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How to guides
Step-by-step guides on best practices for using the Coastr platform and Mobile apps.
Bookings
- How to create a booking for a business customer
- How to create multiple bookings
- How to update a booking?
- 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?
- How to auto-renew a Flex booking?
- How to add PO number to individual customer booking?
- How to decline a booking from booking website?
- How to add a discount to a quote and an invoice?
- How to view the source of a booking or a quote?
- How to change the frog diagram of a vehicle?
- How to create a new booking?
- How to create a Flex booking?
- 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 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 early terminate a booking?
- How to terminate a vehicle from a multi-vehicle booking?
- How to create a zero-cost booking?
- How to change billing type during booking?
- How to add PO number for business customer?
- How to extend a booking
- Resources for managing bookings offline
Customers
- 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?
- 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?
Fleet
- 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?
- How to add vehicle size for a fleet in inventory?
- How to reassign the vehicle in the vehicle scheduler?
- How to change/correct the mileage in case of error?
- How to view the booking history or task history for a vehicle in the fleet inventory?
- How to upload a PCO vehicle using the bulk upload CSV for UK vehicles?
- How to view the vehicles connected with Smartcar?
- How to set up Smartcar vehicle integration?
- 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 Bulk Upload Vehicles to Fleet Inventory?
- How to view/download the Vehicle Expense History?
- How to capture different fuel types?
Telematics & Immobilsation
Vehicle Scheduler
Damages, Service and Repairs
Billing and Invoices
- 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?
- How to assign distinct PO numbers to each invoice generated under a single booking?
- How to apply a discount to a draft invoice?
- 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?
Reports
- How to download a CSV extract of the Invoices?
- How to download the Future Rental Report?
- How To View Vehicle Driving History
- 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 create a custom CSV template for invoices?
Websites
Settings
- How to create new add-ons
- How to add or update organisation?
- How to add a user
- How to enable the Vehicle walk-around checks?
- 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?
- How to enable vehicle group specific tax?
- How to show details on quote?
- How to disable booking questions on quote PDF?
- How to show the ‘Actual Vehicle Pick-up / Drop-off’ details on Agreements.
- How to add the ACRISS code for an add-on?
- How to add a location code for service locations?
- How to make the protection plan mandatory for PCO bookings?
- How to show VAT inclusive pricing on booking website?
- How to make address non-mandatory while booking?
- How to allow vehicle drop off on closed days?
- How to add organisation cancellation charges and refund rules?
- How to create a custom subscription or contract hire agreement?
- How to update the field name in the Subscription or Contract Hire Agreement?
- How to use the Configuration Centre in Settings to configure settings on the Vehicle Scheduler?
- How to use the Configuration Centre in Settings to configure settings on the Service Module?
- How to edit email subject lines using the Email Settings?
- How to view and edit System-default add-ons?
- How to add or update the Company details in Settings?
- How can a customer request for their account deletion?
- How to set up 'Pay on Collection' for website bookings?
- 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?
- 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 configure the Vehicle Handover questions?
- How to set up taxes or add multiple taxes and taxes with subdivisions?
Coastr for Partners Mobile App
- How to view fuel recorded during vehicle check-in on the Coastr mobile App?
- How to capture signatures for an Additional Driver?
- How to start a booking with 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 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?
Troubleshooting
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
- How to hide vehicle groups on the website and mobile app?
- How to add the ACRISS code for a vehicle group?
- How to create a protection plan and link to a vehicle group?