How to create a new booking?

Pre-requisites: 1. Vehicle added and is active in the Fleet Inventory 2. Vehicle Group added and is active in the Groups & Price page

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.

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: Let the Billing Type be 'One Time' which is the default. Click on the 'Create Quote' button to continue.

choose-billing-type-and-create-quote

Step 8: A Quote will now be created. Click on the 'Pay & Confirm' button to continue.

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Step 9: Here you need to select a payment method to confirm the booking. If you'd like to confirm the booking without adding a payment method at this time then click on 'Pay On Collection'.

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

Step 10: Click on the 'Pay On Collection' button to confirm the booking. You can add the payment to the invoice under 'Billing' later on.

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

Step 11: The Quote will now turn into a Confirmed booking and display the Booking Management page. 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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