How-to guides

A salesperson creates a booking end-to-end and submits it for approval.

• New Booking → pick rental dates
• Enter the customer's phone + booking name
• Add garments from the picker
• Submit for approval

The admin side of the same order — the full rental lifecycle to completion.

• Approvals → Approve (collect advance)
• Tasks → mark items picked up (collect balance + deposit)
• Tasks → Complete return (refund deposit) → Completed

Admin books a customer on the spot — approved immediately, appears as a pickup.

• New Booking → dates + customer → add items
• Confirm booking (set advance)
• Shows in today's pickups

Admin picks up a draft a salesperson started, from Orders, and books it.

• Orders → open the draft
• Review items & pricing
• Confirm the booking

When an admin sends a booking back with a reason, the salesperson fixes it and resubmits.

• My Drafts → open the sent-back order (reason shown)
• Make the requested changes
• Resubmit — the reason clears

Remove a draft booking you no longer need.

• My Drafts → open the draft
• Discard → confirm

See whether stock is free for a date range — booked ranges are marked unavailable.

• Open availability check
• Pick a date range
• Booked ranges show as unavailable

Narrow the garment picker by category and availability while building a booking.

• Open the item picker
• Filter by category
• Filter to available-only

Create a garment style in inventory.

• Inventory → Add Style
• Name it + pick a category
• Save

Break a style into components (coat, trouser, …) and rename them.

• Open the style
• Add components
• Rename inline

Add sizes to a component with quantity, daily rent and deposit.

• Open a component
• Add a size (label, qty, rate, deposit)
• Repeat

Size count, available stock and starting rent per style.

• Open Inventory
• Read stock + starting rent at a glance

Narrow to in-stock vs fully-booked styles.

• Open Filters
• Choose availability
• List narrows

Take a style's sizes out of circulation (or back in) from the row menu.

• Row menu → Deactivate all sizes
• Reactivate to restore

Grant access by email with a role — no invite/accept step.

• Staff → Add member
• Email + role
• Save

Update someone's role between admin / sales / viewer.

• Staff → row menu
• Change role
• Confirm

Revenue, top staff, top styles and trends from real completed orders. (Clip completes an order first, then opens the dashboard.)

• Needs-attention tiles + revenue hero
• Switch period: Weekly / Monthly / Yearly
• Compare by staff → per-staff lines