Booking statuses explained

Every booking moves through a lifecycle, and its status badge tells you where it is, from first being reserved to the rental being wrapped up.

Where to find it

The status badge appears on the booking's own page, and in the Bookings list on a phone. On a computer, the calendar colours the booking's bar instead (see below).

How it works

Behind the scenes there are seven statuses. Two of them share a label on screen.

• Pending (pending) — the booking exists and is waiting for you to confirm it.
• Pending (pending_payment, shown in blue) — waiting on payment. A held quote sits here until the customer pays.
• Confirmed — the booking is locked in.
• Active — the customer has picked up the equipment and the rental is in progress.
• Returned (completed) — the rental is finished and the equipment is back. Money such as a deposit may still be settling.
• Cancelled — the booking was voided, by the customer or by staff.
• Expired — the hold ran out before the customer finished paying, so the dates were released.

What the calendar colours mean

On the Bookings calendar, a bar's colour shows where the booking sits in time, not whether it is paid:

• Upcoming (purple) — pickup is still ahead.
• In Progress (blue) — picked up and not yet due back.
• Needs Attention (red) — pickup time has passed and it was never started, or it is past its return time and still out.
• Completed (green) — finished.
• Cancelled/Expired (gray).
• Quote (brown) — an open quote holding the gear until the customer pays.
• Practice bookings show pink with a dashed border, whatever their status.

Example

A customer books a boat online but their card fails at checkout, so the booking sits as Pending. If they never fix the payment, the hold eventually becomes Expired and the dates open back up for someone else.

Good to know

• You move a booking between statuses with the buttons on its page, not by editing the badge. See Moving a booking through its lifecycle. Starting a rental has its own payment check, covered in Starting a rental.
• A cancelled or expired booking releases its items back into your available inventory.