Customer

Linking reservations to client / customer records
Linking reservations to client records When you make a reservation you are going to want to link it to a customer record. We say linking because they rea...
Wed, 18 Nov, 2020 at 5:41 PM
Electronic Signatures on your waivers
'Beam' to tablet to collect a signature The waiver is a crucial part of rental, but it actually has many purposes: colle...
Thu, 27 May, 2021 at 3:28 PM
collecting electronic signatures via email
You may want to collect electronic signatures from your customers via email - without having to meet them in person at all. Of course, you will have t...
Thu, 27 May, 2021 at 3:29 PM
Customer record per rental item
Client detail per rental item Some rental industries, particularly Snow & Ski, demand that you keep detailed customer records, not per reservation, bu...
Tue, 2 Jun, 2020 at 1:49 PM
Group 'tag'
A single reservation has the constraint that all assets within it must be booked for the same dates. But imagine you have a group of people making an advan...
Tue, 26 May, 2020 at 3:38 PM
Swap customer
Swapping a customer on the Reservation Detail Panel (RDP) couldn't be easier.  Click on the swap icon at the top of the RDP next to the customer na...
Wed, 11 Nov, 2020 at 5:21 PM