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Navigating reservations

  • Updated

Introduction

Learn to navigate around the reservations page and manage your guest's reservation.

  • From the main menu on the left, select the Reservations tab to display all reservations

  • You are presented a list of reservations, at the top you can choose from Current & Upcoming, Returned, and Cancelled reservations

  • To view a specific reservation click on the blue ID number on the left, this takes you to the Reservation page

 

Reservation Details // Pricing Breakdown // Deposits, Protection, and Roadside assistance// Destination & Mileage

 

  • In the image below you see where the reservation details are, the pricing breakdown, and where to pay the deposit and remainder of the balance
  • Below you also see where to toggle insurance, add drivers, and enable roadside assistance; all from the reservation page.
  • The last highlighted area in the lower right is where you would view the answers to the checkout questions that your renters have answered throughout the checkout flow regarding their destination and estimated mileage usage.

 

Fig1_Navigating_reservations.jpeg

Fig1_Reservation page overview

 

Tabs at the bottom of the reservation page

 
Fig2_Navigating_reservations.jpeg

Fig2_Reservation page, tabs on the bottom of the page

 

Activity

This is where you communicate with your renter, this is your email built in to Wheelbase

 

Transactions

  • You'll see the transaction history for the reservation
  • To the right select the gear icon if you need to refund a particular charge or transaction

Fig3_Navigation_reservation.jpeg

Fig3_Reservation page> transaction tab showing selecting the wheel icon to issue a refund

 

Verified Drivers

  • See all verified drivers for this reservation

  • Click the green "Add a new driver" button to add more drivers

 

Calendar

  • You can view the month and see all reservations for this vehicle

  • You can click on a different reservation in the calendar and be taken to that reservation's page

 

Notes

  • Here you can add various internal notes to this reservation

  • The drop down box allows you to color code the notes

 

Documents & Files

  • Add files and documents to a specific reservation by selecting the Add file button
  • Email them or print them by selecting the email or printer icon button
  • Upload new documents by dragging and dropping them or click on "add files" 
  • A copy of the electronic signature once signed by the guest will be stored here as well