BOOKINGS
Quotes & reservations
Build quotes, confirm bookings, change and cancel.
10 articles · 18 FAQs
- 01 Create and send a quote Build a priced quote for a customer and send it for acceptance and payment.
- 02 Quote statuses and actions What Draft, Sent, Booked, Expired and Cancelled mean, and what you can do with each.
- 03 Reservation statuses explained What each reservation status and payment status means.
- 04 Managing a reservation A tour of the reservation page: overview, payments, emails and notes.
- 05 Reschedule a reservation Change the dates or vehicle on an existing booking.
- 06 Cancel a reservation How to cancel a booking and what happens to fees.
- 07 Booking requests (Request to Book) Approve or decline requests from renters when a vehicle isn't set to instant book.
- 08 Handover: pickup time, drop-off time and water tank Record when the renter collects and returns the vehicle.
- 09 Contracts, policies and renter acceptance Set up the documents renters agree to, and resend or void contracts.
- 10 Emails sent about a booking See which confirmation and payment emails went out, and to whom.
Quick answers
Bookings → Quotes → New Quote. Pick the customer, vehicle or category, dates, rental type and extras, then Save Draft or Send Quote.
Yes. Choose a category such as Motorhomes in the Vehicle or Category field.
7 days by default. Change it with Quote Valid For when you build the quote.
Yes. Use Custom Charges → Add Charge, and choose whether it's taxable.
Draft (not sent), Sent, Accepted/Booked (paid, and the reservation is created), Expired and Cancelled.
Editing recalculates the quote with current rates, delivery distance and settings. Check the Quote Summary before saving.
Use Internal Notes & Comments on the quote page. Press Cmd/Ctrl + Enter to post.
Upcoming, Active, Pending Payment, Overdue, Completed and Cancelled. Each reservation also has a payment status (Paid or Pending).
Its dates have passed but it still needs action, most often an outstanding payment.
Open the reservation → Reschedule. Pick new dates (and optionally another vehicle), review the preview, then click Reschedule Rental.
Yes. When rescheduling, choose a different Vehicle or Category.
Open the reservation → Cancel Rental and confirm.
When a vehicle uses Request mode, renters ask to book and their card is only authorized. You approve or decline under Reservations → Requests.
Bookings → Reservations → Requests → Awaiting approval.
On the reservation's Handover section, click Edit. Times are free text, for example "11am–1pm" or "TBD".
Handover → Edit → Water tank: Full, Partial, None or Not recorded.
On the reservation, under Contract & Acceptance, click Resend acceptance link or Resend contract.
Open the reservation → Emails tab.