NC
New Customer Profile
Draft Customer onboardingComplete customer identity, contact details, documents and verification before creating a rental.
Profile status
Draft
not saved yet
Customer Type
Choose whether the customer is an individual or a company
Personal Information
Customer identity and contact information
Address Information
Billing and contact address
Driver Information
Driving license and main driver details
Documents
Upload customer identity and driving documents
Driving License
Required · Front and back side
Missing
Passport / ID Card
Required · Identity verification
Missing
Proof of Address
Optional · Utility bill or official document
Optional
Customer Notes
Internal notes visible to agency staff only
Creation Summary
New customer profile overview
SM
Sarah Martin
Individual customer
Profile draft
Documents missing
Verification required
Email provided
Checklist
Before saving the customer
Contact information
Email and phone completed
Address completed
Billing address is valid
Documents missing
License and ID must be uploaded
Manual verification
Agent must validate the documents
Status
Initial customer account status
Customer status
Pending verification
Risk level
Normal
Marketing consent
Not selected
Created by
Gabriel Admin
Actions
Save customer or continue later