How to create a booking for a business customer

1. Select 'Bookings' from left side menu on the Car and Van Rental Software.

2. Select 'CREATE' to add a new booking.

3. Select all necessary details related to the business customer booking such as Pick-up location and time.

4. Select 'Customer Type' and choose 'Business'

5. Select either a group from the list or select a particular vehicle by expanding the group tab and select  the number of vehicles needed.

Press CONTINUE when done.

6. Select any additional add ons you would like to be added with your chosen vehicle, Press CONTINUE to carry on with booking.

7.This is where the driver is automatically set from your business information if you have two or more drivers you can select the driver here.  Press CREATE QUOTE tab.

8. Select 'PAY AND CONFIRM' to proceed to booking payment. There is also an option to print the quote print if required or you can send a copy of the quote via email.  

9. Select a payment option as requested by the customer to confirm the booking and select 'SAVE' or 'PROCEED'.

Go onto the Coastr app on mobile phone or Ipad.

1. On the bottom right click the bookings, Click on the tab under delivery/ pick up.

Select the booking to start the checks.

2. Click the start checks button

3. Add any damages or existing damages, press Proceed.

4.Fill out if there is any interior damage Next to proceed.

5.  check the accessories are correct.

6. Enter car mileage and  the fuel amount click PROCEED

7. Capture the inspection images of the vehicle if applicable.

8. Read the terms and conditions tick the box to confirm,  capture customer signature and rental operator signature.

9. Click the yellow 'START BOOKING' button to start the booking. Successfully checked you should receive a confirmation  email to confirm your booking has been booked.