Managing bookings and rentals

Once your booking or rental is created, you can access it in several ways:

  • from the customer record in the Rentals tab
  • from product records in the Rentals tab
  • from the main Rentals menu
  • from the calendar in the main Rentals menu

In all cases, click on the rental line to preview (right click also gives you access to other options).

The overview of the booking or rental appears:

You will also find documents generated by the rental:

The right side allows you to find details of your rental products.

The tabs also allow you to store or share:

Comments with your team


Links with Sellsy objects (documents, opportunities, support tickets).

A very useful feature if for example you want to store the information requested by email to your support.

A checklist

Files


This article was helpful?