Creating a New Reservation

Add a booking from the admin area by choosing the dates, vehicle, customer, and pricing, then save it. The form guides you through five short steps and keeps a running price summary alongside.

Where to access it

In the admin area, open the left menu item Reservations, then click the Add Reservation button. The page is titled ADD RESERVATION, with a Back button to return to the list without saving.

The five steps

The reservation is built through five cards, and you move between them with the Next and Prev buttons at the bottom of each card.

Card 1: Reservation details

• Status – choose one of New, Not Confirmed, or Confirmed. Confirmed is pre-selected.
• Customer – pick an existing customer with Choose existing, or create one on the spot with Add new. The selected customer is shown above the links, and a Customer Notes link appears when notes are available.
• From date – the pick-up date and time. Quick buttons Today, +1, +3, and +5 fill the date for you.
• Pick-up location – where the vehicle is collected.
• To date – the drop-off date and time. This stays disabled until a From date is chosen. Quick buttons +1, +3, +5, +7, and +10 are available.
• Drop-off location – where the vehicle is returned.

Card 2: Vehicles

Choose a vehicle category, then select a specific vehicle from that category. The vehicle price is shown read-only next to the selection, with an info button that opens a Vehicle price calculation breakdown.

Card 3: Extras

• Number of Extra Drivers – add extra drivers with the + and - buttons.
• The extras table lists each available extra with columns Include, Extra, Qty, Unit price, Days, and Sub total. Turn an extra on with its Include switch and set its quantity and price. Some extras are marked Required.
• Mileage packages can also be chosen here.

Card 4: Protection plan

Choose a protection plan. Plans that are mandatory are labelled Required, and an included protection is shown separately.

Card 5: Summary and Save

Review the summary, then optionally create payment links. Under Create payment links you can request a Full payment link or a Deposit payment link with a Deposit amount and due dates. When you are ready, click Save reservation.

The Reservation Summary

A summary card stays visible on the right while you fill in the form. It shows Date/time, Reservation length, Locations, Vehicle selected, Customer details, Included extras, Selected plan, Rental fee, Subtotal before taxes, Taxes total, and the Grand total. A Discount section lets you apply either an Enter amount discount or a Promo code.

How to create a reservation

1. Open Reservations → Add Reservation.
2. In Card 1: Reservation details, set the status, choose or add the customer, and enter the pick-up and drop-off dates and locations.
3. Click Next, choose a vehicle category and vehicle, then click Next.
4. In Card 3: Extras, add extra drivers and any extras or mileage packages, then click Next.
5. In Card 4: Protection plan, select a plan, then click Next.
6. Review the summary, optionally create payment links, then click Save reservation.

Choosing the customer

• Choose existing opens the Select Existing Client window, where you search by name, phone, or email and pick a result.
• Add new opens the Create New Client window, where you enter First name, Last name, Email, and Phone, then click Create Client.

What happens next

• The reservation is saved and appears in the Reservations list with the status you selected.
• If you requested payment links, they are created together with the reservation.

Important behavior and special cases

• When creating a reservation you can only choose from New, Not Confirmed, and Confirmed. The other statuses are reached later from the reservation page.
• The To date stays disabled until a From date has been selected.
• A vehicle category must be selected before you can continue past Card 2: Vehicles.
• The vehicle and extras prices are calculated automatically and shown read-only; the discount is applied on top of the totals.