🛠️ How to Manually Book a Customer
👤 Go to Contacts and find or create the customer
Start in the Contacts tab and search for the customer.
If they don’t exist, click Add Contact and enter:First name
Last name
Email
Phone number
Then click Save.
📅 Create a new rental appointment
Open the contact, go to the Appointments tab, and click Add → Rental Appointment.🚛 Enter rental details
Select the trailer
Set the start date and time
Set the end date and time
The system will automatically calculate pricing for you.
💵 Review pricing and totals
The system will show:Rental cost
Taxes
Total amount due
Security deposit (if applicable)
🔄 Choose booking status
Booked: Starts automated messages immediately (pickup info, agreement, etc.)
Unconfirmed: Waits until payment is made before sending anything
💾 Save the appointment
Click Save to create the booking.💳 Send the invoice to the customer
Go to the Payments tab → Invoices & Estimates.
Find the new invoice, click the three dots → Edit in new tab, then click Resend to send via email and text.✅ Confirm booking after payment (if Unconfirmed)
If you set the booking to Unconfirmed:Go back to Calendars (set to Rentals)
Open the appointment and click the pencil icon
Confirm payment shows as Paid
Click Confirm Booking to start automations
Save changes
💡 Pro Tip
If you want automations (like pickup instructions and reminders) to send right away, set the booking to Booked. If you prefer to wait until payment is completed, use Unconfirmed and manually confirm it after payment to trigger everything at the correct time.