RRennt
Sign inStart free

How can we help?

⌘K

Taking a phone order with + New booking

A customer on the phone? Enter the whole booking yourself in about a minute. Full field-by-field walkthrough.

Updated July 17, 2026 · 2 min read
Plan: All plansWho: Everyone

When a customer calls instead of using your website, press + New booking at the top of the Bookings tab and type the order in while they are on the line.

The form, field by field#

  1. Name and email — the email matters: it is how the customer gets their confirmation, and it is what links this order to their record in Customers.
  2. Event date — defaults to a week out; set the real date.
  3. Fulfillment — pick "Pickup (will-call)", "Delivery", or "Delivery + setup". Delivery reveals the address field.
  4. Event type — optional ("Wedding", "Birthday"), but fill it in: it feeds your Reports so you can see what you actually serve.
  5. Items — add products from your inventory with quantities. Rennt checks them against that date's availability.
  6. Delivery and setup fees — type them yourself, or press Auto-calculate delivery & setup once the address and items are in and Rennt prices it from your delivery settings.
  7. Notes — gate codes, "call on arrival", where to set up. These print on the pull sheet, so write for your crew.

Press Create booking to save.

After you save#

A phone order you entered yourself lands ready to confirm — press Confirm so the stock is actually reserved and the customer gets their confirmation email. Then take the deposit while they are still on the phone and record it in the booking's Payments ledger.

★
No email address? You can still take the booking — but the customer gets no confirmation email and no record link, so read the total back to them and write down a phone number.

More in Bookings & customers

A tour of the booking detail screenEverything on the booking drawer: the facts, the action buttons, the print tools, the charges, and the Payments ledger.Print pull sheet: the pack list for your crewOne page that tells your crew exactly what to load, where it goes, and what to watch for. Here is what is on it and when to print it.Print agreement: signatures and your paper trailEvery signed booking stores who signed, their drawn signature, and when — with the agreement text frozen as it was that day.Export CSV: getting bookings into QuickBooks or a spreadsheetOne click downloads every booking with dates, amounts, tax and signer — ready for your bookkeeper.Booking notes: where they come from and where they show upNotes are how the customer talks to your crew. Here is every place a note can enter a booking, and every place it surfaces.

← Back to the Help Center