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A booking journey has 7 different statuses that we are going to cover here: Draft - Quote - Reserve - Pick-up - Ongoing - Return - Complete. You can see the current status right after the booking ID, in the upper left corner, and the following statuses in the upper right corner. The Payment register is independent of the booking status, so you can register it at any status, from draft to return.
When created, a booking starts as Draft. Here, you can do all the required changes and if you leave the page, the booking keeps all the information, which is valuable, especially for more complex rentals.
When you select Quote, an e-mail is sent to the customer, with all the information about the booking. If, for instance, you have a customer in-store and you do not want to send a quote by e-mail, just select pick-up.
You can always “Revert to draft” or “Cancel the booking”, just clicking the “3 dots” button on the upper right corner.
When the customer confirms they want to pursue the rental, just select “Reserve”. At this point in time, an e-mail is sent to the customer, with the information that the booking is reserved.
The Pick-up panel allows you to register how many items were picked up. At this point in time, an e-mail is sent to the customer, with the information that the booking is ongoing.
Once at least one item is picked up, the booking is considered ongoing.
As referred, the payment register is independent of the booking status, so you can register it at any status, from draft to return. In this example, we are considering a rental of €49, plus services of transportation of €10, and a deposit of €30. At the pickup moment, we are receiving €30 (from the €59 of rental plus services), plus the €30 deposit. This adjusts completely to your rental operation, independently of the moments in which you require any payment. After inserting the amount that applies to your booking, just click “Register payment” in the upper right corner.
When your customer returns the items, just click on “Return” in the upper right corner and register how many items were returned. You can also define if you are keeping the deposit (or part of it).
If you choose “Return items and go to payments” you are going to be redirected to the Payments panel, in order to register the deposit amount kept or returned.
In this example, we are returning the €30 deposit to the customer.
Still, in our example, we have only received €30 from €59 of rental plus services at the pickup moment. Then, we are going to collect the remaining €29 and register it on the “Receive” panel. To finish, just click “Register payment” in the upper right corner.
When all the payments are registered, the booking is considered “Completed”.
You can view all payments related to a specific booking - you can fully control what you have charged so far and returned so far.
The booking status journey is not unidirectional: you can always go back to the previous status and correct any potential mistake. If you have any questions about that, please do not hesitate to talk with us.
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