--- title: "Your first booking end to end" description: "A walkthrough of one rental from the first click to the last, for new teams, with a link to the full page behind each step." canonical_url: "https://requiply.com/docs/en/guides/get-started/first-booking" --- # Your first booking end to end > A walkthrough of one rental from the first click to the last, for new teams, with a link to the full page behind each step. Follow one booking through its whole life in Requiply, from the moment a customer asks for equipment until it is back on the shelf and paid for. Each step links to the page that covers it in detail. The steps use the statuses every organization starts with: *New*, *Confirmed*, *In progress*, and *Completed*. If you renamed them or added your own, the flow is the same with your names. **Before you start**, add at least one item under **Inventory → Add** (see [Add item](https://requiply.com/docs/en/guides/inventory/add-item)) and check your working hours under [Date & time](https://requiply.com/docs/en/guides/settings/organization/date-and-time). A client is optional: you can create one while you book. ## Before the pickup ### 1. Create the booking Open **Bookings → Add booking**, or press `Cmd/Ctrl + Shift + B` anywhere in the app. 1. Pick the items under **Booking items** and set the quantity. 2. Pick the pickup and the return on the **Booking dates** calendar. Fully booked days are struck through in red. 3. Leave **Payment method** on **Pay on pickup**, or pick a connected payment provider to get an online payment link. 4. Pick the client under **Client**, or click **Create client** to add one. 5. Check the total in the preview on the right and click **Create booking**. The booking gets your **Default status for new bookings**, *New* unless you changed it under [Booking creation](https://requiply.com/docs/en/guides/settings/bookings/booking-creation#choosing-the-starting-statuses), and you land on its page. Its items are now held for those dates, so the calendar and every other booking see them as taken. See [Add booking](https://requiply.com/docs/en/guides/bookings/add-booking) for every option on the form. ### 2. Confirm it with the client Once the customer agrees, click the arrow next to the status tag on the booking page and pick **Confirmed**. Only the moves allowed under [Booking statuses](https://requiply.com/docs/en/guides/settings/bookings/statuses) are offered. A workflow can tell the client for you: with a *Status reached → Confirmed* workflow, the client gets your confirmation email or message the moment the booking is confirmed. See [Workflow recipes](https://requiply.com/docs/en/guides/automations/workflows/recipes#confirming-new-bookings-automatically). ### 3. Send the invoice or the agreement Click **Export** on the booking page, pick **PDF Invoice** or one of your [export templates](https://requiply.com/docs/en/guides/automations/export-templates), such as a rental agreement, and click **Save**. The PDF is stored in the booking's **Documents** card, ready to print, email, or [send for signing](https://requiply.com/docs/en/guides/bookings/payments-and-documents/documents#sending-a-document-for-signing). ### 4. Take the payment The booking page has a payment ledger: **Paid**, one row per charge, and **Amount due**. When the customer pays in person, click the pending row and change its status in the payment popover. For an online payment, click **Copy payment link** or **Create payment link** next to the amount due and send the link to the customer. See [Money on a booking](https://requiply.com/docs/en/guides/bookings/payments-and-documents/money-on-a-booking). ## Pickup, return, and after ### 5. Hand the equipment over When the customer collects the gear, move the booking to **In progress** with the status arrow. With [pickup and return checklists](https://requiply.com/docs/en/guides/bookings/checklists) on, the arrow opens the pickup checklist first: tick or scan every unit as it leaves, then click **Confirm**. Without checklists, the status changes at once. The day's pickups and returns are also listed on the [Dashboard](https://requiply.com/docs/en/guides/reports/dashboard), with the same status arrow. ### 6. Take it back When the equipment comes back, move the booking to **Completed**. With checklists on, the return checklist lists what went out: tick what came back and click **Confirm**. A unit that did not come back, or came back broken, gets **Still with the client**, **Returned damaged**, or **Lost**. See [Returns and partial returns](https://requiply.com/docs/en/guides/bookings/checklists/returns). ### 7. Return the deposit If the booking had a security deposit, give it back once the equipment has been checked: click **Refund deposit** in the booking's deposit section, or in the actions menu next to **Export**. You can keep part of it for damage and note why. See [Refunding a deposit](https://requiply.com/docs/en/guides/bookings/payments-and-documents/money-on-a-booking#refunding-a-deposit). ### 8. See it in your reports A completed booking counts as revenue: its payments show up in [Analytics](https://requiply.com/docs/en/guides/reports/analytics) and [Reports](https://requiply.com/docs/en/guides/reports/reports), and the deposit never does. A booking that is still active after its return date shows as overdue on the [Dashboard](https://requiply.com/docs/en/guides/reports/dashboard), and an unpaid balance counts toward **Outstanding**. ## Doing it from your phone Every step above also works in the Requiply mobile app: create the booking with **New booking**, change the status on the booking screen, and work through the checklists with the camera scanner. See [Bookings in the mobile app](https://requiply.com/docs/en/guides/mobile-app/bookings). ## Sitemap See the full [sitemap](https://requiply.com/docs/sitemap.md) for all pages.