Every reservation moves through the same stages: Quote > Approve > Picked up > Returned. This guide shows what to do at each stage and where to find it.
What's new
- A Waiting on you card shows the next action you need to take.
- A progress tracker shows where the trip is, from Quote to Returned.
- Everything about the trip is organized in tabs on one reservation page.
Find a reservation
Go to Reservations. Use the Current & upcoming, Returned and Cancelled tabs, Filters or Export CSV. You can also search by renter or reservation number from the search bar at the top.
Read the reservation page
- Waiting on you: the next action you need to take, like approving or declining a booking request, verifying the driver or closing out a balance.
- Progress tracker: where the trip is from Quote to Returned.
- Overview: trip details, price breakdown, charges, mileage and usage, timeline, renter and payment summary.
- Messages, Drivers & insurance, Documents, Inspection photos and Emails tabs.
Respond to a booking request
When a renter requests a booking, the reservation shows Approve or decline this booking. If a card is on file, approving charges it and confirms the booking.
- Open the request from Reservations, or click New booking request in the Dashboard's Activity list.
- Check the trip dates, vehicle and price breakdown, and the renter's driver verification and coverage status.
- Click Approve in the progress tracker to confirm the booking, or click Decline at the top of the page if you can't take it. Have a question first? Click Message.
Before pickup
- Resolve any Verification needed before handoff alert with Review drivers & insurance.
- Collect payment with Take payment, and hold the deposit with Charge deposit.
- Use Edit to change dates, times, the vehicle, delivery, charges, mileage and fuel, insurance, discount code or deposit. See How to Change a Vehicle on a Reservation.
Pickup and return
- At pickup, click Mark as picked up. See Wheelbase 2.0: Check Out a Vehicle for Renter Pickup.
- At return, click Mark as returned. See Wheelbase 2.0: Check In a Vehicle After the Renter Returns It.
- Add tolls, fuel, cleaning or other costs.
Close out
After return, the reservation shows Close out this booking if there's a balance outstanding. Use Take payment to collect it.
Other actions
Click ⋯ in the reservation header to Copy code, Print, Send email or Cancel reservation.
Tips
- After pickup, most details lock. Make date, vehicle, insurance and deposit changes before the trip starts.
- On Ride.Auto bookings, the rental amount and premium services can't be changed. Adjust dates instead.