Adjust a Pending Reservation

This article will show you how to adjust a Pending Reservation. The Pending Rentals tab shows a dedicated view for rentals pending Admin approval. Learn more about pending reservations.

Instructions

1. Navigate to the Facilities tab, and then select Pending Rentals

2. Enter a Date Range to view specific reservations

3. Find the reservation you would like to edit and click the Adjust Rental tool (pencil icon)

4. Make modifications to the Rental Adjustment tab

   • Facility: Allows you to change the facility

   • Rate Type: Allows you to adjust the rate type

   • Adjustment Notes: Allows you to add adjustment notes

   • Amount Paid: Lists the amount paid by the user

     Note:

     If a facility is set up to require reservation approval, this amount will be $0.00.

   • Unpaid Balance: Lists the amount due upon approval of the reservation

   • Account Credit: If the user has a credit on their account, it will be listed

   • New Date: Allows you to adjust the dates of the reservation

   • New Times: Allows you to adjust the times of the reservation

   • New Fee: This fee will reflect any adjustments to the reservation

   • Fee Override: Allows you to override fees

   • Add-Ons: Allows you to select add-ons for before or after the reservation

   • Change in Balance: View any changes in the balance due after adjustments to the reservation

   • Change in Credit: View any credit that is owed to the user because of modifications to the reservation

   • Add-On: Review and edit add-ons for the reservation

   • Discounts: Review and add any applicable discounts

5. Make modifications to the Basic Details tab

   • Color: Allows you to change the color

   • Custom Event Title: Add a custom event name if desired

   • Attendance: Enter the attendance number for the event

   • Status: Change the status of the reservation

   • Rental Notes: Add any notes for the rental

6. Select a saving option

   • Refund: Refund the balance to the user

   • Pay Current Balance: Pay the balance

   • Perform Rental Adjustment: Save changes to the Rental Adjustment tab

   • Save Rental Details: Save changes to the Basic Details tab

Resources

• Approve or Deny Pending Reservations

• Submit a Facility Reservation for Administrator Approval