Rehla User ManualClient details
Understanding client profile information
When you click on a client's name from the list, you are taken to their details page. This dashboard aggregates everything you need to know about the client in one view. It includes three main sections:
The top card provides a high-level summary of the client's value:
- Total bookings: the number of times they have booked with you.
- Total spent: the total revenue collected from this client.
- Total amount due: the outstanding balance.
- Last trip date: the date of their most recent journey.
Total amount due is the how much is owed to you minus how much you owe in refunds.
This section lists all reservation records associated with the client. See Viewing reservations for details on the list view.
- List view: shows details like reservation number, trip name, date, and status.
- New reservation: a button to quickly create a new reservation for this client.
This is the same as the Trips section, but only showing trips this client has a booking for.
- Trip cards: visual cards showing trip destination, dates, and status.
- Filtering: use the Search Bar or filter trips.
National ID
If the client has uploaded their National ID, and you have permission to view it, a secure card component will appear below the profile card allowing you to view the encrypted ID images.
See National ID Vault for more information on security and access.