Overview of Creating a Booking

Overview of Creating a Booking

The Create Booking flow allows admins to manually create bookings for customers directly from the Appointments or Calendar view. Admin-created bookings provide complete flexibility — enabling bookings outside configured business or listing constraints.

This means you can:

Create bookings outside business operating hours.
Set any start and end time, even if the time selector is disabled.
Create bookings for any duration, regardless of fixed durations defined on listings.
Bypass minimum and maximum booking durations, minimum scheduling notice, and maximum advance window.
Still respect pre-buffer and post-buffer time slots when checking availability.

Example: If a listing’s default rental time is 9 AM–11 PM and the time selector is disabled, you can still create a booking from 7 AM–1 PM. Similarly, if fixed durations are 4 hours or 1 day, you can still book it for 2 hours or 2 days manually.

This gives admins flexibility for exceptions while maintaining operational safety.

Key Benefits of Creating a Booking

Speed to Schedule: Create directly from Appointments or Calendar to handle requests quickly.
Flexible: Admins can set custom start/end even when listings use fixed durations or disabled time selectors.
Protection Against Conflicts: Buffers and inventory are always enforced to prevent overbooking.
Accurate Pricing & Deposits: Payment Summary reflects configured pricing rules and any security deposit so totals are clear before saving.
Multi‑Listing Support: Add multiple listings—each with its own times and quantities—in a single booking to streamline complex orders.
Immediate Team Visibility: Saved bookings appear right away in Appointments and Calendar for operational coordination.

How to Create a New Booking?

There are two ways to create a booking:

Option 1 — From the Appointments View

Navigate to Calendars → Appointment List View.
Select Rentalsfrom the dropdown.
Click + Create Booking in the top-right corner.
The New Booking screen will open.

Option 2 — From the Calendar View

Go to Calendars → Calendar View.
SelectRentals from the dropdown.
Click + New in the top-right corner of the calendar.
The New Booking screen will appear.

Sections of the Create Booking Form

The booking form includes the following sections:

Customer Information
Listings
Payment Summary
Internal Note
Set Payment Status

Each section is detailed below.

Customer Information

Enter or select the customer making the booking.

Fields:

Select Contact – Search existing contacts or create a new one
- If no record exists, click Add New Contact to create one instantly.
Phone & Email– Automatically fetched from the selected contact.

Listings Section

This is where you select the listing(s) being booked.

Steps to Add a Listing:

Choose the Listing Name from the dropdown.
Select a Variant (if applicable).
Enter the Quantity – The number of units being booked.
Define Start and End Date/Time.
- The time picker appears even if the listing’s time selector is disabled.
- You can choose custom times and durations beyond fixed durations or rental hours.
- While updating or adding new listings to the booking, inventory must be available for the time duration for it to be selectable.
- The Duration auto-calculates based on your selection but can be manually adjusted.
The Listing Total updates automatically with pricing rules and discounts.
The Security Deposit updates automatically if applicable.

Adding Multiple Listings:

Click + Add Listing again to include multiple items in a single booking.
Each listing can have unique start/end times and quantities.
The combined total updates in the final Payment Summary.

Payment Summary

The payment summary consolidates all costs in the booking.

Displayed Fields:

Subtotal – Total of all listings added.
Security Deposit Total – Combined refundable or authorized deposit (if applicable).
Total Amount – The final total before collecting payment.

Internal Notes

Use this section to add contextual notes or record operational details.

Add Internal Note: Add instructions, customer requests, or internal reminders.

Set Booking Status

Before saving, you can choose the initial status for the booking:

Unconfirmed – The booking is recorded but not yet confirmed; useful for tentative rentals.
Booked – The booking is confirmed immediately

This flexibility helps admins manage provisional holds or manually confirmed bookings.

Save and Confirm

Once all fields are complete:

Review customer and listing details.
Click Save Changes.
The booking appears in the Appointments List View

Frequently Asked Questions

Q: Can I create a booking without taking payment right now?
Yes. Save without payment, then open Edit Booking later to collect full balance or deposit.

Q: Why isn’t the deposit appearing in Payment Summary?
Check Global Settings to ensure deposits are enabled and that the variant’s deposit isn’t set to $0.

Q: What happens if my time overlaps a buffer or inventory isn’t available?
You’ll see an error or disabled save. Adjust times to respect buffers or reduce booking to available inventory.

Q: How are multi‑listing bookings priced and shown?
Each listing becomes a separate row with its own pricing and payment state; the booking may show Partially Paid until all rows are paid.

Understanding Listings & Categories
Create & Edit Listings
Configuring Pricing & Discounts
Global Settings in Rentals
Calendar View for Rentals
Overview of Bookings
Editing a Rental Booking

Rentals Calendars - Overview & How to Get Started
Calendar View for Rentals
Guide to the Rentals Private Beta
Overview of Bookings
Editing a Rental Booking
Manage Service Appointments in the Appointment Modal

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