invoices stay, as the law needs them for your books.