Confirming a Booking
Last updated
Last updated
During the confirmation process you can either approve the booking or ultimately decline the booking and stating a reason why it was declined.
To confirm a booking, navigate to a booking with the status of Pending Request and click on the Confirm Booking button.
At any point in time, you are able to click on Decline at the top right of the Confirm booking process. This is used if you decline the booking or want to cancel it based on your screening criteria.
When you click on Confirm Booking, you land on the Asset page.
This screen allows you to confirm the particular vehicle you want to assign to the customer. Alternatively, you can change the asset by clicking the Change button.
Once you are happy with the assigned asset, click Confirm to continue.
The licence section allows you to manually upload a driver's licence or request a licence from the Primary Driver. This step is optional and you are able to skip this step to complete at a later stage or send an email requesting the licence be supplied digitally by the primary driver.
If you wish to add a licence, click on the Add Licence box and a pop-up will show, allowing you to enter the details accordingly. Once added, click Save & Continue. Alternatively, if you haven't added a licence, click on Skip Licence.
The Payment section allows you to request a payment method to be added by the customer digitally or you can manually enter the credit card details of the customer.
Once added, select the card and you can click Save and Continue. No charges will be made against the card at this stage.
The summary screen outlines the steps completed and highlights any steps that might have been missed or skipped.
Once you click confirm the asset/vehicle in a Reserved status. It will also put the booking in a Confirmed status which indicates the booking has been accepted and you are waiting for the customer to pick up the asset at the appointed date/time/location.
The Confirmation screen shows when the booking is confirmed. From here you can navigate away or proceed to Activate the booking.
