Help Center / Managing Bookings
Managing Bookings
Create, modify, and manage customer reservations
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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.
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Creating a Booking - Manual Reservations
Step-by-step guide to creating manual bookings in RecSystems. Book for phone orders, walk-ins, and special requests.
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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.
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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.
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Cancellations & Refunds - Handle Booking Cancellations
Learn how to cancel bookings and process refunds in RecSystems. Handle customer cancellations, refund policies, and vouchers.
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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.
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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.
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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.
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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.
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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.