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Within the Customer Record, maintain customer notes from the notes tab. Notes can be stamped with date and time of entry and included on customer reports/queries as needed. ...
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Last Updated: 29/05/2023
in Customers, Contacts & VenuesRecord security deposits taken and refunded against bookings
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Last Updated: 29/09/2025
in Booking/Event Management
Integrate Sales prospects from your website with RentalPoint3! New sales prospects click a link from your web site, fill out their contact details and general information, then send the request to you. Both you and the sales prospect will recei...
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Last Updated: 04/09/2025
in Customers, Contacts & Venues
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First highlight the booking on the booking grid, then access the 'Print' option from the right click menu OR from the top menu bar Click on the name of the template you would like to use and wait for the merge to complete Once the ...
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Invoicing can be customized with the options below. Remember to reload software settings after any parameter change # Description Details 3 Next Invoice Number Instead of starting with invoice #1, use this parameter to deter...
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Your business is conducted on-the-go, as well as at the office. RentalPoint3 supports integration with Google Calendar (GCI) for Bookings and/or Crew Assignments. GCI for Crew The RentalPoint Google Calendar Integration (GCI) for crew is a ...
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Last Updated: 12/05/2023
in Customers, Contacts & Venues