Coastr Help Centre
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How to guides
How to guides
Bookings
Customers
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Telematics & Immobilsation
Vehicle Scheduler
Damages, Service and Repairs
Billing and Invoices
Reports
Websites
Settings
Coastr for Partners Mobile App
Troubleshooting
Pricing
Rental Agreement
Dashboard
Notifications
Vehicle Subscription
Integrations
3rd Party Integrations
SAGE Business Cloud
FAQs
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Coastr Help Centre
How to guides
How to guides
Bookings
Customers
Fleet
Telematics & Immobilsation
Vehicle Scheduler
Damages, Service and Repairs
Billing and Invoices
Reports
Websites
Settings
Coastr for Partners Mobile App
Troubleshooting
Pricing
Rental Agreement
Dashboard
Notifications
Vehicle Subscription
Integrations
3rd Party Integrations
SAGE Business Cloud
FAQs
Billing
Customer Support
Videos
Fleet
Support
How to guides
Step-by-step guides on best practices for using the Coastr platform and Mobile apps.
How to use the AutoCharge feature which saves card details against a booking?
How to update or change the Branch Operating Hours/Days in the Settings?
Bookings
How to create a TBA hire/booking?
How to early terminate a booking?
How to use the Overbooking feature?
How to add an additional driver to an In-Progress booking?
How to collect the deposit amount at the start of the booking and not via the website?
How to early terminate a single vehicle from a multi-vehicle booking?
How to create bookings for VAT/Tax-exempt customers?
How to create a zero-cost booking?
How to create a new booking?
Resources for managing bookings offline
How to use the Payable by Invoice (Use & Pay) feature?
How to change billing type/frequency separately during booking creation?
How to view the new side panel showing the pricing summary on the B2B2C Website?
How to view the source of a booking or a quote?
How to extend a booking
How to add Charges at the close of booking?
How to add Purchase Order number for business customer bookings?
How to change the frog diagram of a vehicle?
How to create a booking for a business customer
How to create multiple bookings
How to update a booking?
How to start a booking with mobile app?
How to cancel a booking?
How to update a quote?
See more
Customers
How to use the Customer Verification & Approval feature?
How to add an approved driver to an existing business customer?
How to sign up on the Customer mobile app for a new account?
How to do a DVLA Driving Licence check?
How to view the Available Credit Note Balance & the Credit Notes History for both individual & business customers?
How to add profession and National Insurance number for individual customer?
How to upload multiple business customers
How to add a business customer
How to upload multiple individual customers
How to add a new customer
How to enable Credit Limit for Business Customers?
How to restrict/block access of a customer/driver from the booking website?
See more
Fleet
How to set up Smartcar vehicle integration via the web operational platform?
How to view or download the Vehicle Expense History?
How to capture Fuel Expenses?
How to view the Vehicle Card on Fleet Dashboard for vehicles connected with Smartcar?
How to capture different fuel types for vehicles?
How to activate/deactivate a vehicle in the Fleet Inventory?
How to do Fleet Transfer?
How to do Fleet Movement?
How to Bulk Upload Vehicles to Fleet Inventory?
How to create a custom general and accessories vehicle checklist?
How to view and update the vehicle state?
How to upload multiple vehicles to your fleet
How to add vehicles to the Fleet Inventory?
How to schedule a service for a vehicle?
How to add a virtual vehicle to the fleet inventory?
How to upload images for a vehicle group?
See more
Telematics & Immobilsation
How to add the telemetry device ID (ESN) for a vehicle on the Coastr Web Operational Platform?
Coastr - Telematics Installation Guide
How to order a Telematics device or a tracker for your vehicle?
How to view and download vehicle tracking/trips data in the Reports section?
How to view and download DTC Alerts in the Reports section?
See more
Vehicle Scheduler
How to Add Notes to a 'Vehicle on Hold' in Coastr's Scheduler
How to do a vehicle replacement or vehicle swap on an In Progress booking?
How to create a booking from the vehicle scheduler?
Damages, Service and Repairs
How to cancel a single service or the entire service schedule of a vehicle?
How to create multiple damages from web app?
Billing and Invoices
How to adjust security deposit against sundry invoices?
How to record the ‘Payment Date’ when adding a payment to an invoice?
How to add notes on an invoice?
How to record an offline bank payment on an invoice?
How to save card details via Stripe for recurring invoices and automated billing?
How to attach documents in the Sundry Invoice?
How to raise a credit note
How to view the VAT/Tax breakdown on Credit Notes?
How to generate a Consolidated Invoice?
See more
Reports
How to download the Vehicle Performance Report?
How to download the Vehicle Utilisation Report?
How to create a new custom template for invoices CSV export?
How to view, generate or download the End-of-Day Banking/Payment Report?
How to view and download Vehicle Crash Reports?
How to download a CSV extract of the Invoices?
How To View Vehicle Driving History
How to download the Future Rental Report?
See more
Websites
How to deactivate/activate a booking website?
How will Pre-Authorization of payments with Stripe for B2B2C Website bookings work?
How to create your website on the Coastr web app?
How to select rental type for the B2B2C portals (website and customer mobile app)?
Settings
How to configure the Booking Questions for the web app and the website ?
How to set range-based or distance-based pricing for the delivery & collection add-on and do a booking with one-way delivery/collection?
How to use Editable Email Templates feature?
How to set up 'Pay on Collection' payment method for B2B2C website bookings?
How to upload the Terms and Conditions file/document?
How to create custom user roles and access policies?
How to change the language on the B2B web operational app?
How to add or set up Grace Period for Car Share bookings?
How to add or update the Company Registration Number and the VAT Number in Organisation Settings?
How to enable BACS or SEPA payments?
How to activate or deactivate an insurance?
Getting Started with Coastr
How can a customer request for their account deletion from the customer mobile app?
How to create a new add-on (with/without taxes)?
How to set up location-based surcharges and their taxes?
How to set up taxes or add multiple taxes and taxes with subdivisions?
How to add a custom reminder period on document type and create custom reminders that appear on the Dashboard?
How to do Pre-Authorization payments using Stripe?
How to set up a new Document Type?
How to add Holiday dates?
How to configure the Vehicle Handover questions?
How to set up Vehicle Preparation Time?
How to White-label the Coastr application i.e., customise the Application Theme with your own logo and brand colour?
How to view and edit System-default add-ons?
How to add insurance policy for rentals
How to create new add-ons
How to add an organisation or update details of an existing organisation?
How to add a user
See more
Coastr for Partners Mobile App
How to close a booking from the mobile app?
How to change the language on the B2B Coastr for Partners mobile app?
How to search for bookings on the Coastr for Partners mobile app?
How to collect the security deposit on the Coastr for Partners mobile app?
How to view the fuel level recorded at vehicle check-out during vehicle check-in on the Coastr for Partners (Operator) mobile app?
How to upload an image in the documents section on the Coastr for Partners (Operator) mobile app?
How To View Booking Summary Dashboard, Vehicle Handover Questions and Additional Customer Information On the Mobile App
How to view the Service Mileage on Coastr for Partners mobile app
How to access the Help Centre from the Coastr for Partners mobile app?
See more
Troubleshooting
How to choose a subscription plan to access the Coastr platform?
How to reset your password?
[Unable to log in] - Trouble Shooting
Pricing
How to create a Vehicle Group?
How to activate or deactivate an existing vehicle group?
How to set price rules?
How to activate or deactivate an existing price rule?
How to add Mileage-based Pricing
How do price rules work?
See more
Rental Agreement
How to show or hide insurance details on the rental agreement?
How to add a Rental Operator signature to the Rental Agreement?
How to create a custom Rental Agreement?
Dashboard
How to view the Daily Balance Card?
Notifications
How to view Web app Notifications?
Vehicle Subscription
How to create and offer a vehicle subscription plan/service?
Integrations
How to use the Credas Integration?
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