How to set up Rentals For Self-Service

Go to Administration

Click Rentals
Click Rental Types

*** Before editing the settings for your Rentals on Self Service make sure you have already created your Rental type and Rate.

Click on the pencil icon to open a rental type.

Self-Booking Access: Did you want clients to be able to book the rental type through Self-Service if there is space?

Venues: Which resources can be booked using this Rental Type?

Rental Rate: What is the Rental Rate attached to this type?

Rental Plan(s): What are the rental plans attached to this type?

Client Eligibility: Determines if the client must have a membership to book this rental

Click Save when you have made the necessary changes.

Registration ends before event: determines how close to the start time a booking can still be made

Minimum and maximum rental duration: determines the shorts and longest a rental can be.

Click Administration

Click Rentals
Click Rental Rates

Click the pencil icon for the rate you want to put on self service

Click Billing

When Renting multiple resources: choose whether you want to charge a flat rate across multiple resources or charge a fee per resource booked.

Number of items: determines what the invoice will look like.

Billing: Does the client need to pay for the rental in full, make a deposit or not required to make a payment at the time of booking?

Click Save & Next to save your changes.

Click Administration

Click Rentals

Click Rental Plans

Click the pencil icon for the plan you want to use on self service.

Selling Online: choose whether this plan is available for purchase on self service

Members Only: by checking this box, only clients with active memberships can purchase this rental plan

This section will show you how to set up self service specific settings.

Click Administration

Click Self Service
Click Preferences

Check the box to enable your self-service site. To learn more about self service settings go to Self-Service in the New EZFacility Experience

Check the box next to Allow users to book rentals online
Click on Configure default rental settings

Visible Range: This determines how far into the future a client can see to book a rental
Default Cutoff Times: This setting determines how long a rental is in the shopping cart while a client checks out. Once they reach this limit their rental will expire.
Click Save.

Make sure rental plans and book rental are checked on in order to see rentals on self service.

You can now go to your self service link to see your rentals.