Help Center / Managing Bookings

Managing Bookings

Create, modify, and manage customer reservations

• Booking Basics: How Reservations Work in RecSystems

  Learn how bookings work in RecSystems. Understand booking status, where bookings come from, and how to manage reservations for your rental business.

• Creating a Booking - Manual Reservations

  Step-by-step guide to creating manual bookings in RecSystems. Book for phone orders, walk-ins, and special requests.

• Changing a Booking - Modify Dates, Units & Add-Ons

  Learn how to modify existing bookings in RecSystems. Change dates, switch units, add extras, and handle price adjustments.

• Booking Strategy - Custom Prices, Splits & Settlement

  Learn how to apply phone-quote prices, collect partial payments, route balances to invoice or house account, and waive balances — all from the Booking Strategy panel on any internal reservation.

• Cancellations & Refunds - Handle Booking Cancellations

  Learn how to cancel bookings and process refunds in RecSystems. Handle customer cancellations, refund policies, and vouchers.

• Check-In & Check-Out - Process Arrivals and Returns

  Learn how to process customer check-ins and equipment returns in RecSystems. Handle arrivals, inspections, and complete the rental cycle.

• Understanding Booking Status

  Learn what each booking status means in RecSystems. From pending to completed, understand the booking lifecycle and available actions at each stage.

• Adding Notes to Bookings - Track Special Requests

  Add notes and track special requests on bookings in RecSystems. Document customer preferences, staff observations, and important information.

• Group & Multi-Unit Bookings - Handle Large Parties

  Learn how to handle group bookings with multiple rental units in RecSystems. Manage large parties, corporate events, and multi-unit reservations.

• Cart Check-In - Multiple Bookings at Once

  Process check-ins for multiple bookings in a single cart. Select bookings, collect balances, and send customers off efficiently.