The Contacts page lists every lead and customer for the active facility. It's where you search for a customer, create a contact manually, send a broadcast email, or open a contact's record to see their rentals, invoices, payment method, and activity.

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.

Step 1.
From the left menu, click Contacts. The page shows all contacts linked to the active facility.

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Step 2.
Three tabs are available: All (every lead and customer), Leads (contacts without an active rental), Customers (contacts with at least one active or past rental).

Step 1.
Click the Search a contact... field at the top of the list.

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Step 2.
Type a name, email, or part of an email. The list filters automatically as you type.

If you want to add a contact who isn't in Stortech yet (for example a walk-in calling to book):

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Step 1.
Click Create a contact at the top right.

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Step 2.
Fill in the form with the customer's name, email, phone, and preferred language.

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Step 3.
Click Save.

The contact appears immediately in the list as a Lead. It becomes a Customer automatically once it has an active rental.

The Broadcast feature sends the same email to a group of customers or leads (a campaign).

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Step 1.
Click Broadcast at the top right.

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Step 2.
Choose your audience (the full segment, or a filtered list).

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Step 3.
Compose your message.

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Step 4.
Send the broadcast.

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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.

Step 1.
Click a contact in the list to open its detailed record.

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The record contains a header with the contact's name and the Send an email and Edit buttons; tabs for Summary, Rentals, Invoices, Details, Activity; and sections for Summary, Rentals, Invoices, Payment method (with Add a card), Contact information, Account (with Resend portal link).

Resend portal link sends the customer an email with a secure link to their portal. See Customer portal to understand what the customer sees after logging in.

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Add a card opens a Stripe window to add a payment method to the customer's profile. See Payment methods and autopay.

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Broadcast sends an email to the contact if their address is valid and they haven't opted out of marketing communications.

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The language of emails sent to a contact defaults to French. If the contact indicated English as their preferred language, emails are sent in English instead.

A contact I know isn't showing up in the list.

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What to check: which tab is selected (All, Leads, Customers)? Is the active facility the right one?

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What to do: select All and check the facility at the top left. If it's still missing, the contact is probably linked to a different facility.

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The customer isn't receiving their portal link.

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What to check: is the email on the record correct? Does the send status in the Emails list show Delivered or Failed?

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What to do: if Failed, update the email address. If Delivered, ask the customer to check spam. See Customer can't log in.

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Add a card fails with an error.

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What to check: is the facility properly connected to Stripe? Does the customer already have a Stripe profile?

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What to do: check the Stripe connection in Settings. If the problem persists, see Payment methods and autopay.

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A broadcast isn't delivered to some contacts.

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What to check: have these contacts opted out of marketing communications? Is their email address valid?

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What to do: check the send report to identify undelivered recipients. For contacts who opted out, that's expected. For others, verify the email address.

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.

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How do I create a contact manually? Click Create a contact at the top right, fill in the form, then save.

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How do I email several customers at once? Click Broadcast at the top right, choose your audience, compose your message, and send it.

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What's the difference between Leads and Customers? A Lead is a contact without an active rental yet; a Customer is a contact with at least one rental, active or past.

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How do I send the customer a link to their portal? Open their record, go to the Account section, and click Resend portal link. The customer will receive an email with a secure link.