Everything about one booking, in one place
Customer, rental period, shop, line items with their units, notes, and checkout answers all live on the booking's Overview tab.
Where to find it
Bookings → click any booking → Overview tab
Opening a booking takes you to one page with everything about that rental: who booked it, what they rented, when, which shop it comes from, and any notes your team has left.
Where to find it
Bookings → click a booking (on a computer, click its bar on the calendar) → you land on the Overview tab. Customer names anywhere on bookings are links to that customer's profile.
How it works
- Customer — name (a link to their profile), email and phone. View profile, Edit, Resend confirmation, Send receipt and Send email sit under the name. Edit is only available while the booking is pending, confirmed, or in progress.
- Rental Period — pickup and return date and time. Edit changes the price the same way rescheduling does.
- Shop — only appears if you run two or more shops. It shows which shop the booking collects from. Click Change shop, pick the new one, and Review change shows what will happen first: the items must be free at the new shop, and if its tax rate is different you see the new total before anything changes. Nothing is charged or refunded automatically, and the customer is not told, so let them know the new pickup address yourself. You can only change the shop while the booking is pending, pending payment, or confirmed. See Running more than one shop.
- Line Items — every item on the booking with quantity, dates and price. Edit changes items, quantities and prices; the plus button adds an item. If you track individual units for an item, a unit dropdown sits right beside the item name. Picking a unit saves straight away, with no need to press Save for the whole card. Leave it empty if you will decide at the counter.
- Early unit returns — only shows on a booking that is in progress and has units assigned. Mark one unit as back before the rest of the booking is returned, so it can be rented again from that moment. It does not change the price. For finishing early or refunding unused days, see Early returns.
- Notes — free text for your own team. Customers never see it.
- Review — tick when the customer has left you a review.
- Smart lock door code — if you use a smart-lock integration, the code for this rental shows here.
- Delivery and Checkout responses — delivery runs for this booking, and whatever the customer filled in or signed at checkout. Checkout responses are read-only.
Example
A customer rented two of the same dirt bike and you want specific bikes out. In Line Items, open the dropdown next to the bike's name and pick the unit. It saves as soon as you choose.
Good to know
- If you raise the total on a booking that was already paid in full (by editing items, quantities, a price, or the dates), Renta asks once what to do with the new amount owed. You can charge the saved card or leave it as a balance due. A lowered total offers a refund instead. Nothing is charged until you choose.
- Quotes that are still open show a brown Quote chip next to the booking, linking to the quote. See Quotes.
- Payment history and signed waivers live on a separate tab. See Payment history and signed documents on a booking.
- The buttons across the top of the page (Confirm, Start, Finish and so on) are covered in Moving a booking through its lifecycle.
Related articles
- Finding a bookingOn a computer, search above the availability calendar to jump to a booking; on a phone, search and filter a list by status.
- Common questions: refundsQuick answers on sending money back to a customer, why a refund has not gone out yet, how much you can refund, what happens to Renta's fee, gift cards and cash, and the difference between refunding and releasing a deposit.
- Booking statuses explainedWhat the status badges mean (Pending, Confirmed, Active, Returned, Cancelled, Expired), and what the calendar colours mean.
- The change log on a bookingA running, read-only history of every edit, refund, and status change made to one booking.
- Writing off an unpaid balanceMark a stuck, unpaid balance as uncollectible instead of chasing it forever.
Still stuck? Ask the chat.
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