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Rental Scheduler for Lightning

Goal

In this article, learn how to set an appointment on the Rental Scheduler.

Keep in mind the Rental Scheduler is only intended to schedule Rental Appointments. Learn how to complete a Rental Agreements

 

Attention, Users! Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This module is designed for both Lightning Experience and Salesforce Classic.

 

Step One: Navigate to the Rental Scheduler

  1. Click App Launcher.
  2. Type "Rental Scheduler" in the search bar. Click Rental Agreements.

Rental Scheduler Defined

Before scheduling a Rental Event be sure to set your store location (see step one below). Each location may have different inventories available for rent. 

  1. Store Location filter: Click the dropdown and a list of stores will be available to choose from. A lookup is also available to search store locations. Next, select a store. 
  2. Region filter: Click the dropdown to filter locations by region. Next, select a region.  
  3. Move forward or back by Day, Week, Month or Timeline Week. See #4 to select filter.
  4. Select Day, Week, Month or Timeline Week to filter the Rental Scheduler view.
  5. List of available rental vehicles.
  6. The red line determines the day and/or time of the week.
  7. Rental card: A rental card shows what dates the vehicles are booked along with the Rental #, Type of Rental, Deposit Amount, Delivery Fee and Discount amount. For this particular vehicle:
    • Rental # - 0, Type of Rental - Insurance, Deposit Amount - $100, Delivery Fee - $25, Discount - $50

 

Rental Scheduler, Navigate page 4.png

 

Step Two: Schedule Rental Reservation with Dates and Vehicle

Double click in a tile that matches the date and vehicle desired. For this example, the desired vehicle is a 2018 Nissan Maxima with a start date of Wednesday, September 12th.

 

Rental Scheduler, Click day slot 3.png

 

Step Three: Complete a Rental Reservation Card

A Rental Appointment Card is used to quickly schedule a Rental Appointment.  The next step is to complete a Rental Agreement.

  1. A vehicle will be auto-populated based on your selection. To change the vehicle click the dropdown and use the vehicle lookup to search for the desired vehicle.
  2. Click the dropdown and search for the customer using the lookup. 
  3. Click the calendar clipboard_e707543f1b9a3a8819b7f8199d3a11468.png icon to set the Event Start date and click the clock clipboard_ece9d3f17c18662f8bef45233ef171822.png icon to set the Event Start time.
  4. Click the calendar clipboard_e707543f1b9a3a8819b7f8199d3a11468.png icon to set the Event End date and click the clock clipboard_ece9d3f17c18662f8bef45233ef171822.png icon to set the Event End time.
  5. Type additional information or notes here.
  6. Select the Rental Type by clicking on the desired type. This color is also represented on the calendar to assign the type of rental.
  7. Click the dropdown and select the Rental Rate. Available rates will appear after clicking the dropdown or are searchable by the rental rate lookup.
  8. Input Delivery Fee.
  9. Input Vehicle License Fee.
  10. Input Deposit Amount.
  11. Input # of Days Free.
  12. Input % Discount.
  13. Input Discount Amount.
  14. Check checkbox if the Rental is Tax Exempt.

After completing the Schedule Event card click Save

 

Rental Scheduler, Rental Event information 3.png

 

Completed Rental Reservation Card

 

Rental Scheduler, Rental Event Filled.png

 

Step Four: Reservations on the Rental Scheduler

  1. Hovering over a rental reservation will display the Rental Reservation mini-page (2) seen in black and white, the open Rental Agreement button (3) and the Rental Schedule Event Detail button (4).
  2. Rental Reservation mini-page.
  3. Click to open the Rental Agreement.
  4. Click to open the Rental Schedule Event Detail.

Rental Scheduler, Open Rental Agreement.png

What's Next

After completing a Rental Reservation the next step is to learn How to Complete a Rental Agreement