Onboarding

Create your first booking

Owner: Product – Onboarding Β· Last reviewed 2026-01-21 Β· Review every 90 days

Time to complete
12 minutes
Product version
0.1.0

TL;DR

  • Turn a customer request into a confirmed booking.
  • Review dates, vehicle, and pricing before confirming.
  • Send the confirmation so the customer knows what is booked.

Steps

Step 1

Start a new booking

Go to Sales β†’ Bookings and start a new booking. Choose the program that matches the booking if needed.

Step 2

Add trip details

Enter pickup and return dates, assign the branch, and select the customer you created earlier.

Step 3

Select vehicle and pricing

Pick the vehicle or category, review the pricing, and add any extras or discounts needed.

Step 4

Collect payment and confirm

Review the details, confirm the booking, and send the confirmation to the customer.

Validate your work

  • The booking appears in the list with the expected status.
  • Dates, vehicle, and pricing are correct.
  • The customer receives the confirmation.

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