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
   
2. Create a Date Range to filter for Pending Reservations
   
3. View Pending Rentals
   
   
   • 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
   
5. Select Approve or Decline Reservation
   
   
   • Email Permit to User?: Send user a copy of their permit
   • Email Receipt to User?: Send user a copy of their receipt
   • 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