Like any sophisticated software, there are many ways to perform most tasks.
This allows the user to find the optimum workflow for their particular needs.
It also allows 'power-users' to go faster than novice users, whilst keeping it intuitive for beginners.
Here we examine the different ways you can make a reservation.
We've recorded short videos of the following scenarios for each workflow.
Standard workflow is when you don't use the advanced panel.
Advanced workflow is when you do use the advanced panel.
in this image the advanced panel is hidden:
| step | standard workflow | advanced workflow | ||
browse | by ID | browse | by ID | |
 select / create customer | advanced hidden | advanced hidden |  |  |
 select dates | advanced hidden | advanced hidden |  |  |
 browse via category |  |  | ||
 select bike by ID |  |  | ||
 choose actual bikes in grid |  |  | ||
| 'create reservation' button |  |  | ||
 enter customer name |  |  | ||
| + create reservation → |  |  |  |  |
 fill in customer details |  |  | ||
total steps | 5 | 4 | 6 | 5 |
watch videos | ||||
 1 bike, drag onto grid  | videos coming soon | |||
 2 bikes, drag onto grid  | ||||
1 bike, create button  | ||||
2 bikes, create button  | ||||
In terms of capabilities here is a comparison between standard and power workflows
standard | advanced | |
 bring in clients from Lightspeed |  | |
 self-registration (tablet) clients |  | |
 pick date & durations from panel |  | |
 find existing clients pre-rental |  | |
 create full client records pre-rental |  | |
 pick Item by ID or browsing |
|  |
 drag and drop on grid to create rentals |  |  |
See Also
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