Overview

Summary: Overview of rentals flows and inventory.

Audience & Prerequisites: Front desk, operations. Prereqs: Rental equipment configured.

UI Path: Rentals

Step-by-step

  1. Navigate to Rentals in the sidebar.

  2. The Rentals page header reads "Rental Bookings".

  3. To create a booking, click "Create Rental".

  4. Select client and equipment, set dates and rates, then save.

  5. Use the list to view and manage existing bookings.

Results & Where to Verify

  • New bookings appear in the Rentals list.

  • Related financial transactions may appear in Finance → Transactions depending on workflow.

Troubleshooting

  • Create Rental button not visible: ensure permissions are granted and that you are on the Rentals list page (not equipment).

Permissions

  • Rentals: View Bookings (read)

  • Rentals: Manage Bookings (create/edit)

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