The Bookings section is where your team creates hires, adjusts dates and pricing, collects payments, and tracks pickup through return. Lockii keeps lock codes, communications, and availability in sync as you work.
In the app: Bookings
Open Bookings from the sidebar.
Click New Booking.
Select a customer (or create one inline), location, products, and hire dates.
Add optional add-ons and apply a coupon if needed.
Confirm. Lockii checks availability, assigns stock based on your stock assignment policy, and sends your automated communications.
Click any booking row to open the editor.
Update customer, dates, location, line items, or pricing from the main panel.
Lockii recalculates totals and warns you about availability clashes.
Changes save automatically.
If you change the customer on a booking after they agreed to terms, Lockii clears the terms agreement. The new customer must agree again on their confirmation page before pickup unlocks.
Confirmed bookings with an assigned stock unit and GPS tracker show a compact live map in the booking sidebar.
The map shows tracker position, distance to the hire location, estimated drive time, and current speed when the tracker is reporting.
Distance and speed use miles and mph for US accounts (USD currency or US default phone country). Other accounts see kilometers and km/h.
From the booking three-dot menu, copy links your team or customers may need:
Confirmation page
Pickup page
Return page
Extension link
Manage booking link
Paste these into communication templates or send them directly when a customer asks.
When a customer wants to rebook the same setup, duplicate an existing booking instead of rebuilding it from scratch.
Open the booking you want to copy.
Open the three-dot menu and choose Duplicate Booking.
Lockii opens a new draft with the same customer, location, hire dates, products, add-ons, custom lines, coupon, and pricing.
Adjust dates or stock if needed, then confirm the new booking.
The duplicate starts as a pending draft. Lockii checks availability and sends communications only after you confirm it.
When a customer wants to rebook the same setup, duplicate an existing booking instead of rebuilding it from scratch.
Open the booking you want to copy.
Open the three-dot menu and choose Duplicate Booking.
Lockii opens a new draft with the same customer, location, hire dates, products, add-ons, custom lines, coupon, and pricing.
Adjust dates or stock if needed, then confirm the new booking.
The duplicate starts as a pending draft. Lockii checks availability and sends communications only after you confirm it.
The booking sidebar Payments section shows every charge, refund, and outstanding balance on the hire.
Staff with the Manage payments permission can:
Generate a payment link
Charge a saved card
Record manual cash or card payments
Enable or cancel Revenue Recovery on failed saved-card charges
Issue refunds
See Revenue Recovery for Failed Card Charges and Team Members & Permissions.
When a customer owes money across multiple bookings, check their customer profile Payments sidebar or use Settle Up to collect everything in one checkout.
Generate a PDF invoice for any confirmed booking.
Open the booking.
Click Create Invoice in the sidebar (or use the keyboard shortcut when available).
Preview the invoice, then download the PDF.
Invoices include line items, tax, and totals. They also show Paid and Due amounts so you can see what has been collected and what is still outstanding on partial-payment bookings.
When you have a company logo set under Company Details, Lockii embeds it in the PDF reliably, including logos stored in private storage.
Lockii logs each download on the activity timeline. Click a past invoice downloaded event to reopen that snapshot.
Use Manually Pick Up or Manually Return when staff complete the handover instead of the customer using the self-service flow.
Open the booking and choose the action from the three-dot menu.
Enter an optional reason.
If pickup or return photo steps exist in Settings → Booking Flow, attach photos for each step shown. Photos are optional.
Confirm. Lockii updates the booking status, logs the action on the timeline, and frees stock after a return.
After a manual pickup, the customer no longer needs to complete the pickup wizard on their phone.
Every booking keeps a full activity timeline in the sidebar:
Status changes, payments, communications, and team comments
Terms agreement events with a downloadable terms proof PDF
Grouped Show X Communications rows when several automated messages were sent in a row
Scheduled messages under Scheduled so you can see what will send next
Leave team comments at the top of the timeline. Type @ to mention a teammate. See Comments on Bookings & Customers.
Staff can invalidate a terms agreement from the timeline when the customer needs to sign again.
When a customer submits an extension, reschedule, cancellation, or item change online, the request appears on the booking and in your Inbox.
Open the request from the Inbox or booking editor.
Review dates, pricing, and availability.
Approve, reject, or collect payment depending on your change request policies.
Approved changes update the booking, lock codes, and scheduled communications automatically.
The Lockii mobile app supports the same booking workflows on-site:
Edit bookings and record payments (link, saved card, card entry, or cash)
Manual pickup and return with optional photos
Approve change requests from the Inbox
Activity timeline with grouped communications and team comments
See Lockii Mobile App.
Use Global Search (⌘K) to jump to a booking by number or customer name.
Duplicate a repeat customer's last booking when they want the same trailer or gear again.
Duplicate a repeat customer's last booking when they want the same trailer or gear again.
Download an invoice when a corporate customer needs a PDF record with paid and due totals.
Check the sidebar tracker map on active hires to see how far the unit is from the depot without opening the full stock map.
Check Scheduled on the timeline before calling a customer about a missing message.
Pair manual pickup with photo steps when you want condition evidence without making the customer use the full pickup wizard.
Review change request policies under Settings → Preferences before peak season so extensions and cancellations behave the way you expect.
