Customers and Subscriptions

Manage customer details, tasks, subscriptions, plans, and memberships.

Customers, Tasks, and Fields

How do I create a customer task in Rekaz? Create a customer task in Rekaz by selecting Tasks, choosing the customer, entering the task and deadline, assigning a user, and submitting the form.
How do I change a customer's mobile number in Rekaz? Change a Rekaz customer's mobile number by opening Edit Customer, checking the country code, entering the corrected number, and submitting the update.
How do I merge duplicate customer accounts in Rekaz? The current Rekaz Customers interface does not show a Merge action, so duplicate customer accounts cannot be merged through the documented UI.
How do I create a customer data template in Rekaz? To create a customer data template in Rekaz, open Settings and select Customers Template. The current interface evidence confirms this access path and describes
How do I import a customer list into Rekaz? Open Customers in Rekaz, then use the upload area in the Import Customers dialog to browse for a customer list in .xlsx, .xlsm, .xls, or .csv format.
How do I search for a customer in Rekaz? Open Customers and use the search box to find a customer by name, Customer Number, or mobile number.
How do I view a customer's orders and invoices in Rekaz? Open the customer profile and select Orders to review the orders and invoices linked to that customer.
How do I view a customer’s previous reservations in Rekaz? Open the customer record from Customers, then review the Reservations section to see reservations linked to that customer.
How do I add a new customer in Rekaz? Add a new customer in Rekaz with the verified Create Customer form and submit the record after checking the required name, country code, and mobile number.
How do I delete a customer in Rekaz? Delete a Rekaz customer from the customer row Actions menu after checking the selected customer and the final confirmation warning.
How do I view a customer’s subscriptions and packages in Rekaz? Open the customer record and review the separate Subscriptions and Packages sections.
How do I add an internal note to a customer in Rekaz? Add an internal note to a Rekaz customer from the customer's Notes area, while keeping unnecessary sensitive information out of the note.
How do I add a custom field for customer data in Rekaz? Create a customer-data custom field in Rekaz by configuring the current label, type, model, required, and checkout-visibility controls, then submitting it.
How do I separate a customer's first and last name in Rekaz? Enable Separate First and Last Name under Website Options, then save your changes.
How do I make a mobile number required when booking in Rekaz? Require customers to enter a mobile number in the related booking interface by enabling the mobile-number requirement in Website Options.
How do I assign a task to a staff member in Rekaz? Assign a task to a staff member in Rekaz by creating the task, choosing its customer and deadline, selecting the responsible user, and submitting it.
How do I use Customers Template in Rekaz? Customers Template in Rekaz is used to create structured records, such as cars, cases, or children, and link multiple records to each customer.
How do I add a custom customer field in Rekaz? Add a custom customer field in Rekaz Settings by defining its label, type, model, required status, and checkout visibility before submitting it.
How do I block a customer in Rekaz? Block a Rekaz customer from the customer row Actions menu after verifying that the correct customer was selected.
How do I merge customers in Rekaz? Check whether customer merging is available in the current Rekaz customer profile. The verified interface does not currently expose Merge customers, so do not d
How do I export customers in Rekaz? Export the Rekaz customer list from the Customers page as an Excel or PDF file using the page-level Actions menu.

Subscriptions, Plans, and Memberships