Adjust a Pending Reservation

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The Pending Rentals tab shows a dedicated view for rentals pending Admin approval. Adjustments to Pending Reservations can be made in this tab. Learn more about approving or denying pending reservations.

Instructions

  1. Click Facilities:Menu displaying various options with the 'Facilities' highlighted for selection.

  2. Click Pending Rentals:Menu displaying various facility options with 'Pending Rentals' highlighted for selection.

  3. Enter a Date Range to view specific reservations:Pending reservations section with date range filters for selecting reservation dates.

  4. Click the Adjust Rental icon for the reservation you want to edit:The Pending Reservations table with the Adjust Rental icon highlighted.

  5. Make modifications to the Rental Adjustment tab:

    The reservation adjustment modal including date, time, fees, and balance information.

    • 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

  6. Make modifications to the Basic Details tab:

    The reservation adjustment basic details tab displaying the date, time, and event details for scheduling.

    • 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

  7. Select a saving option:

    Options to refund or pay the current balance with the Perform Rental Adjustment button highlighted.

    • 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

      Button to save rental details with a confirmation checkmark displayed prominently.