Rentals & Customers
Rentals & Customers
Create rentals, manage the rental lifecycle, and track your customers
Rentals & Customers
These articles cover the full rental workflow: creating bookings, understanding statuses, staying on top of daily operations, and managing your customer list.
In this section
- Creating rentals - the Add Rental flow and how availability blocking works
- Viewing rentals - the Rentals page, the Week at a Glance calendar, and finding a rental by number
- Rental statuses - the lifecycle from pending to returned, including the conflict warning at accept
- My Day - daily prep, pickup, and return workflow
- Customers - customer records, approval status, and contact info
- Customer documents - attach and track insurance certificates, agreements, and other documents