The Contacts page lists all your leads and customers for the active facility. It's where you search for a customer, create a contact manually, send an email broadcast to a list of customers, or open a contact record to see all their rentals, invoices, payment method, and activity.
Common questions
How do I find a customer quickly? Use the Search a contact... field at the top of the list. Type a name, email, or part of an email and the list filters automatically.
How do I create a contact manually? Click Create a contact at the top right, fill in the form, then save.
How do I send an email to multiple customers at once? Click Broadcast at the top right, choose your audience, write your message, and send it.
What's the difference between Leads and Customers? A Lead is a contact who doesn't yet have an active rental; a Customer is a contact with at least one rental, active or past.
How do I send the customer a link to access their portal? Open their record, go to the Account section, and click Resend the portal link. The customer will receive an email with a secure link.
Who this article is for
Viewing contacts is available to all roles. Creating, editing, and sending broadcasts requires the Owner or Manager role. If a button is greyed out or missing, ask an Owner on your team to check your permissions.
Navigate the contacts list
To open the contacts list:
From the left menu, click Contacts.
The page shows every contact linked to the active facility.
Three tabs are available:
- All, all leads and customers. - Leads, contacts with no active rental. - Customers, contacts with at least one active or past rental.
Search for a contact
To find an existing contact:
Click in the Search a contact... field at the top of the list.
Type a name, email, or part of an email.
The list filters automatically as you type.
Create a contact manually
If you want to add a contact who isn't yet in Stortech (for example a walk-in who calls to book):
Click Create a contact at the top right.
Fill in the form with the customer's name, email, phone, and preferred language.
Click Save.
The contact appears immediately in the list as a Lead. They'll become a Customer automatically as soon as they have an active rental.
Send a broadcast to a list of contacts
The Broadcast feature sends the same email to a group of customers or leads (campaign).
Click Broadcast at the top right.
Pick your audience (full segment, or filtered list).
Write your message.
Send the broadcast.
This feature sends real emails from your sending account. Before using it for a new campaign, read the Email templates article to understand how templates and the contact's language affect the send.
Open a contact record
Click a contact in the list to open its detailed record. The record contains:
a header with the contact's name and the Send an email and Edit buttons;
tabs: Summary, Rentals, Invoices, Details, Activity;
sections: Summary, Rentals, Invoices, Payment method (with Add a card), Contact information, Account (with Resend the portal link).
What happens automatically
Resend the portal link sends the customer an email with a secure link to access their portal. See the Customer portal article to understand what the customer sees after signing in.
Add a card opens a Stripe window to add a payment method to the customer's profile. See the Payment methods and autopay article.
Broadcast sends an email to the contact if their address is valid and they haven't opted out of marketing communications.
The language of emails sent to a contact is French by default. If the contact has indicated English as their preferred language, emails will be sent in English.
Important statuses and fields
Item | Meaning |
All | All facility contacts, leads and customers combined. |
Leads | Contacts with no active rental. |
Customers | Contacts with at least one active or past rental. |
Edit | Edit contact information (name, email, phone, language). |
Send an email | Sends a direct transactional email (not marketing). |
Resend the portal link | Sends the customer an email with a secure link to sign in to the portal. |
Add a card | Records a new card on the contact's Stripe profile. |
Common issues
Situation | What to check | What to do |
A contact I know isn't in the list. Why? | Which tab is selected (All, Leads, Customers)? Is the active facility the right one? | Pick All and check the facility at the top left. If still missing, the contact probably isn't linked to this facility. |
The customer doesn't receive their portal link. What now? | Is the email on the record correct? Does the send status in the Emails list show Delivered or Failed? | If Failed, update the email address. If Delivered, ask the customer to check spam. See the Customer can't sign in article. |
Add a card fails with an error. What now? | Is the facility properly connected to Stripe? Does the customer already have a Stripe profile? | Check the Stripe connection in Settings. If the issue persists, see the Payment methods and autopay article. |
A Broadcast isn't delivered to some contacts. Why? | Did these contacts opt out of marketing communications? Are their email addresses valid? | Check the send report to identify undelivered recipients. For contacts who opted out, that's expected. For the others, check the email address. |