How to
Book and settle a studio-room rental
A room is reserved without a date conflict, paid through the Shop sales ledger, and released or completed correctly.
- 1
As a Shop admin, add each room and its active day or month rate plans, default deposit, access notes, and non-stock room-rental service item.
Shop · rentals → studio rooms → setup rooms
Payment is unavailable when the rate has no service item, or when that catalog item still tracks inventory.
- 2
Choose Reserve a room, select the room and rate, customer, start and end dates, tentative or confirmed status, deposit override if needed, and access notes.
Shop · rentals → studio rooms → reserve a room
Tentative, confirmed, and in-use reservations all hold every covered day. Overlapping dates for the same room are rejected.
- 3
Open the reservation, review the server-calculated charge, discount, tax, and deposit state, then take cash or check payment when due.
Shop · studio rooms → open the reservation → take payment
Payment creates a source-linked sale. Do not ring up the same room charge separately at the register.
- 4
Move the booking through confirmed and in use to completed, and update the deposit status to match what was actually collected, retained, or returned.
Shop
- 5
To cancel and release the dates, first fully refund any completed source-linked sale, then cancel the reservation.
Shop
A reservation cannot be cancelled while its sale remains paid.