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📝 How to Manually Book a Customer - v4

  1. 🏠 Go to Rentals
    Navigate to Rentals → Rentals and click + New Booking for a Customer.

  2. 🚛 Select the trailer and rental dates
    Choose the trailer, rental dates, pickup time, and return time.

  3. 👤 Enter the customer’s information
    If the customer already exists, select their profile and their information will automatically populate. Otherwise, enter their information manually.

  4. 🎟️ Apply discounts or adjust pricing
    You can add a coupon code, override the price entirely, and provide a reason for the override if needed.

  5. 💳 Choose how to handle payment
    You can:

    • Preview the total price

    • Charge a card

    • Mark the booking as paid if they are paying cash

    • Reserve an invoice to be paid later

💡 Pro Tip
Manually booking customers gives you the same flexibility as an online booking, while allowing you to control the pricing and payment method directly.

💡 Pro Tip
If you choose to reserve an invoice to be paid later, the invoice will automatically send to the customer after a few minutes. Patience is vital here, as the system must process and send the invoice.

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