Managing bookings

Covers everything about one booking, in one place, finding a booking, booking statuses explained, warning banners on a booking, explained.

• Everything about one booking, in one placeCustomer info, rental items, notes, and rental period all live on the booking detail page.
• Finding a bookingSearch bookings by confirmation number or customer name, and filter by status or date.
• Booking statuses explainedWhat pending, confirmed, active, completed, cancelled, and expired mean for a booking.
• Warning banners on a booking, explainedWhat the payment, waiver, attachment, and unit warning banners on a booking mean and when they show.
• The change log on a bookingA running, read-only history of every edit, refund, and status change made to one booking.
• Creating a booking yourself (front-desk / phone booking)Walk a walk-in or phone customer through a booking yourself, from picking items to collecting payment.
• Releasing vs. capturing a deposit holdRelease gives an authorized deposit hold back; capture keeps it as a charge. Renta releases it automatically 7 days after return unless you act sooner.
• Adding a discount or an extra charge to a bookingKnock money off a booking with a discount, or bill for something extra with a custom charge.
• Payment history and signed documents on a bookingWhere to find Stripe transactions, ledger entries, and signed waivers for one rental.
• Printing or emailing a receiptA customer-facing receipt showing pricing, taxes, deposits, and balance due for one booking.
• Refunding or cancelling a bookingCancelling voids a booking but never refunds automatically — you issue any refund yourself, as its own step.
• Changing a booking's datesMove a booking's pickup or return date, preview the new price, and choose what happens to its deposit hold.
• Upcoming and pending charge attemptsSee future charges — like late fees or recurring deposits — that haven't run yet, and any that need a manual check.
• Sending a customer a payment linkSend a secure payment link by email, text, or both, so a customer can pay without you taking their card over the phone.
• Moving a booking through its lifecycleThe Confirm, Check Out, Finish, Cancel, and Reopen buttons move a booking to its next stage.
• Notifying customers when a sold-out item opens upSee who asked to be notified about a sold-out item, and when Renta automatically emails them.
• Writing off an unpaid balanceMark a stuck, unpaid balance as uncollectible instead of chasing it forever.