The Rebook Customer feature lets you quickly create a new booking using information from a previous reservation. This is helpful when a customer wants to book again, reschedule, or make a new reservation without re-entering their details.
Rebooking creates a brand-new booking with a new booking ID while reusing the customer’s contact and payment information (if available).
When to rebook a customer: *
- Booking a new Rental type or Activity that you do not want added to the existing booking
- To Rebook a Cancelled booking
- Booking the same rental type for a new date
- Using a past booking (from last year, for example) to rebook for the current year
The Rebook Customer feature will allow you to make a brand new booking with a New Booking ID using the same customer and payment information from a previous booking.
To Rebook, you can start the process in two ways:
From the Bookings tab
From the Actions button on an open booking
To Rebook using the Bookings Tab:
- Search for the Customer Name
- When you find a previous booking(s) for that customer, Right Click anywhere on the booking line
- Select Rebook Customer
- Confirm the Customer Information
- Proceed with making a new booking. The Customer section will be pre-populated with the information (cannot be edited)
- Payment details from the previous booking will be on file to select (if the CC is still active)
To Rebook from the Booking (Order) Screen:
- On the existing booking, select the Action button at the bottom
- Select Rebook Customer
- Confirm the action: this will not affect existing booking, but create a new booking
- Confirm the Customer Information
- Proceed with making a new booking. The Customer section will be pre-populated with the information (cannot be edited)
- Payment details from the previous booking will be on file to select (if the CC is still active)
Why Use the Rebook Feature
Rebooking helps rental and tour operators:
Save time entering customer information
Quickly reschedule bookings
Handle repeat customers
Recreate cancelled bookings
Streamline seasonal rebookings
Improve customer service
Using the Rebook Customer feature makes it easy to get returning customers booked again in just a few clicks.