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Creating bookings

How to create manual bookings from the dashboard for walk-in customers, phone reservations, and internal use.

Creating a booking from the dashboard

While most bookings come through your storefront, you can also create them directly in the dashboard β€” useful for walk-in customers, phone reservations, or internal holds.

How to create a manual booking

  1. Navigate to Bookings in the sidebar
  2. Click Create Booking
  3. Fill in the booking details (see below)
  4. Click Save
The create booking form
The create booking form

Required fields

Every booking needs at minimum:

  • Pickup location β€” where the customer will collect the items
  • Return location β€” where they'll bring them back (can be the same)
  • Start date and end date β€” the rental period
  • Products β€” at least one product with a quantity
  • Status β€” the initial booking status (see below)

Optional fields

  • Customer β€” link to an existing customer record. Required if the status is anything other than Concept
  • Phone number β€” customer's contact number
  • Pickup time and return time β€” specific times within the rental day (HH:mm format)
  • Late drop-off β€” mark if the customer plans to return after closing hours
  • Notes β€” internal notes visible only to your team
  • Tags β€” label bookings for filtering and organization (e.g. "VIP", "group-booking")
  • Custom fields β€” any additional fields you've configured in your storefront settings

Choosing an initial status

When creating a manual booking, you choose the starting status:

StatusWhen to use
ConceptTentative hold β€” no customer commitment yet
Pending PaymentCustomer confirmed but hasn't paid
ReservedPaid and confirmed β€” use for cash or invoice payments
Picked UpCustomer is already here and taking the items now

Products and pricing

When adding products to a booking:

  • Select the product and set the quantity
  • The price is calculated automatically based on the product's pricing rules and the rental duration
  • You can override the price with a custom price per product if needed
  • You can also add a custom fee per product for extras

How availability works

When you create a booking, Fjellride checks whether enough inventory is available at the pickup location for the requested dates. It counts all overlapping bookings in active statuses (Concept through Picked Up) against the available stock.

If a product doesn't track individual inventory units, availability is based on the total quantity you've set for that product.

After creating the booking

Once saved, the booking appears in your bookings list. From there you can:

  • Update the status as the rental progresses
  • Send emails to the customer
  • Add notes
  • Process payments or generate payment links
  • Duplicate the booking for similar reservations