Mini-CRM
Create and manage the end customers on behalf of whom your agency makes bookings.
Overview
The Mini-CRM section (agency-clients-list) is where you manage the end customers on whose behalf your agency books transport. Associating a customer with a booking links that booking to their history, making it easy to retrieve past trips and track spending over time.
Customer list
The customers list shows all end customers created by your agency. Each row displays:
| Column | Description |
|---|---|
| Name | Customer full name |
| Customer email address | |
| Phone | Customer phone number |
| Bookings | Total number of bookings associated with this customer |
| Last booking | Date of the most recent booking |
Searching for a customer
Use the Search field at the top of the list to filter by name, email, or phone number. Results update as you type.
Creating a customer
Click New customer to open the customer creation form. Fill in the required fields:
| Field | Required | Description |
|---|---|---|
| First name | Yes | Customer's first name |
| Last name | Yes | Customer's last name |
| No | Used for booking confirmation emails (if enabled by operator) | |
| Phone | No | Mobile number for driver contact |
| Notes | No | Internal notes for your agency team |
Click Save to create the customer record. The new customer is immediately available to select in the Booking wizard.
Customer detail
Click any customer row to open their detail page (agency-client-detail). The detail page shows:
Contact information
All stored contact fields are displayed. Click Edit to update any field.
Booking history
The Booking history tab lists every booking associated with this customer, sorted by date (most recent first):
| Column | Description |
|---|---|
| Reference | Booking or mission reference number |
| Date | Pickup date |
| Route | Pickup → drop-off summary |
| Status | Current booking status |
| Invoice | Link to invoice (when issued) |
Click any row to open the reservation detail.
Editing a customer
From the customer detail page, click Edit customer to update any contact information or notes. All changes are saved immediately and reflected in all associated bookings.
Data scope
Customers created in your agency portal are visible only to your agency. They are not shared with other agencies or visible in the operator's main contact directory. This boundary is enforced by the AgencyPortalUser.agencyId isolation layer (tech-spec 5.3).
Related pages
- Booking wizard — associate a customer with a new booking
- Quote requests — view bookings linked to a customer from the reservations inbox
- Payment tracking — filter invoices by end customer