Create a Reservation at the Counter
You can create a reservation for a client either at the counter or over the phone.
Access the Admin Portal.
(Need help to access it? Click Here)
In the gray sidebar, go to Orders. You will see the list of orders.
Click on the Add button in the top-right corner of the window.
In the window that opens:
Enter the client’s information:
First name
Last name
Email address
Phone number
Company (optional)
Click Save.
You will then be redirected to the order details page. Click on + Rental or + Purchase to add equipment to the order.
In the Add Equipment to Order window:
Type the name of the equipment.
Select the branch.
Choose a start and end date.
A list of equipment will appear. Make sure to select equipment for which the start and end date boxes are green.
Once the equipment is selected, click Add to Order. The equipment will now be included in the order.
Suggestion
When creating an order, make sure to select available equipment (marked in green) to avoid inventory conflicts and ensure a seamless customer experience.
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