📅 Go to the Calendars tab
Navigate to Calendars and make sure you are viewing Rentals.👤 Find the customer’s booking
Locate the customer’s appointment, open it, and click the pencil icon to edit.❌ Cancel the current booking
Cancel the booking under the trailer the customer no longer wants.⏳ Wait 5 minutes before rebooking
Give the system at least 5 minutes to properly process the cancellation before creating the new appointment.
This helps prevent workflow, payment, or tag issues.➕ Create the new booking
Click New, select the same customer, choose the correct trailer, use the same rental dates/times, and create the booking.💳 If the customer has NOT paid yet
You’re done. The customer can simply pay the new invoice when ready.💰 If the customer already paid and the new trailer costs more
Go to Payments → Invoices & Estimates, find the new invoice, and click three dots → Edit in new tab.
Adjust the pricing difference, then:Click three dots → Record Payment
Select Charge Card
Charge the saved card on file for the difference
💸 If the customer already paid and the new trailer costs less
Go to Payments → Transactions, find the original payment, then:Click three dots → Refund
Enter the refund amount (including tax if applicable)
Add a note such as Difference in Price – Changed Trailer
🏷️ Re-add the T&C tag only if needed
Canceling a rental will automatically remove the T&C tag from the customer profile.
If the customer had already completed the rental agreement before changing trailers, go to Contacts, open their profile, and manually re-add the T&C tag.
If they had not completed the rental agreement yet, do not add it back.
💡 Pro Tip
Any time you cancel and recreate a rental, always double-check customer tags and payment status before finishing. This helps ensure automations, agreements, and reminders continue working correctly.