Bookings
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      How to create a new booking?

      Pre-requisites: 1. Vehicles added and is active in the Fleet Inventory 2. Vehicle Groups created and is active in the 'Groups & Price' tab

      Step 1: Go to the Bookings page and then click on the 'Create' button on the Car and Van Rental Software.

      click-create-bookings-tab-coastr


      Step 2: Select a pick-up location, pick-up date & time, drop-off date & time, and then click on the 'Search' button. 

      fill-in-booking-details-and-click-search


      Step 3: You will see the available vehicle groups now. Click on the '+' against Vehicles Required to select a vehicle from the group and then click on the 'Continue' button.

       

      select-vehicle-and-click-on-cotinue-coastr


      Step 4: You will see the available add-ons now. These are optional. Click on the 'Continue' button. 

      select-add-ons-and-click-continue-coastr 

      Step 5: Search for an existing customer by typing their name or email address in the 'Search for Customer' field. See next step to add a new customer. 

      if-existing-customer-select-customer

       

      Step 6: To add a new customer, click on 'New Customer' and then enter the Customer Details (First Name, Last Name, Postal Address, Phone Number, and Email Address are mandatory. Driving License Number, Licence Issued By, Driving Licence Expiry Date and Licence Image are optional). Once these details are added, click on the 'Save' button. 

      new-customer-details-to-enter-and-save-coastr


      Step 7: Select the Billing Type of your choice. Click on the 'Create Quote' button to continue. 

      choose-billing-type-and-create-quote


      Step 8: A Quote is created based on your selection. At this point you can

      1. Edit the quote, to edit the price.
      2. Apply discounts, to the customer.

        Click on the 'Pay & Confirm' button to continue. 

      click-pay-and-confirm-to-select-payment-option-coastr

       

      Step 9:  Here you need to select a payment method to confirm the booking. You have the option to select "Use & Pay" or "Pay & Use". You can disable the payment options which you don't use from the settings. Select the desires payment option.


      pay-on-collection-if-payment-collected-later

       

      Step 10:  Click on the 'Pay On Collection' button to confirm the booking for this payment method. 

      click-pay-on-collection-to-confirm-booking

       

      Step 11: The Quote will now turn into a Confirmed booking and display the Booking details. The Booking Summary will show the key booking information.

       

      That's it, you have successfully created a new booking. Use the Coastr for Partners mobile app now to do the vehicle check-out and start the booking. 

      booking-summary-with-order-details-coastr

      If you've any questions or issues, please email support@coastr.com. We're happy to help! 

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