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Actions Rex Can Take — AI-Powered Operations

7 min read Beginner For Owner, Manager, Staff Updated 1 day ago
Quick Answer
Rex can check in bookings, mark returns, create pricing rules, schedule maintenance, add charges, manage holds, handle waivers, draft emails, and generate reports — always with a preview and your confirmation before executing.

Actions Rex Can Take

Rex isn't just a Q&A bot — it's an operational copilot that can take real actions on your bookings, pricing, fleet, and customers. Every action follows a simple rule: Rex shows you what it will do, and you confirm before it happens.

The Preview-Then-Confirm Flow

Every write action follows this pattern:

  1. You ask — Check in the Garcia family
  2. Rex finds the booking — Shows you the details: customer name, unit, time, any balance due
  3. Rex asks for confirmation — Want me to go ahead?
  4. You confirm — Say yes, go ahead, or do it
  5. Rex executes — Makes the change and tells you what happened and what to do next

If you say no or cancel at step 4, Rex stops and no changes are made.

Booking Operations

Check In Customers

Turn reserved bookings into active rentals. Rex handles balance collection too.

How to ask:

  • Check in the Johnson family
  • Check in the 10am pontoon booking
  • Check in booking abc123

What Rex shows in the preview:

  • Customer name and contact info
  • Unit and rental times
  • Balance due (if any)
  • Payment options: card on file, manual (cash, POS, check), or skip

Example:

You: Check in the Johnson family

Rex: Found Booking #abc123 — Sarah Johnson
     Unit: 24ft Bennington Pontoon
     Time: 10:00am – 4:00pm today
     Balance due: $150.00 (deposit was $150 of $300 total)

     How would you like to handle the balance?
     • Card on file (Visa ending 4242)
     • Manual payment (cash, POS, etc.)
     • Skip for now

You: Card on file

Rex: ✓ Checked in! Sarah Johnson is now rented on the
     24ft Bennington Pontoon. Balance of $150 charged
     to Visa ending 4242.

Mark Bookings as Returned

When a customer brings equipment back, mark the rental complete.

How to ask:

  • Mark the Johnson pontoon as returned
  • The jet ski rental just came back
  • Return the Smith booking

What Rex shows:

  • Customer and unit details
  • Original rental window
  • Whether it's overdue (and by how long)
  • Outstanding balance (if any)
  • Link to the booking page for the inspection report

Add Post-Rental Charges

Add extra charges, damage fees, or fuel charges to a booking.

How to ask:

  • Add $25 fuel charge to the Johnson booking
  • Add $200 damage charge to the jet ski rental
  • Add extra charges of $50 for late return to the Smith booking

What Rex shows:

  • Current charges on the booking
  • New charges being added
  • Total after changes
  • Option to charge the card on file or collect manually

Pricing

Create Pricing Rules

Describe pricing in plain English and Rex creates the rule.

How to ask:

  • Add a 20% weekend surcharge
  • Create a 15% early bird discount for bookings 30+ days out
  • Set up holiday pricing of $50 extra on July 4th

What Rex shows:

  • Rule name and type
  • Modifier (percentage or fixed amount)
  • Which days/dates it applies
  • Example impact on a sample booking

Full pricing details →

Toggle Pricing Rules

Enable or disable existing rules without navigating to the pricing page.

How to ask:

  • Turn off the early bird discount
  • Enable the weekend premium
  • Deactivate the Memorial Day rule

Fleet Management

Schedule Maintenance

Block units for cleaning, repair, inspection, or any downtime.

How to ask:

  • Block the jet ski for maintenance tomorrow
  • Schedule cleaning for the pontoon on Friday
  • Put the UTV in maintenance from March 20 to 22

What Rex shows:

  • Unit name
  • Maintenance dates
  • Any booking conflicts during that window
  • Maintenance type

Check Availability

See which units are available or booked for any date.

How to ask:

  • Is the 24ft pontoon available Saturday?
  • What's available this weekend?
  • Show me fleet status for tomorrow

Full fleet details →

Customer Communication

Draft Customer Emails

Rex drafts an email and gives you a compose page to review, edit, and send.

How to ask:

  • Send a check-in reminder to Sarah Jones
  • Draft a balance reminder for the outstanding $200
  • Message the Garcia family about their pickup time

Rex never sends emails automatically — you always review first. Full email details →

Manage Waivers

Resend waiver links or mark waivers as signed in person.

How to ask:

  • Resend waiver links for the Johnson booking
  • Mark waivers as signed for the Garcia family

Hold Management

Extend or Release Cart Holds

When a customer needs more time to complete checkout, extend their hold. Or release it to free up inventory.

How to ask:

  • Extend the hold for the Smith cart
  • Release the hold on cart abc123

Reports

Generate Downloadable Reports

Get PDF executive summaries, payment CSVs, refund reports, and more.

How to ask:

  • Generate a revenue report for February
  • Give me a payments CSV for last month
  • Create an executive summary for this quarter

Rex generates the report and gives you a download link.

Some sensitive operations are handled through the dashboard for safety. Rex finds the relevant data and gives you a direct link:

Action What Rex Does
Process refunds Shows the refund breakdown (how much from each payment method) and links to the cart page
Cancel bookings Finds the booking and links to the cart page where you can cancel
Settle balances Shows the outstanding balance and links to the cart page for payment collection
Create reservations Checks available timeslots and pricing, then links to the reservation form

Example:

You: Refund the Johnson booking

Rex: Here's the refund breakdown for Booking #abc123:
     Total paid: $300.00
     • $200.00 charged to Visa ending 4242
     • $100.00 from Gift Card GC-789

     Refund would reverse in this order:
     1. $100.00 → Gift Card GC-789
     2. $200.00 → Visa ending 4242

     Process the refund here: [View Cart →]

Tips for Actions

Include Identifying Details

Help Rex find the right booking:

  • Customer name: Check in Johnson
  • Unit name: Return the jet ski
  • Booking ID: Look up booking abc123

Combine Actions

You can take multiple actions in sequence:

  1. Show me today's arrivals
  2. Check in the first one
  3. Now draft them a welcome email

Check the Preview

Always review the preview before confirming — verify the right customer, unit, and amounts.

Frequently Asked Questions

Does Rex make changes without asking me?
Never. Rex always shows a preview of the action and waits for you to say "yes" or "go ahead" before making any changes. You stay in full control.
Can Rex process refunds?
Rex can look up the refund details and show you the breakdown, but refunds are processed through the booking page for safety. Rex gives you a direct link.
Can Rex cancel bookings?
Similar to refunds, Rex finds the booking and provides a link to the cart page where you can cancel. Rex does not cancel bookings directly.
What if I change my mind after Rex shows the preview?
Just say "no" or "cancel" and Rex will acknowledge and move on. No changes are made.