Editing a Reservation

Open an existing booking to change its dates, vehicle, pricing, customer, or status. The reservation page organises everything into tabs, with quick status actions and a running summary.

Where to access it

In the admin area, open the left menu item Reservations and click an existing reservation to open it. The page is titled EDIT RESERVATION followed by the reservation number. At the top you find Notes and History, a Back button, and a Save button.

The tabs

Editing is organised into tabs:

• Details – the reservation status, status description, and the pick-up and return timeline.
• Customer & Driver(s) – the customer and the main and additional drivers.
• Self check-in – settings for the customer self check-in, shown only when that feature is enabled.
• Price – the pricing, taxes, and discount.
• Payments – payments recorded against the reservation.
• Documents – generated and uploaded documents.
• Vehicle Condition – the pick-up and return condition inspection.

Status and quick actions

The Details tab shows the current Reservation status with a short Status description. An Actions area offers quick buttons that change the status in one click:

• Confirm – marks the reservation as Confirmed.
• Cancel – cancels the reservation; you are asked for a cancellation reason.
• No Show – marks the customer as not having arrived.
• Hand Over Vehicle – records the pick-up and hands the vehicle over.
• Receive Vehicle – records the return.
• Complete – marks the reservation as Completed.
• Change status – opens the Set reservation status window, where you can pick any status.

When a reservation is Cancelled, a Cancellation reason field is shown, and you can click it to update the reason.

The Reservation Summary

A summary panel on the right shows the key facts at a glance: Status, Cancellation reason (when cancelled), Customer, From date, To date, Days, Pick-up, Drop-off, Vehicle(s), Vehicles subtotal, Extras subtotal, Protection subtotal, Tax total, Return charges, Grand total, Paid, Refunded, and Due. Most of these values link straight to the tab where you edit them.

How to edit a reservation

1. Open Reservations and click the reservation to edit.
2. Open the relevant tab – for example Details for dates and locations, Customer & Driver(s) for drivers, or Price for pricing and discount.
3. Make your changes.
4. Click Save at the top of the page.

What happens next

• Your changes are saved and a confirmation message is shown.
• Status changes take effect immediately and update the colour shown in the reservations list.
• When you hand over or receive a vehicle, the status description updates to reflect where the rental is in its lifecycle.

Important behavior and special cases

• Cancelling a reservation requires a cancellation reason.
• The cancellation reason can only be changed while a reservation is Cancelled.
• The quick status buttons appear or hide depending on the current status, so only actions that make sense for that reservation are offered.
• Users without permission to manage reservations see the page read-only and cannot save changes.