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Using a Reservation Checklist

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. 

  • Navigate to Settings in the bottom left corner of your screen and click Templates.  

 

  • Click on the Reservation Checklist template and click Preview to see what our ready-to-use checklist looks like

  • 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! 

  • Update the template name to something more descriptive.

  • Choose the Paper size in case you might want to print the agreement later on.

  • Choose the Layout of the agreement (Portrait or Landscape). 

  • 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.

  • If you want to insert any other information, for example, a custom field you created earlier, click Insert placeholder.

  • 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

  • Click on a Reservation you want to have the Checklist for.

 

  • Next, click Actions and then Generate PDF.


 

  • Select the template you need and click Generate

 

  • You might have to add an electronic signature (depends on how the selected Reservation Checklist template is configured).

  • 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. Additionally, you can also review the email PDF that was generated for the reservation. 

  • Click on the PDF to download or print it.