When the customer calls in, and you want to reserve a car for them
- Open the Plan-it calendar on the website
- Create the booking
When the customer arrives to pick up the loaner/rental car
- Open the app, and go to the section "Open"
- Locate the customer in the list, and click on the customer
- Click on the button "Opret lejekontrakt"
- Scan the drivers license, and create the contract
If you need to make an extension to a rental contract
- Open the Plan-it calendar on the website
- Locate the active rental contract, and double-click it
- In the bottom of the pop-up window, click on the button "Forlæng lejeperiode"
- Choose the new end time and date, and select if you want the customer to pay for the additional days
- Confirm that you want to send the extension for confirmation at the customer
- The customer will receive an update, with a link, that they have to open and confirm in their end, before the extension takes effect
When the customer returns with the loaner/rental car:
- Open the app, and go to the section "Alle"
- Locate the customer in the list, and click on the customer
- Click no the button "Indlever køretøj" or "Klargør køretøj"
- Follow the steps, and the car will be returned and marked as ready for next customer
No Booking? No problem.
If you want to create a rental contract without creating a booking first, this is done by simply clicking on the blue plus (+) icon the app, and choosing "Rental contract".
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