Draft reservations

Draft reservations

One of BRM's key features is the built-in scheduling for your assets within reservations. When you create rental tickets, BRM automatically schedules each asset according to the rental dates. Each asset comes with its own calendar, allowing for precise scheduling and preventing double bookings.

However, in the rental industry, unexpected situations can arise. There may be times when you need to prioritize a customer in front of you, even if there are existing bookings or unavailable assets. In such cases, you can still proceed with the booking using BRM.

Using Draft Reservations in BRM

Draft reservations allow you to save a booking while addressing any issues later. This feature is ideal if you need to raise a support ticket with BRM for assistance or if you need to adjust other reservations. By using draft reservations, you can record the rental ticket and move forward without delay.

It's important to recognize that this approach can carry risks.

When utilizing draft reservations, you are requesting BRM to bypass the standard checks for asset availability. This feature is intended to give you time to resolve any issues, but the reservation will be marked as a draft with a warning triangle indicating there are problems. If you overlook this, you risk creating double bookings, so proceed with extreme caution.

As a technical note, if you view the 'planner' (Admin > Show Planner) for a draft reservation, you will notice that it does not display any dates. This may be due to conflicts with the problematic booking that necessitated the draft. Consequently, the bikes remain available for other reservations.

Example: Show Planner for a Draft Reservation

Difference Between JDI and Draft Reservations

JDI (Just Do It) is a permanent marker on a reservation, indicating that a JDI operation has been applied at some point. This serves as a warning that special circumstances were involved in the booking.

Draft, on the other hand, is a flexible status that can be toggled on or off. A reservation may begin as a draft, but once the underlying issue is resolved—such as a conflicting booking being canceled—the dates can be re-booked, and the draft status will be removed. Essentially, a draft signifies that "we have knowingly NOT attempted to book dates for the items in this reservation," usually due to an issue with one or more of the dates.

Understanding a Draft Booking

In reviewing a draft booking, pay attention to the following indicators of potential issues:

• JDI
  
• DRAFT
  
• Warning Triangle
  
  

When you access the View Planner, you will notice that there is no activity for this item on the specified date, despite the reservation itself having set dates. This situation makes the reservation vulnerable to double-booking, so it's crucial to rebook as soon as possible.

Once the View Planner shows no conflicting reservations, you can click the "Rebook Dates" function (found in the More menu). If no further issues arise, the booking will be converted from a draft status.

How to Rebook Dates (After Resolving an Issue):

See Also

Just Do It mode