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Rentals / Calendar


 

Approve or Deny Pending Reservations

 

Overview

The Pending Rentals module is a dedicated view for rentals pending admin approval. This article will show you how to view and Approve/Deny pending reservations. 

Important Notes

  • Administrators making reservations (public or internal) do not need to be declined or approved under the pending rentals section of the facilities module.
  • The balance is put on the account at the end of the reservation, but no permit is generated until after the reservation is approved for public users.
  • Once the rental is approved the balance stays, the permit is generated, the calendar is reserved, and the customer can pay the balance due.
  • Once the rental is declined - the balance is removed, the transaction is removed, and the calendar is cleared.

Instructions

  1. Navigate to Facilities > Pending Rentals
    facilities_pending_rentals.jpg
  2. Create a Date Range to filter for Pending Reservations
    enter_a_date_range_to_find_reservations.jpg
  3. View Pending Rentals
    view_pending_rentals.jpg
    • Note: If a facility is configured to "require approval" then when it's rented online, it is input as balance due.
  4. Select the Checkmark button
    select_the_checkmark_to_review_rental.jpg
  5. Review fields and select Approve or Decline Reservation
    select_approve_reservation_or_decline_reservation.jpg
    • Email Permit to User?: Send user a copy of their permit
    • Email Receipt to User?: Send user a copy of their receipt
      • Note: Email permits and receipts are limited in size to a 7mb email
    • Invoice User?: Send the user an invoice
    • Event Title: Add an event title
    • Status: On Hold, Pending, Reserved, Tentative, or N/A
    • Add Notes to Permit: Add any additional, relevant notes to the permit
  6. If Approved, the user can pay their balance



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