Add a Reservation Checklist to each booking so users can double check what equipment is included in their reservation.
Generate the Checklist when preparing the equipment for Check-out, to make sure you have all the gear you need. Or use the list when you're bringing the gear back, to make sure everything is returned.
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Go to Settings in the bottom left corner of your screen
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Go to Templates
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Click on the Reservation Checklist template and click Preview to see what our ready-to-use checklist looks like
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If you need to make any adjustments, click Clone
Customizing the Reservation Checklist
Now that you've cloned the template, you're ready to start editing!
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Update the template name to something more descriptive
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Choose on which level this template should be available (Reservations, Check-outs or Contacts)
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Choose the Paper size in case you might want to print the agreement later on
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Choose the Layout of the agreement
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Choose to require an electronic signature when the PDF is generated. This is ideal when you want your team members to formally sign a document that equipment is left in their care.
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If you want to insert any other information, for example, a custom field you created earlier, click Insert placeholder
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Click Preview to see the result, make sure the template is turned on, and be sure to click Save
Generating a PDF document for a Reservation
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Go to a Reservation you want to have the Checklist for
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Next, click the Contact for whom you want to generate the Contact PDF agreement
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Click Actions, next click Generate PDF...
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Select the template you need and click Generate
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You might have to add an electronic signature (depends on how the selected Reservation Checklist template is configured)
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Once the Checklist is generated, it will be automatically added as an Attachment to the Contact and appear in the history timeline on the right side.
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Click on the PDF to download or print it
