After uploading your rental inventory, you can issue rental inventory to members and guests. Issuing 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 issue rentals on the web browser or with a handheld scanner.
Issuing Rentals Manually on a Web Browser:
To issue rental items manually, follow these instructions:
Go to Services > Rentals > Dashboard > New Rental (as shown below).
Select or enter the following:
Customer: Select Customer Type (Member or Guest):
Member: Select the following for members:
Name: Select the member from your member roster.
Guest: Enter the following for the guest (Note: If you maintain a Guest Roster, you can start typing a guest's first name, last name, or email in the respective field and then select that guest saved to the guest roster.):
Guest of: If it's a member's guest, choose the member's name.
Guest First Name: Enter the Guest First Name.
Guest Last Name: Enter the Guest Last Name.
Guest Email: If a guest is placing the order, enter their email address for email notifications.
Guest Cell Phone: If a guest is placing the order, enter their cell phone # for text message notifications.
Add to Guest Roster: If this is a new guest, you can save them to your Guest Roster.
Card: If you require a credit card for the rental, check the box and enter credit card details. To enable card capture, enable the Stripe Integration.
Note: Add any additional information as a note. For instance, you can enter more contact information (phone #, mailing address, etc.) or specific return instructions.
Select if the rental is to be:
Issued Today: Select this option if the rental set will be issued to the member or guest immediately.
Reserve for Later: Select this option if the rental set will be issued to the member or guest at a later date/time. For more details on reserving a rental set, Click Here.
Issue Date: Enter the date and time the member/guest received the rental.
Reservation Date: If you are reserving the rental for later, select the date and time of the reservation.
Expected Return Date: Enter the date and time the member/guest is expected to return the rental. If automatic email notifications or text message notifications have been enabled, the due date will determine when the borrower will receive reminder emails/texts to return the club to the shop. For details on setting the default expected return date, Click Here.
Rental: Select the rental from the inventory or add a new one.
If you'd like to issue multiple rentals set to the customer, click "Add another rental" and repeat this step (as shown below).
If necessary, turn on or off the customer's text message or email notification when the rental is issued.
Click "Save."
Issuing Rentals using a Handheld Scanner:
Barcodes can be attached to the rental or in a booklet to issue rental equipment using a handheld scanner hooked up to a computer. For details about printing rental inventory barcode labels, Click Here.
Follow these instructions for using a Handheld Scanner:
Sign into Golf Genius - Golf Shop.
Scan the barcode of the item you wish to issue. You will be taken to the new rental page, where you can fill out the remainder of the details (as shown below).
If you'd like to issue multiple rentals to the same member or guest, scan additional barcodes or enter them manually. Repeat this step if necessary.
Click "Save."
Automated Notification:
After entering the rental details (e.g., issue date, return date, rental item), the customer will then receive an email notification (if enabled) and text message notification (if enabled) confirming their rental. The default notification includes the rental tracking number, expected return time, and rental details. You can customize the automated notification to include a personalized message to the individual by clicking "Edit this specific message." For more information 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.