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How do I create a reservation from the Daily Planner?

Tyson Acker avatar
Written by Tyson Acker
Updated over 8 months ago

This article will guide you through how to create a reservation directly from your Daily Planner in RENTALL.

  1. To access the Daily Planner, click on Planner from the sidebar. Note that if the sidebar is closed you can click on the RENTALL icon at the top-left to open the sidebar.

  2. Below is an example of what your Daily Planner may look like. We will walkthrough some of the key features in your Planner.

  3. At the top of the page is a legend of the various colors you may see in your Daily Planner.

  4. Below the color legend are date, vehicle, and location filter options. You can filter by Vehicle Type, Vehicle Make, Vehicle Model, Locations, and Month.

  5. Below the filters is a list of matching vehicles and their availability.

  6. To reserve a vehicle, double-click on an empty cell for the applicable date.

  7. You will be presented with a dialog to select the Start Date, End Date and the vehicle to be reserved.

  8. In the example pictured below, the Chevrolet Spark 004 has been reserved from Saturday, November 2nd at 9am until Sunday, November 3rd at 9am. Click Save to continue.

  9. Click Yes to confirm the reservation.

  10. Finally, you will be presented with the Add New Reservation form to fill in any additional information required for the reservation.

Congratulations! You have successfully created a reservation using your Daily Planner.

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