BRM2.0 Help

Reservations & Requests 22

• The Reservations Page - overview
• List VIEW
• Day VIEW
• Hour VIEW
• Reservation Summary Popup (RSP)

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lifecycle tracking 2

• Reservation lifecycle (stages)
• highlighting reservations not fully paid up

Dealing with Change 10

• Adding, Swapping & Removing inventory in a reservation
• swap or add items by barcode (or ID)
• Cancelling a reservation
• How to extend / change Dates & Times of a Reservation
• adding notes to your reservations

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Customer 6

• Linking reservations to client / customer records
• Electronic Signatures on your waivers
• collecting electronic signatures via email
• Customer record per rental item
• Group 'tag'

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Extras 5

• what are extras in BRM?
• Setting up extras
• defining which extras are using in a rental
• Applying Reservation Level Extras
• Setting up Reservation Level Extras

Self Registration and Kiosks 6

• Self-Registration and Kiosk Overview
• Pairing devices with Kiosk Security enabled
• Kiosk Language Parameter
• Public Kiosks Overview
• Setting up a Public Kiosk

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Communication 7

• Emailing a copy of reservation to your customer(s)
• Post Rental Email
• communications tab in Reservation Detail Panel
• email confirmations for online bookings
• How does BRM send emails on your behalf?

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Financials & Pricing 10

• Per Item pricing adjustments
• Financials Tab
• Booking Slots on pricing page
• Billable days and duration
• Adding Transactions

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Printing, Waivers, Disclaimers, Receipts, Invoices 7

• Rental disclaimers (waivers)
• Printing receipts on Thermal Paper
• viewing the history of what has been printed
• Snapshot printing
• Print directly to Windows default printer

View all 7

Inventory within Reservations 2

• linking to underlying inventory
• ​Notes for specific items within your reservation

Reservation Types 3

• Defining Multiple Reservation Types
• Adding and Editing Reservation Types
• selecting the reservation type of your reservations

Delivery 6

• Delivery Management
• Delivery Planning Module
• Applying discounts on delivery fees
• Capture delivery info from online booking
• Delivery Fields

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Advanced Reservation Features 2.0 24

• Discount Codes (vouchers)
• Custom / Quick search
• full audit trail (reservation events)
• allocating Items from Product Lines
• Smart Alerts

View all 24

Deposits 1

• Does BRM handle deposits?