How to create a zero-cost 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.
click-create-bookings-tab-coastr

Step 2: Select a pick-up location, pick-up date & time, drop-off date & time, and select test/courtesy option, then click on the 'Search' button.
select-date-range-test-courtesy-booking-coastr

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.
click-plus-and-select-continue

Step 4: You will see the available add-ons now. These are optional. Click on the 'Continue' button.
select-add-ons-and-click-confirm-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.
select-customer-existing

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 or choose from other options as required if you're creating a booking for a longer duration.

Step 8: Click on the 'Create Quote' button to continue.

choose-billing-type-and-create-quote

Step 9: A zero-cost quote will now be created. The quote will display a disclaimer that this is a zero-charge booking. You can also add a custom note if required. Click on the 'Confirm' button to continue.
test-courtesy-booking-quote-created-coastr

Step 10: Since there is no payment to record, 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 zero-cost booking. Use the Coastr for Partners mobile app now to do the vehicle check-out and start the booking as usual.
click-confirm-to-confirm-booking

Step 11: If you open the invoice, the status will display as PAID and it will also show the disclaimer that this is a zero-charge booking. If any custom note was added on the quote then this will also be displayed below the disclaimer on the invoice.

invoice-paid-automatically

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

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