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Creating a Booking

The fastest way to create a booking is through the Point of Sale (POS). This guide covers the general flow -- for a detailed POS walkthrough, see Creating a POS Booking.

Before You Start​

Make sure you have:

Opening the POS​

You can open the POS from several places:

  • Click POS in the sidebar.
  • Click the + New Booking button on any bookings table page (Rentals, Experiences, or Store).

Both take you to the same New booking page.

Creating a Rental Booking​

  1. On the New booking page, select Rental as the booking type.
  2. Set dates -- Choose a Pick up date & time and Return date & time using the date and time pickers. If the customer is returning items the same day, toggle Same day drop off? on.
  3. Assign a customer -- Type the customer's name in the Customer search field. Select an existing customer or create a new one.
  4. Browse or search products -- Use the search bar or filter by Category to find products. EquipDash automatically shows availability for your selected dates.
  5. Add items -- Click on a product to view its details, then set the quantity and click Add to Booking.
  6. Review the booking -- Check the items, dates, pricing, and customer details in the Booking items panel on the right.
  7. Confirm the booking -- Click Confirm Booking to finalize it.

The POS screen with booking type selector, date pickers, and products displayed.

Creating an Experience Booking​

  1. On the New booking page, select Experience as the booking type.
  2. Select an experience -- Browse or search for the experience the customer wants to join.
  3. Choose a session -- Pick from the available scheduled sessions. Each session shows the date, time, available spots, and guide.
  4. Set participant details -- Enter the number of participants and select the appropriate rate categories (e.g. Adult, Child).
  5. Assign a customer -- Search for an existing customer or create a new one.
  6. Review and confirm -- Check all the details and click Confirm Booking.

Applying Discounts​

During booking creation you can apply discounts from the Booking items panel on the right:

  • Promo / Voucher Code -- Enter a promo code or voucher code in the combined field and click Apply.
  • Discount -- Toggle the discount option to apply a custom discount amount or percentage.

What Happens After Confirmation​

Once you confirm a booking:

  • The booking status is set to Confirmed.
  • Inventory is reserved for the selected dates (rentals).
  • Spots are held on the schedule (experiences).
  • A confirmation email is sent to the customer (if email notifications are enabled).
  • The booking appears in your Calendar.