Customer Management

Customer management for bounce house rentals.

A bounce house rental CRM for contact details, booking history, lifetime spend, customer status and notes. Keep the context for your next rental conversation.

Illustrative preview with sample customer data. See the current customer workflow below.

What you can do

Contact details and notes

Keep names, contact details and internal notes in one customer record. Record a gate code or delivery preference so you can review it before the next rental.

Lifetime spend and booking count

See total spend, number of bookings and the last booking date. Use the customer's own history as context when they ask about another party or school event.

Booking history

Open the profile to review event dates, rental items, booking status and totals. Check what the customer rented before discussing the next event.

Customer type and status

Review Regular or VIP customer type and Active or Inactive status. Search by contact details and filter the list for VIP, Regular or Inactive customers.

The workflow

  1. Find the existing customer

    When a renter returns, search by name, email or phone before creating another record. Open the matching customer profile.

  2. Review the previous rental

    Check booking history, last booking date and lifetime spend. For a returning school, review the previous event and rental items before preparing a new quote.

  3. Keep useful customer notes

    Save delivery instructions or preferences in the profile. Read those notes when planning the next rental, and update details that have changed.

  4. Use the record for the next booking

    Select the existing customer when creating a new quote or booking. Confirm current availability, prices and event details rather than assuming the previous rental still applies.

Questions

How can I recognize a repeat customer?

Check booking count, history and last booking date in the customer profile. Customers with more than one booking can be identified as VIP; you can also review and edit customer type and status.

Can I keep delivery instructions or customer preferences?

Yes. Add internal notes to the customer profile, then review them when the customer books again. You can edit contact details, type and status as needed.

Can I see what a customer has spent?

Yes. The profile shows lifetime spend, booking count and booking history, including event dates, status and totals.

Keep exploring

feature

Booking System

Explore the booking system workflow.

Learn more

guide

Customer booking history guide

Review booking count, lifetime spend and past event details.

Learn more

guide

Manage customer records

Add contact details, edit notes and review customer records.

Learn more

Try it with your rental workflow.

Start a 14-day trial, or talk to the team about your setup.