Adjust an Equipment Rental Reservation

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Rental items can be adjusted to change the rental date and time, rental item, rate, and quantity. Additionally, add-on fees and discounts can be adjusted for equipment rentals.

Important Notes

  • Changing the rental item quantity will allow for overriding the available quantity. Take care when adjusting to avoid double bookings.

  • Equipment Rental reservations can only be adjusted prior to the rental item being returned. Once the item has been returned (checked in) through the Equipment Rentals Dashboard, it can no longer be adjusted.  

  • If the item rental is in conjunction with a facility reservation, adjusting the item reservation will not affect the facility reservation.  

Instructions

  1. Log in to Recreation Management

  2. Navigate to the Accounts tabAccounts tab in the left navigation menu.

  3. Search for the User  Search for a user.

  4. Select the User Account  Select the user.

  5. Under Account Actions, select Transaction Browser Account Actions, Transaction Browser

  6. Select the Equipment Rentals Tab  Equipment Rentals tab

  7. Adjust any necessary filters to find the item reservation  Transaction Browser Filters

  8. Select the menu under the Actions column  Action Menu next to a rental item.

  9. Click the Adjust button   Adjust Button.

  10. Adjust any needed details. You may need to scroll down to see all adjustable fields.  Rental Adjustments Menu.

    • New User: Changes the account member who is renting the item

    • New Date: Change the rental date

      • Be sure to check the item and rate type to make sure they are the same. They should automatically stay the same, but it is always good to check.

    • New Times: Adjust rental time

    • New Item: Changes the item being reserved

    • New Quantity: Changes the quantity being reserved.

      • Changing the rental item quantity will allow for overriding the available quantity. Take care when adjusting the quantity to avoid double bookings.

    • New Rate Type: Changes the rate charged

    • Fee Override: Enter additional fees that would override the standard fee amount or enter $0 if you do not wish to charge any fees for adjustments.  

    • Adjustment Notes: Notes will be included on the receipt

    • Add-Ons: Select or remove add-on fees

    • Discount: Select or remove any discounts

  11. Click the Perform Rental Adjustment button Perform Rental Adjustment Button.