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

Customer

Enter customer details:
• First and last name
• Email and date of birth
• Phone numbers and messengers
• Comment
• Nationality
• EID number
• Passport series and number
• Driver’s license number
• Driver’s license issue date
• Driver’s license expiry date
If the customer already exists in the database (Customers section), click the icon to open the list and select them.

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.
How to add a task manually:
1. Click Add
2. Fill in the following details:
• Completion date and time
• Assignee — select from the list
• Booking related to the task
• Task type
• Preparation and execution time
• Reward for the executor
3. Click Save
The task will appear in the list and link to the booking.

Calculation

This block displays all cost details:
• Payment types (for example: rental, extras, delivery)
• Number of days or units
• Price per day or unit
• Total for each type
At the bottom of the table, you’ll see the total amount including prepayments, discounts, and surcharges.

Tick Card payment if this payment method is used for the booking.

How to add a discount

1. In the Discount row, click
2. In the Price adjustment window, enter the discount percentage
3. Select whether it applies to rental or extras
4. Click Save

How to add a surcharge

1. In the Price adjustment window, open the Markup tab
2. Enter the markup percentage
3. Specify what it applies to
4. Click Save
Discounts and surcharges are displayed in the general calculation table.
 

Saving general information

After completing all fields, click Save to create or update the booking page.