Reservety Help
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Order Actions & Booking Management
With reservety you can take manual/phone/point of rental orders and edit orders by adding or removing items and bookings dates and times, you can record multiple transactions, either online or at the point of rental and you can also charge for late fees or damaged equipment and allow you customers agreement of digital waivers.
Reservety also allow waivers to be agreed at equipment handover. Read more about this here
1 Accepting Order
Reservety allows you to approve or disapprove an order before you can start processing it!
1. Go to Orders
Go to Orders section by clicking on Orders > Order.
2. Select Your Order
In order section, select the order you want to manage and click on it to proceed to the order management page.
3. Change Order Status
Until the order status is changed from the current status to ‘Processing’ the inventory is not assigned to the order. That means the order will be due for processing.
2 Edit/Modify Order
Reservety allows you to make quick changes to order like change ordered items, change dates from this order management area.
1. Repeat Steps Above
Repeat step 1
Repeat Step 2
3. Order Action
Go to the order management page and click on the order actions button. Then click on edit order.
4. Edit Items
Click the current item by clicking on the ‘edit option’ on the top of the item.
To edit customer details click on the ‘Add or Edit Customer’
To change the order date click on ‘Global dates’
5. Add New Items to Order
To add the new item, search for additional items from the search for a product box.
Note: Make sure all the items have the same booking date to be added
6. Remove or Delete Items
To remove items from an order, click the ‘x’ icon
7. Save Order
Finally, Save.
3 Ask Payments for Order
Reservety allows you to make quick changes to order like change ordered items, change dates from this order management area.
1. Go to Order Page
2. Order Action
Click on order action and click on ‘send email with details’.
3. Wait for Customer to Make Payment
Wait for the customer to make payment. The customer will receive an email to make a payment link. On clicking they will be redirected to the payment page where they will also be required to accept the terms and conditions/waiver/
4 Record Payments
Reservety offers you a quick way to record cash or cheque payments for email, phone, or in-store orders. Follow these quick steps below.
1. Go to the Order Management Page
Wait for the customer to make payment. The customer will receive an email to make a payment link. On clicking they will be redirected to the payment page.
2. Go to Transaction Section
Scroll down to the bottom of the order page to reach the transactional area.
3. Add Amount
Add the amount in the record payment section. You can also refund an amount down in the below section.
4. Choose Transaction Type
To the right of the ‘Add Amount’ field choose the transaction type – cash, cheque, BCS, account, COD, manual credit card, or account funds.
