General information

The General information tab contains all the key details about a booking.

Here you can:

— fill in details for a new booking

— update information for an existing one

Information is divided into blocks:

• Rental terms

• Customer

• Vehicle pick-up

• Vehicle drop-off

• Extras

• Documents

• Payments

• Calculation

Rental terms

Enter the main booking details:

• Responsible manager — select a staff member from the list (set up in the Employees section)

• Booking status — the current stage of the rental

• Rental period — start and end date and time

• Vehicle — click

to select a vehicle from the fleet.

If the booking already exists, you’ll see an edit icon

next to the Vehicle field, allowing you to change the selection.

A view icon

will also appear, which opens the page of the selected vehicle.

Internal ID — a reference number used in the contract and voucher.
External ID — the booking number from an external system or partner. If the booking comes from a marketplace or aggregator, this number is filled in automatically and used for data matching.

• Allow rental extension — tick this box if extending the rental is allowed

Customer

The information required in the customer profile depends on the country selected in the Company section.

For most countries, a standard customer profile is used.

In this case, fill in the basic information:

— first and last name

— date of birth

— gender

— contact details (phone numbers, messengers)

— email

— nationality

If required, provide passport details and driver’s license information.

If the customer already exists in your database (section Customers), click the select icon

to choose them from the list.

Add customer

To upload document photos, click Add photo, select the file, and save it.

If the country selected in Company settings is UAE, the system provides three customer types:

Tourist
Resident
GCC National

Before entering the data, select the appropriate customer type. The form will change depending on your selection.

Tourist

For the Tourist type, provide:

Basic information: first name, last name, date of birth, gender, contact details (phone numbers, messengers), email, nationality
Passport: series and number, issuing country, issue date, expiry date

Driver’s license: number, issuing country, issue date, expiry date
International driver’s license: number, issuing country, issue date, expiry date

Resident

For a Resident, provide:

Basic information: first name, last name, date of birth, gender, contact details (phone numbers, messengers), email, nationality
Emirates ID (EID): number and expiry date
Passport: series and number, issuing country, issue date, expiry date
Driver’s license: number, issuing country, issue date, expiry date

GCC National

For a GCC National, provide:

Basic information: first name, last name, date of birth, gender, contact details (phone numbers, messengers), email, nationality
National ID: number, issuing country, issue date, expiry date
Driver’s license: number, issuing country, issue date, expiry date

Vehicle pick-up

Specify details about where, when, and how the vehicle will be handed over to the customer:

• Location — select a pick-up point from those created in the Delivery tab

• Delivery cost — enter an extra fee if delivery occurs outside the company office

• Arrival flight — if the customer arrives by plane, specify the flight number and time

• Address — enter the exact location where the customer will collect the vehicle (for example: Domodedovo Airport, Terminal D, Parking Area 3)

• Comment — any additional details useful during the pick-up process

Vehicle drop-off

Specify where and how the customer should return the vehicle after the rental:

• Location — select a drop-off point

• Delivery cost — if return occurs outside the office, specify the return delivery fee

• Departure flight — if the return is at the airport, specify the flight number and departure time

• Drop-off address — the specific address where the vehicle will be returned

• Comment — any additional notes

Extras

Add additional services to the booking — for example, a child seat, Wi-Fi router, or insurance:

1. Click Add

2. In the pop-up window, select the desired service from the list

3. Specify the price and service dates

4. Click Save

After saving, the extra service will appear in the list and be included in the booking’s final cost calculation.

Documents

Here you can attach all required documents related to the booking.

Documents are grouped by rental stages:

• General — for example, the agreement, passport copies, authorization letters, and other files valid for the entire rental period

• Pick-up — for example, handover reports and vehicle condition photos

• Drop-off — return reports, photos of damages, and other closing documents

How to add a document:

1. Click Add

2. Enter the document name

3. Upload the file from your device

4. Click Save

You can attach multiple documents for each stage. All uploaded files will be available for viewing on the booking page.

Payments

Here you can add all payments related to the booking.

How to add a payment:

1. Click Add

2. Select the payment method: card, cash, or transfer

3. Enter the payment amount

4. Add a comment if necessary

5. Click Save

The payment will appear in the overall calculation.

Tasks

For saved and confirmed bookings, a Tasks block becomes available. It automatically includes pick-up and drop-off tasks, but you can also add a task manually.