Summary
Step 1: Select reservation dates 🗓️
Step 2: Dates are good, with products it's better 🛒
Step 3: Delivery or in-store pickup? It's your choice! 😉
Reservation creation
From your 🏠 Dashboard, click on the Reservation button.
💡 The process for creating a quote will be the same, you just need to click on the Quote button.
Step 1: Select booking dates 🗓️
Choose the date as well as the start time:
Then choose the end date:
💡 If you have set durations in your catalog, you can then select the one that corresponds to the desired rental duration by the client.
If none match, select Choose an end date.
Then click on Continue at the bottom right.
💡 You can also use keyboard shortcuts with the ⬅️ or ➡️ keys on your keyboard, or ↩️ to continue.
Step 2: Dates are good, with products it's better 🛒
Two options are available for adding products:
by directly scanning your products using QR Codes (learn more about printing them)
by manually adding your products.
Anyway, you can switch modes at any time by clicking on "Manual Input" at the bottom of the screen:
You also have the option to make the "Scan" mode displayed by default.
It will save you time if you plan to use the scan 😊
To do this, simply go to ⚙️ Settings > Internal Management > Reservation.
You can check the actions for which you wish to set the default scan:
1) Fill the basket by scanning your products
If you have the QR code feature, you are directly directed to the tab below:
All you have to do is scan the desired references and they will be added to the cart:
When the cart is full, click continue to proceed to the next step.
Here is a tutorial video to help you with the product scanning steps:
2) Fill the cart by adding products manually
If you do not have the QR code feature, you will be redirected directly to this tab:
Just select the product card to add.Once added, the product turns green and integrates into your cart on the right side of the screen:
💡 You can change the quantity directly in the cart.
To facilitate your research:
You can filter the selection of displayed products by opening the filter bar:
You can use the search bar by entering the name of a product or a serial number:
💡 The automatic selection of packs
Simply add your products to the cart, the packs will be automatically detected!Magic, isn't it?🪄
Make sure you have all the information you need
If you have set up participant questionnaires, you will be able to complete them as follows:
💡This option is optional.Click on Skip so you don't have to fill them out in the heat of the moment 🔥
You can also disable it in your Settings, then Internal Management > Participant Questionnaire > Internal Reservation.
💡 If you insure your products with Tulip, you will be able to select the products to insure at the next step.🌷
Step 3: Delivery or in-store pickup? It's up to you! 😉
If you have enabled delivery, you then have the option to choose between in-store pickup or delivery to the customer:
If you have selected "Deliver the material to the client", you can fill in all the necessary information:
If you have selected "Pick up in-store, go directly to the next step.
💡 Don't worry, if the rental points and/or delivery points are not identical on the way there and back, an additional step will be required for a perfect reservation!🧅
Step 4: Enter your client's contact details ☎️
You simply have to fill out the form below:
💡 Use the search bar for existing customers, the form will fill itself out!
Step 5: A little recap before confirming ✅
You are now arriving at the summary.On this page, all the information is still editable, of course 😉
The green bars on the left are used to modify customer coordinates, rental dates and times, and the pickup mode (store or delivery).
A last-minute change for the products?
Make sure to deliver the right product until the end!You can exchange the product by clicking on the following button:
You just have to make the exchange:
A little more flexibility on pricing?
To add a discount on a product, on the entire reservation, or apply a promo code, it's here:
You can choose to apply the discount to one or more products, or to the overall reservation:
⚠️ Global discounts do not apply to delivery charges.
If you want more information on modifying a reservation, feel free to check our article on the subject!
And there you go, the reservation has been created 🥳
One last step, if the departure is on the same day, you can click on the left box to directly initiate the booking! You will then be automatically redirected to the details of your booking.
Contract signing
Once your reservation is created, you will need to have the client sign the contract.This is an essential step because it will protect you in case of unforeseen events: cancellation, accident, etc...
⚠️ It is essential to fill out your rental terms and conditions correctly because they constitute the contract that the client will "sign" by accepting them.
Feel free to read our article on the subject!
There are two ways to have your contract signed:
by email, before the reservation: this way the client can sign from their couch and save time in the store
directly in store, either on paper if you have a printer, or on your computer or tablet
Have your contract signed by email
The simplest way, for you and for the client, is to send the contract by email.This saves time in the store and protects you in case of cancellation.
To do this, simply go to the emails related to the booking, choose the correct email template, and check the online signature of the contract:
Then, you can click on "Send an email" at the very bottom of the page.This will send your client a link to sign their contract online in 2 clicks!
💡 To be even more efficient, you can send the payment and bank imprint links at the same time as the contract signature link in the same email!
More info just here ✨
⚠️ Beware of duplicates! To avoid sending the same email multiple times with the same signature link to your client, make sure it hasn't been sent yet by using the email history at the bottom of the page:
💡 You can know in real time if the contract has been signed!As soon as your client has signed the contract, the mention "SIGNED" appears on the document:
Have your contract signed directly in-store
To have your contract signed directly in-store (if the client shows up spontaneously without having made a reservation, for example), you have two options:
Print the contract and have the paper version signed
If you have a printer, you can print the contract and have it signed.To do this, go to the Documents tab, then click on Generate Document > Lease Agreement:
Once the contract is generated, you can click on Actions > Preview.This will download the contract in PDF and you will just have to print it 😉
Attention, if you want to keep a digital version of the signed contract, you will need to scan it and attach it to the reservation.
Have the contract signed on your device in-store
If you have a computer or tablet in the store, you can have your client sign the contract directly on this device!
To do this, go to the Documents tab, then click on Generate Document > Lease Contract to be signed:
Once the contract is generated, you can click on Actions > Sign the contract. This will open a new tab with the rental terms and conditions.You can let your client read them, then accept and confirm: the contract will be signed instantly and you can find it in the Documents tab of the reservation!
Payment and deposit
Once the contract is signed, you now need to have your client pay and get their bank imprint in order to be fully protected on your rental!
There are two ways to charge your client:
by email, before the reservation: this way the customer can pay from their couch and save time in the store
directly in store, either with their bank card numbers, or by a payment called "outside Lokki": by POS, cash, check, etc.
Payment and deposit by email
The simplest way, for you and for the client, is to send the payment links by email.This saves time in the store and protects you in case of cancellation.
For this, you just need to go to the emails related to the reservation, choose the correct email template, and check the two payment links:
You can choose between sending the entire payment and bank imprint, or only a part (in order to take the rest in store).
Then you can click on "Send an email" at the very bottom of the page. This will send your client a link to pay online and give a pre-authorization for the deposit in 2 clicks!
💡 To be even more efficient, you can send the contract signature link at the same time as the payment links in the same email!
More info just here ✨
⚠️Beware of duplicates! To avoid sending the same email multiple times with the same signature link to your client, make sure it has not already been sent by checking the email history at the bottom of the page.
💡 You can know in real time if the payments have been made!As soon as your client has validated their bank details, the two payment sections will appear in GREEN.
Payment and deposit directly in-store.
To charge your client directly in-store (if they show up spontaneously without a prior reservation, for example), you have two options:
Charge your client (payment & deposit) outside of Lokki.
To collect payment from your client outside of Lokki (any payment method that is not via a link, meaning anything that does not go through Stripe), simply go to your payment section and click on Payment > Payment outside Lokki:
Then, you can select the payment method and confirm by clicking on the green arrow:
💡 Once the payment is successfully validated, the section will appear in green!
💡To create the bank deposit outside of Lokki, the process is exactly the same in the deposit section:
Enter the credit card numbers for a bank deposit via Stripe.
This method is only available for the bank deposit, not for payment!
You can enter your client's card numbers with them directly in the deposit section by clicking on Deposit > Bank fingerprint:
Then, simply enter the card numbers and click on Validate the deposit:
⚠️ This bank deposit is a deposit via Stripe, like the one sent by email!It only lasts for 7 days!
💡 Once the fingerprint is successfully validated, the section will appear in green!