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Creating a POS Booking

The Point of Sale (POS) is your go-to tool for creating bookings in person. Whether a customer walks in to rent some gear or you are taking a booking over the phone, the POS gives you a fast and intuitive flow.

Opening the POS​

The POS is a single page that handles all booking types. You can open it from:

  • POS in the sidebar (under Operations)
  • The + New Booking button on any bookings table page

Both take you to the New booking page at the same URL.

POS Layout​

The New booking page is split into two main areas:

  • Left side -- booking type selector, customer search, date pickers, and product browsing area
  • Right side -- the Booking items panel showing your running total, tags, notes, security deposit, promo codes, and discount options

Creating a Rental Booking (POS)​

Step 1: Select Booking Type​

  1. At the top of the page, click the Rental button in the booking type selector. (Rental is the default.)

Step 2: Set Dates​

  1. Set the Pick up date & time using the date picker and time dropdown.
  2. Set the Return date & time using the date picker and time dropdown.
  3. If the customer is returning items the same day, toggle Same day drop off? on.
  4. The rental duration is displayed below (e.g. "You have selected a rental period of 8 hours").
  5. The product list updates to show availability for your selected dates.

Step 3: Assign a Customer​

  1. In the Customer field, type the customer's name or email.
  2. Select an existing customer from the search results.
  3. If the customer is new, you can create a new customer directly from the search.
  4. Optionally click Add other participants to add additional participants to the booking.

The customer search field with search results and create customer option.

Step 4: Browse and Select Products​

  1. Below the date pickers, you will see product tabs: Rentals, Bundles, and Store.
  2. Use the Search bar or filter by Category or Status to find specific items.
  3. Products are displayed as cards with images, names, and availability.
  4. Click on a product to open its detail view.

The POS page with Rental selected, showing date pickers, product tabs, and a grid of available rental products with prices and Add buttons

The product detail view shows:

  • Product name and image
  • Available variations (e.g. sizes or colors)
  • Current availability for your selected dates
  • Pricing for the rental period
  • Custom fields (if configured)

Step 5: Add Items to the Booking​

  1. In the product detail view, set the Quantity for each variation you want to add.
  2. Click Add to Booking.
  3. The item appears in the Booking items panel on the right side of the screen.
  4. Repeat for additional products.

The Booking items panel showing added items with quantities, pricing, and total

If a product is fully booked for the selected dates and you have the waitlist enabled, you will see a Join Waitlist button instead.

You can also add a + Custom charge from the top of the Booking items panel for one-off charges.

Step 6: Apply Discounts (Optional)​

Before confirming, you can apply discounts from the Booking items panel:

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

You can also toggle Security deposit if a deposit is required for this booking.

The promo code field in the POS booking with a code entered and the Apply button

Step 7: Add Tags and Notes (Optional)​

From the Booking items panel you can also:

  • Click Add tags to tag the booking during creation.
  • Click Add notes to add internal notes.

Step 8: Review and Confirm​

  1. Check the Booking items panel: items, dates, customer, pricing breakdown, and total.
  2. Click Confirm Booking.
  3. The booking is created with a Confirmed status.

You can now add a payment or send a payment link to the customer.

Creating an Experience Booking (POS)​

Step 1: Select Experience Type​

  1. Click the Experience button in the booking type selector at the top.

Step 2: Select an Experience​

  1. Browse the available experiences or use the search bar.
  2. Click on the experience to see its upcoming sessions.

The POS page with Experience selected, showing a date picker, experience cards with availability and times, and the Booking items panel

Step 3: Choose a Session​

  1. Review the available sessions with their dates, times, and remaining spots.
  2. Click on the session the customer wants to join.

Step 4: Set Participants​

  1. Enter the number of participants for each Rate Category (e.g. 2 Adults, 1 Child).
  2. The pricing updates automatically based on the selected rates.

Step 5: Assign Participants (Optional)​

If you want to assign specific customer profiles to each participant:

  1. Click Add other participants.
  2. Search for or create customer profiles for each participant.
  3. This is useful for tracking individual waivers and attendance.

Step 6: Assign a Customer and Confirm​

  1. Add the lead customer (the person making the booking) using the Customer search field.
  2. Apply any discounts or promo codes if applicable.
  3. Review the summary and click Confirm Booking.

After Creating the Booking​

Once the booking is confirmed:

  • It appears in the bookings table and on the calendar.
  • A confirmation email is sent to the customer (if enabled).
  • Inventory is reserved (rentals) or spots are held (experiences).
  • You can navigate to the booking detail page to add payments, manage fulfillment, and more.