Skip to main content

Customer Details & History

Every customer in EquipDash has a detail page where you can see everything about them in one place — contact information, booking history, spending patterns, notes, and more. This is your go-to page when you need to look up a customer or review their history with your business.

Opening a Customer Profile​

  1. Click Customers in the sidebar.
  2. Find the customer in the table (use the search bar if needed).
  3. Click anywhere on the customer's row to open their detail page.

The customer detail page showing contact information, customer statistics, and notes section

Page Layout​

The customer detail page is a single scrollable page with the following sections from top to bottom:

  1. Contact Information — Name, email, phone, address.
  2. Custom Fields — Any custom field values (if configured, Growth+ plan).
  3. Customer Statistics — Booking counts, spend totals, and breakdown.
  4. Note — Add and manage internal notes.
  5. Waivers & Forms — Completed waiver submissions.
  6. Survey Responses — Any survey responses from this customer.
  7. Booking history — A full table of all their bookings.

Contact Information​

At the top of the profile, you will see the customer's contact details:

  • Name — First and last name.
  • Email — Their email address.
  • Address — Full address (shows "n.a." if no address is on file).
  • Customer Since — When they were first added or first booked.
  • Phone Number — Country code and phone number (if provided).

Editing Contact Information​

  1. Click the Edit Customer button in the top-right corner of the page.
  2. A side panel will open with all fields pre-filled.
  3. Make your changes and click Save.

Custom Fields​

If you have Custom Fields configured for customers (Growth+ plan), their values are displayed below the contact information in a row of up to four fields. These are also editable through the Edit Customer panel.

Customer Statistics​

Below the contact information (and custom fields, if any), you will see a statistics section that summarizes this customer's activity. This section only appears if the customer has at least one booking.

  • Total Bookings — The total number of bookings.
  • Total Spent — The total amount spent across all bookings (shown in green).
  • Average Value — The average amount per booking.
  • First Booking — The date of their earliest booking.
  • Last Booking — The date of their most recent booking.
  • Breakdown — Colour-coded badges showing how many bookings are rentals (blue), experiences (green), or store purchases (orange).

Note​

The Note section lets you add internal notes about this customer. See Customer Notes for full details on adding, editing, and deleting notes.

Waivers & Forms​

This section shows any waivers or forms that the customer has completed. The table displays:

  • Form Name — The name of the waiver or form.
  • Status — Whether it has been signed.
  • Date Signed — When the customer completed it.
  • Linked Booking — The booking this waiver is associated with (if any).
  • Actions — Click the eye icon to view the full submission.

If the customer has not completed any waivers, you will see "No waiver submissions found for this customer."

Survey Responses​

If you use Surveys, any responses from this customer appear here. The table shows:

  • Survey Name — The name of the survey.
  • NPS Score — The customer's NPS rating (if applicable).
  • Category — The NPS category (Promoter, Passive, Detractor).
  • Date Submitted — When the response was submitted.
  • Linked Booking — The booking the survey is linked to.
  • Actions — Click the eye icon to view the full response.

If the customer has not responded to any surveys, you will see "No survey responses found for this customer."

Booking History​

At the bottom of the page, a full booking table shows all bookings associated with this customer. The table includes:

  • Booking # — The booking reference number.
  • Booking date — When the booking takes place.
  • Booking type — Rental, experience, or store.
  • Status — The current booking status.
  • Price — The total price.
  • Payment status — Whether the booking has been paid.
  • Action — Click to open the booking detail page.