Customer Maintenance
Pickup and Drop Off Times
Purpose There is a system parameter that allows you to set the default pickup and drop off times when creating new bookings. This means that if there is a certain pickup or drop off time that you select more often, then these times can be set to fill ...
Bookings Without Credit Card Or Token Expiry
Purpose The "Bookings Without Credit Card or Token Expiry" page allows you to easily identify, view and update bookings that either have no credit card saved in the vault or do not have a re-billing token saved. It will also identify if either the ...
Customer Data Retention Policy
As a result of recent data breaches affecting Optus and Medibank in Australia, we have been reviewing how we can further protect your customers’ ‘identity data.’ This includes data that is commonly used not only when renting a vehicle but also for ...
Customer Notes Report
Purpose: The Customer Notes report will allow you to see any notes that have been added to a customer during the report period. An example of when a note is added to a customer is when a customer is either added to or removed from the Do Not Rent ...
Adding a Customer to the Do Not Rent List from Booking Form
Overview It is possible to add a customer to the Do Not Rent List and to include a reason for this. Once a customer has been added to the Do Not Rent List, you will not be able to either add them to new bookings or update any bookings they are ...
Insurance Agent
Purpose Rental Car Manager (RCM) allows for the recording of the details of a customer's insurance details against a booking. This is discussed more in the following article Assigning Customer's Personal Insurance to a booking. To allow this to ...
GDPR Customer Management
Purpose RCM has provided specific functionality to cater for GDPR (General Data Protection Regulation) in the EU. This is an extension of the current Customer Management capability within RCM, and uses the same customer records. The functionality ...
Customer Merge
Purpose: Over time you may end up with multiple entries for the same customer in the customer table. The Customer Merge function allows you to merge customer records together, the first customer's bookings and quotes will be transferred to the second ...
Membership List
Purpose The Membership list allows you to view or print your existing Customer records that have a membership number assigned. A membership number is used to identify individual customers that may be a VIP, member of a promotional plan or a mailing ...
Do Not Rent Reason
Purpose The Do Not Reason is an extra step when completing adding a customer to the Do Not Rent List. Do Not Rent records refer to customers who have been blacklisted and barred from renting vehicles for any number of reasons. The Do Not Rent Reason ...
Do Not Rent List
Purpose Do Not Rent records refer to customers who have been blacklisted and barred from renting vehicles for any number of reasons. Once customers are tagged as "Do Not Rent", they will not be able to rent vehicles until they are removed from the Do ...
Company
Purpose The Company tab is where you maintain the records of your corporate clients or 'Companies' that rent vehicles from you. Multiple customers (drivers) can be assigned to a Company by assigning the Company in their customer records. A discount ...
New Customer
Purpose The New Customer page is where you can add new customer records to be used for quotations and bookings. Accessing the New Customer tab Reservations >> Customer Maintenance Select "Add Customer" Add a New Customer After clicking on the "New ...
Customer Maintenance
Purpose The Customer Maintenance feature allows you to search for customers. After searching for a customer record, you may then edit the record, view the customer's renting history, or delete the record entirely. Accessing the Customer Search Tab ...