How to Add a Rental to Your Calendar in Resource View

Select Add Reservation or click on a time and resource where you would like your session to begin.

1. Schedule type:  Change to Rental

2. Venue(s): select the venue you want the session to be held on

   ***this is an optional field if you are selecting an instructor

3. Instructor(s): select the instructor who is teaching this rental

   ***this is an optional field if you are just scheduling a rental on a venue line

4. Rental Type: choose your rental type from the drop-down

5. Title: you can customize the title of this specific rental. It will be seen by both admins and clients.

1. Start and End date: this is the day the rental is happening
2. Start and end time: type in the start and end time of the rental.
3. Pre-buffer and Post-buffer times: you can use the default buffer times set in the rental type or customize the buffer times here.
4. ***buffer times will block your schedule before and after a rental. This will allow you to set up or clean up before and after a rental.

1. Notes: add any internal notes for this rental
2. Click Save

Search for the client who is booking the rental in the search bar or select their name in the results list.

Either select an existing rental plan, or sell the client a new rental plan.
Click Book Rental.

Select the rental rate for this rental.

1. Discount: Add a percentage, amount or coupon code to the rental booking.
2. Revenue Category: If a revenue category is connected to the rental type it will show or you can choose from the drop-down.
3. Taxes applied: If taxes are turned on for your system you can choose to include them in the billing.
4. Default Invoice Option: Choose what type of invoice you would like to create for the client.
5. Click Pay Now

Choose if you would like to pay now or later.

See the created rentals on the calendar with the pre- and post- buffer times included.