BRM2.0 Help

Reservations 21

• 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

Customers 15

• Managing customer records 'layer'
• Finding a Customer's Reservations
• Customers List Panel
• Using a Customer (from list panel) to create a new Reservation
• Postcode Lookup with Loqate

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Inventory within Reservations 2

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

Financials & Pricing 12

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

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Maintenance - The Basics 9

• Maintenance - overview
• Service recording - fixing a broken item
• Using BRM to take service bookings
• recording a safety check
• Viewing item service history

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Maintenance - Advanced 5

• Handsfree mode
• Automated service recording (handsfree mode)
• Service Point depletion factors
• maintenance / mechanic reservation
• Maintenance Prep. List

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

View all 10

Printing, Waivers, Disclaimers, Receipts, Invoices 10

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

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Advice and Recommendations 22

• Hardware Requirements for running BRM
• Left hand menu
• tips for using BRM on a tablet
• saving your preferences
• Blocker bookings

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Communication 8

• 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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Extras 2

• Defining which extras are using in a rental
• Applying Add-Ons (Reservation Level Extras)

Barcodes 2

• barcode commands
• Getting labels printed by BRM....

Reservation Types 2

• Using Multiple Reservation Types
• selecting the reservation type of your reservations

Delivery 5

• Delivery Management
• Applying discounts on delivery fees
• Delivery Fields
• What is 'a delivery' in the system?
• Defining delivery addresses

Advanced Reservation Features 2.0 24

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

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Analysis & Reporting 7

• Graphs and Transactions in 2.0
• Exporting data from BRM
• deeper analysis using spreadsheets (and pivot tables)
• Google Analytics
• Graphing your rentals

View all 7

Problem Solving 8

• Problem Solving - 'undo' progress reservation
• Reservation Stages - a closer look
• Problem Solving - how can my item not be available when it is not reserved?
• Problem Solving - can't find my reservation
• Problems logging in

View all 8