The next steps page is the customer's post-booking hub. It shows everything they need to do before their rental and gives them self-service tools for managing their reservation. The page is accessible at /next-steps?id={rentalId} for individual bookings or /next-steps?orderId={orderId} for order groups.
URL parameters
| Parameter | Description |
|---|---|
id | Rental/booking ID -- loads a single booking view |
orderId | Order ID -- loads the order group view with all line items |
invoiceAmount | Pre-fills a payment amount for invoice payment links |
When a booking belongs to an order group, the page automatically redirects from the single-booking view to the order view.
Page sections
Booking hero
The top section displays:
- Status badge (confirmed, checked in, completed, cancelled)
- Rental dates and times
- Inventory name and location
- Add to Calendar buttons (Google Calendar, Apple Calendar, Outlook)
- Order group banner (when the booking is part of a multi-item order)
Action checklist (Next Steps)
A list of required and optional steps the customer needs to complete before their rental:
| Step | Description |
|---|---|
| Sign waiver | Complete the digital liability waiver |
| Pay balance | Settle any outstanding balance |
| ID verification | Verify identity via Stripe Identity or manually |
| Safety briefing | Watch or acknowledge a safety video/document |
| Upload documents | Upload required documents (e.g., boating license) |
Each step shows its completion status with a checkmark. Incomplete required steps are highlighted.
Booking details
Full breakdown of the reservation:
- Inventory item name and photo
- Location with map embed (Google Maps or Mapbox)
- Asset assignment (if an asset has been assigned)
- Booking notes and special instructions
- Tour departure information (for tour bookings)
Pricing breakdown
Itemized costs including:
- Subtotal
- Taxes (with per-tax-type breakdown)
- Fees
- Add-ons and protection plans
- Discounts and promo codes
- Deposit paid
- Outstanding balance
- Total
Messaging
Two-way messaging between the customer and your team:
- Real-time chat interface
- Message history with timestamps
- Staff replies appear with the staff member's name
Wallet pass
Add the booking to mobile wallets:
- Apple Wallet -- generates a
.pkpassfile - Google Wallet -- generates a Google Wallet pass
Participant manager
For group bookings, the customer can:
- Add additional participants with name and email
- Remove participants
- View participant payment status and waiver completion
Participant payment dialogs allow individual participants to pay their share.
Global add-ons manager
Customers can add or modify add-ons after booking (when enabled). This section displays available add-ons with pricing and lets the customer add them to their existing reservation.
Cancellation
Self-service cancellation (when enabled in your settings):
- Displays the cancellation policy
- Shows the cancellation window
- Processes refunds according to your cancellation rules
Reschedule
Self-service rescheduling (when enabled):
- Opens a date/time picker to select a new rental slot
- Checks availability for the requested time
- Adjusts pricing if the new slot has different rates
Tipping
After the rental is completed, a tipping section appears:
- Suggested tip percentages
- Custom tip amount field
- Secure payment processing via Stripe
Pay balance
When there is an outstanding balance (deposit bookings or additional charges):
- Shows the amount due
- Provides a secure payment form
- Supports partial payments
AI Sidekick chat
An AI-powered chat assistant that answers common customer questions using:
- Booking details
- Location information
- FAQ content
- Operating policies
Nautras navigation
When the Nautras integration is enabled, displays navigation instructions and links to the Nautras app for on-water navigation.
Reviews display
Shows Google and TripAdvisor review ratings and counts for your location (when configured).
Order group view
When accessed with an orderId, the page shows all bookings in the order as a unified view:
- Order-level banner with total items and pricing
- Individual booking cards for each line item
- Shared waiver and payment status across the order
- Unified messaging for the entire order
Custom styling
The next steps page supports custom styling through the NextStepsStyleProvider. Different visual themes can be applied based on your branding configuration.
Include the next steps link in your confirmation email so customers can easily find it. Enable all relevant checklist items to reduce day-of friction. Messaging reduces inbound phone calls. Tipping becomes available after the rental is completed. The AI Sidekick uses your booking data and location details to answer customer questions automatically.
Waiver showing as incomplete -- The customer may need to clear their browser cache and refresh the page. The waiver status is checked in real time.
Cannot add to calendar -- Some email clients block calendar file downloads. The customer can manually add the event using the displayed date and time.
Payment link expired -- Send the customer a new payment link from the booking detail page. Include the invoiceAmount parameter in the URL.
Customer cannot cancel -- Self-service cancellation may be disabled or the cancellation window may have passed. Check your cancellation policy settings.
Order view not loading -- Verify the order ID in the URL is correct. If the booking was created before the orders feature was enabled, it may not have an associated order.