The order details page is the primary view for managing a customer's complete rental transaction. An order groups one or more line items (individual bookings) under a single customer, with shared payment, waivers, messages, and activity history.
Order structure
An order consists of:
| Component | Description |
|---|---|
| Customer | One customer per order, with name, email, phone, and billing information |
| Line items | One or more individual rental bookings, each with its own inventory, assets, timing, and status |
| Payment | A unified financial summary across all line items |
| Waivers | Shared waiver participants that can be assigned to specific line items |
| Messages | Conversation thread attached to the order |
| Activity log | Audit trail of all changes made to the order |
Order hero
The top of the page displays the order header with:
| Element | Description |
|---|---|
| Customer name | Full name of the booking holder |
| Order ID | Shortened booking ID for reference |
| Status color | Color-coded indicator based on the majority status across all line items |
| Booking source | How the order was created (online, walk-up, internal, etc.) |
Pipeline stepper
A horizontal stepper shows the order's progress through your location's pipeline stages. The stepper:
- Highlights the current majority status across all active line items.
- Uses your location's configured pipeline colors and stage names.
- Terminal statuses (complete, cancelled, no show) use fixed colors: green for complete, red for cancelled/no show, amber for pre-auth held.
Changing status
You can move the entire order (all active line items) to a new pipeline stage by:
- Clicking a stage in the stepper to advance or move backward.
- Using the batch status update to change all active line items at once.
Individual line items can also be moved independently from their own card.
Line item cards
Each line item in the order is displayed as a card showing:
| Field | Description |
|---|---|
| Inventory name | The asset type or product name |
| Quantity | Number of units booked |
| Assigned assets | Specific asset IDs assigned to this line item |
| Status | Current pipeline stage for this individual item |
| Time | Start and end date/time |
| Assigned staff | Staff members assigned to this item |
| Addons | Any add-on products attached to this line item |
Line item actions
Each line item card has its own set of actions:
| Action | Description |
|---|---|
| Assign assets | Select or change the physical assets for this item |
| Assign staff | Assign staff members with skill-based filtering |
| Manage addons | Add or remove add-on products |
| Edit pricing | Adjust the pricing for this specific item |
| Edit timing | Change departure and return times |
| Change status | Move this individual item to a different pipeline stage |
Payment summary
The payment section provides a consolidated financial view:
| Field | Description |
|---|---|
| Subtotal | Combined base price across all line items |
| Taxes and fees | Itemized tax and fee breakdown |
| Addons | Total add-on charges |
| Discounts | Applied discount amounts |
| Tips | Total tip amount |
| Total | Grand total for the order |
| Amount paid | Total payments received |
| Balance due | Outstanding amount (total minus paid) |
Taking payment
Click the payment button to open the payment dialog, where you can:
- Charge a card on file.
- Process a cash payment.
- Use a connected terminal for in-person card payments.
Waiver management
The waivers section shows all participants associated with the order. Waiver participants can be:
- Dragged and dropped onto specific line items to assign them. Drag a participant from the waiver list and drop them onto a line item card.
- Checked for status: signed, pending, or not yet sent.
- Sent waiver links via SMS or email.
Order ledger
The ledger tab shows all financial transactions associated with the order:
- Payments received (card, cash, terminal)
- Refunds issued
- Gift card applications
- Fee adjustments
- Accounting entries with GL codes
Messages
A threaded conversation view for communicating with the customer. Messages can be sent via email and are logged in the order's activity history.
Email history
View all emails sent to the customer related to this order, including confirmations, reminders, reschedule notices, and cancellation notifications.
Order actions
The order-level action menu includes:
| Action | Description |
|---|---|
| Send email | Send a custom or template-based email to the customer |
| Cancel order | Cancel all line items with optional refund |
| Reschedule | Change the date/time for the booking |
| Assign membership | Link a membership to this customer for discount pricing |
| Add item | Add a new line item (inventory) to the existing order |
| Convert to walk-up | Convert a pre-booked order into an active walk-up rental |
| Delete order | Permanently remove the order (deletes all line items) |
Activity log
The activity log records every change to the order with timestamps and actor names:
- Status changes
- Payment events
- Asset assignments
- Staff assignments
- Pricing edits
- Email sends
- Notes added
Auto-refresh
For active walk-up orders (those in check-in, on-lake, or rundown statuses), the page auto-refreshes every 60 seconds and also refreshes when you return to the browser tab after switching away.
Orders are the recommended way to view and manage bookings. Even single-item bookings are displayed as orders with one line item. Use the waiver drag-and-drop feature to quickly assign signed waivers to the correct line items when a group has multiple rentals.
Order shows "Loading" indefinitely -- Check the URL for a valid booking ID. The order page requires a bookingId parameter in the URL path.
Cannot delete order -- All line items must be in a cancelled status before deletion is allowed. Cancel the order first, then delete.
Payment dialog not opening -- Ensure your Stripe integration is configured and the connected account ID is valid for this location.