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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

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