A rental is considered finalized if one of the following happens:
The customer returns the rental.
The customer was charged for a rental that had not been returned.
Finalizing rentals is simple using one of the following options:
Manually on a Web Browser.
Handheld Scanner attached to a Computer.
The Mobile app. For details on issuing rentals from the mobile app, Click Here.
In this article, we will discuss how to manually finalize a rental on the web browser or with a handheld scanner.
Finalizing a Rental Manually on a web browser:
To finalize a rental manually, follow these instructions:
Go to Services > Rental > Dashboard.
Take one of the following actions (as shown below):
Click the quick action "Fast-Forward" button.
Click the action drop-down and click "Finalize."
Select one of the following finalizing options (as shown below):
The rental has been returned: Rentals will be returned to the inventory and available to be issued to another customer.
This item has not been returned (If no credit card was captured): Demo club will be removed from inventory and marked as sold.
This item has not been returned. Charge customer's credit card the following (If credit card was captured): Demo club will be removed from inventory and marked as sold, regardless of whether the customer's card was charged. Note: You can enter any numerical value starting with zero. If zero is entered, the customer's credit card will not be charged, and the demo will be finalized and marked as sold. If a value greater than zero is entered, the customer's credit card will be changed, and the demo will be finalized and marked as sold. All credit card transactions can be viewed in your Stripe Account.
Include any notes about the return.
Turn on or off the text message or email notification (if necessary).
Click "Save."
Finalizing a Rental using a Handheld Scanner:
To finalize a rental using a handheld scanner, follow these instructions:
Sign into Golf Genius - Golf Shop.
Scan the barcode of the club you wish to return. You will be taken to the finalize rental pop-up (as shown below).
Select the return option.
Include any notes about the return.
Turn on or off the text message or email notification (if necessary).
Click "Save."
Automated Notification:
After marking a rental as returned, the customer will receive an email notification (if enabled) and text message notification (if enabled) confirming that their order has been returned.
The default notification includes the tracking number and return date and time. You can customize the automated notification to include a personalized message to the individual by clicking "Edit this specific message." For more details on customizing notifications on the fly, Click Here.
For automated emails, you can view the Email Delivery Report to ensure emails were delivered successfully and identify those that were not. Click Here for more details.