Rentals

The Rentals side runs the business of renting your facility out: who rents from you, when, on what terms, and whether they have paid.

The core loop

Almost everything on this side is one flow. Learn it once and the rest of the section is detail:

An inquiry arrives — through the booking widget on your website, or a phone call somebody types in. It lands in Leads.
The lead converts to a renter in one click, carrying its contact details over.
You build a booking — dates, spaces, add-ons. Conflicts are caught as you go.
You attach an agreement from one of your contract templates and a task checklist from one of your task templates.
You send it for signature, optionally with a booking deposit attached.
The renter signs on a public link — no login — and pays the deposit right there.
An invoice is created automatically, the deposit is recorded against it, the signed agreement is archived as a PDF, and the booking goes to confirmed.
Reminders chase the balance and the tasks. The renter pays from the portal or a link, or you record the check that arrived by mail.
After the event the security deposit is returned, deducted, or forfeited, and the whole thing shows up in Reports.

Section	Use it for
Dashboard	What needs you today, as a configurable widget grid
Renters	The roster: profiles, portal access, documents, history
Leads	Inquiries that have not become renters yet
Bookings	The contract: dates, line items, status, tabs
Calendar	The month view, colored by space, conflict-aware
Agreements & Signing	Templates, merge tags, the signing flow
Tasks	Pre-event checklists, document requests, nags
Invoices	What is owed, sending, public payment pages, PDFs
Payments	The ledger: card, ACH, check, cash, in person, refunds
Security Deposits	Held funds, card holds, returns
Spaces	Rentable inventory and its rates
Add-ons	Tables, chairs, services, and their availability
Documents	Certificates of insurance, permits, licenses, expiry
Reports	Revenue, aging, pipeline, occupancy, deposits, fees
Booking Widget	The embeddable inquiry form for your website

A booking moves through a defined set of states. Most venues use four of them; the rest are there when a workflow needs them.

Status	Meaning
`inquiry`	Interest recorded, nothing committed
`quote_sent`	Priced and sent, awaiting an answer
`accepted`	They said yes, paperwork not finished
`declined`	They said no, or a signer declined
`deposit_pending`	Signed or accepted, waiting on the deposit
`confirmed`	Signed, deposit settled, on the calendar for real
`in_progress`	The event is happening
`completed`	Event finished
`cancelled`	Called off

Everything on this side is shaped by a handful of settings screens: