Coastr Help Centre

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Coastr Help Centre

How to guides

How to guides

Step-by-step guides on best practices for using the Coastr platform and Mobile apps.

How to use the AutoCharge feature against a booking?

How to update the Branch Operating Hours/Days?

How to auto-renew a TBA booking?

How to create a test-drive booking?

Bookings

How to add an additional driver to In Progress booking?

How to add Charges at the close of booking?

How to use the Use & Pay feature?

How to use the Overbooking feature?

How to create a TBA booking?

How to collect the deposit at the start of the booking?

How to create bookings for VAT/Tax-exempt customers?

How to view pricing summary on the booking website?

How to view the source of a booking or a quote?

How to early terminate a booking?

How to terminate a vehicle from a multi-vehicle booking?

How to create a zero-cost booking?

How to create a new booking?

How to change billing type during booking?

How to add PO number for business customer?

How to change the frog diagram of a vehicle?

How to extend a booking

Resources for managing bookings offline

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?

How to use the ‘Auto Charge’ feature when extending a booking?

How to replace a vehicle without updating the booking?

How to do 'vehicle replacement'?

How to create a Courtesy booking?

See more

Customers

How to sign up on the Customer mobile app for a new account?

How to use the Customer Verification & Approval feature?

How to add an new driver to a business customer?

How to view the Available Credit Balance?

How to add additional details 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 set up a Preferred Invoicing Day for Monthly Bookings?

How to set up a Preferred Invoicing Day for Weekly Bookings?

How to set a vehicle service schedule for business customers?

How to send portal credentials to an individual/business customer?

How to add an Account Manager for a Business Customer?

See more

Fleet

How to create a custom accessories vehicle checklist?

How to activate/deactivate a vehicle?

How to do Fleet Transfer?

How to view and update the vehicle state?

How to do Fleet Movement?

How to capture Fuel Expenses?

How to view the Vehicle Card on Fleet Dashboard for vehicles connected with Smartcar?

How to Bulk Upload Vehicles to Fleet Inventory?

How to view/download the Vehicle Expense History?

How to set up Smartcar vehicle integration?

How to capture different fuel types?

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?

How to add a One-Way Rental fee?

How to enable One-Way Rental on the system?

How to upload images for a vehicle group?

How to set up a vehicle service alert before mileage?

How to mark one or more vehicle damages as 'Fixed' on the system?

How to update the MOT and Tax for a vehicle?

See more

Telematics & Immobilsation

How to add the telemetry device ID (ESN) for a vehicle on Coastr?

How to view and download DTC Alerts?

Coastr - Telematics Installation Guide

How to view vehicle tracking data

How to order a Telematics device or a tracker for your vehicle?

See more

Vehicle Scheduler

How to do a vehicle replacement?

How to Add Notes to a 'Vehicle on Hold'?

How to create a booking from the vehicle scheduler?

Damages, Service and Repairs

How to cancel a single service of a vehicle?

How to create multiple damages from web app?

Billing and Invoices

Save card details via Stripe for recurring invoices and automated billing.

How to record an offline bank payment on an invoice?

How to adjust security deposit against sundry invoices?

How to record the ‘Payment Date’?

How to add notes on an invoice?

How to attach documents in the Sundry Invoice?

How to raise a credit note

How to view the VAT/Tax on Credit Notes?

How to generate 'Consolidated Invoice'?

How to request payment for multiple outstanding invoices?

How to mark multiple invoices as paid at once?

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Reports

How to download the Vehicle Utilisation Report?

How to view and download Vehicle Crash Reports?

How to download the Vehicle Performance Report?

How to view, generate or download the End-of-Day Banking/Payment Report?

How to download a CSV extract of the Invoices?

How To View Vehicle Driving History

How to create a custom CSV template for invoices?

How to download the Future Rental Report?

See more

Websites

How to deactivate/activate a booking website?

How to Pre-Authorization of payments with Stripe?

How to create your website on the Coastr web app?

How to select rental type for the booking website and Mobile App?

Settings

How to set up 'Pay on Collection' payment method for website bookings?

How can a customer request for their account deletion from the customer mobile app?

How to set custom pricing for the delivery & collection add-on?

How to use Editable Email Templates feature?

How to set up Grace Period for Car Share bookings?

How to add or update the Company details in Settings?

Getting Started with Coastr

How to do Pre-Authorization payments using Stripe?

How to add Holiday dates?

How to White-label the Coastr application?

How to upload the Terms and Conditions file?

How to create custom user roles and access policies?

How to change the language on Coastr web app?

How to activate or deactivate an insurance?

How to set up location-based surcharges?

How to add a custom reminder?

How to set up a new Document Type?

How to set up Vehicle Preparation Time?

How to add tax on add-ons?

How to configure the Booking Questions?

How to view and edit System-default add-ons?

How to configure the Vehicle Handover questions?

How to set up taxes or add multiple taxes and taxes with subdivisions?

How to add insurance policy for rentals

How to create new add-ons

How to add or update organisation?

How to add a user

How to create booking questions for an Additional Driver?

How to update the field name in the Rental Agreement?

How to change the field name in the Subscription Agreement?

How to stop taking/receiving bookings for a service location?

How to add payment details on the customer invoice

How to enable booking categories on Web App?

See more

Coastr for Partners Mobile App

How to close a booking from the mobile app?

How to handover vehicle on Coastr for Partners mobile app?

How to collect the security deposit on the Coastr for Partners app?

How to view the Service Mileage on Coastr for Partners mobile app

How to view fuel recorded during vehicle check-in on the Coastr mobile App?

How to upload documents on the Coastr for Partners mobile app?

How to change the language on Coastr for Partners mobile app?

How to search for bookings on the Coastr for Partners mobile app?

How to access the Help Centre from the Coastr mobile app?

How to capture signatures for an Additional Driver?

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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?

How to setup Yield Based Pricing for specific group?

How to create and offer a weekly vehicle subscription plan?

How to add/remove vehicles from the vehicle group?

How to change deposit amount

See more

Rental Agreement

How to show or hide insurance details on the rental agreement?

How to add a Rental Operator signature?

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 monthly vehicle subscription plan/service?

Integrations

How to use the Credas Integration?

Expenses

How to add vehicle expenses?

How to add Add-on expenses?

Asset

What is an Asset and how to add one to the Asset Inventory?

How to create a service for an asset?

How to create a damage for an asset?