Organize gear into kits
Some equipment always travels together — a camera body with its lenses and charger, a toolbox with its tools, a PA case with cables and stands. A kit groups these as one container item holding member items, so you can book and hand out the whole set in one step instead of picking every piece each time.
In this tutorial you'll build a kit, see how it appears in listings, book it as one unit, and learn the availability rules and restrictions that come with kits.
Step 1 — Create the kit container
The container is a normal fixed-asset item that holds the others — often the physical case or bag itself.
- On the Items page, click Add and choose Add items.
- Name the container after the set — e.g. "Camera kit A".
- In the Kit section, enable Make this item a kit container.
- Save. (You add the kit's items afterwards, under the item's Settings > Kit.)
Already have the container registered? Open that item's Settings tab, go to the Kit section and enable it as a kit container there instead.
Step 2 — Add the members
- Open the kit container's page. The Kit items card on its dashboard lists what is inside it.
- Click Edit on that card, then Add items and pick the items the kit contains. Use the × beside a member to take it back out.
- Settings > Kit is where the container itself is switched on and off, and where you see which kit this item sits inside. The contents are managed only on the card, so there is one place for each job.
Teal chips beside the item type tell you at a glance what you are looking at: Kit on a container, Part of a kit on something inside one. The second is clickable and takes you to the container. An item nested inside another kit carries both. The breadcrumb lists the full chain.
Step 3 — See the kit in your listings
- On the Items page, the two buttons to the left of the search field switch between the kits view, where kit containers can be expanded to show their sub-items, and a flat list showing every item on its own row.
- On the kit container's item page, the Kit items card lists what is directly inside it. A member that is a kit in its own right carries a kit badge and a chevron — click it to see what is inside that one, without leaving the page.
- The card's header shows an amber warning triangle when the set disagrees with itself — items in different places, or in different condition. Click it for a full breakdown of the kit and everything nested inside it. No triangle means the whole set matches.
Step 4 — Put a kit inside a kit (optional)
A kit member can be a kit in its own right. That's how you build a case that holds cases: a camera case with a lens pouch inside it, or a flight case holding a fully-kitted mixer bag.
- Open the item you want to turn into a sub-kit — it can already be a member of another kit.
- On its Settings > Kit section, enable Enable this item as kit container. The section also shows which kit it currently sits inside.
- Go back to its dashboard and add its own items from the Kit items card, exactly as in Step 2. (Settings > Kit has a Manage kit items button that takes you straight there.)
The items list shows the whole structure: expand the outer kit, then expand the sub-kit inside it. Everything below a kit travels with it — booking or checking out the outer container brings every item at every level.
Two rules bound this:
- Kits nest up to five levels, counting the outermost container as level one. Adding an item that would push past that is refused with an explanation.
- A kit can't end up inside itself. Adding a container to something that already sits within it is refused for the same reason.
An item still belongs to only one kit. To move a sub-kit somewhere else, detach it from its current container first — it keeps its own contents when you do.
Step 5 — Book the kit as one unit
- Create a new reservation and add the kit container as the item — one row covers the whole set.
- Watch the availability check: if any item inside the kit is already booked during the period, the whole kit is flagged as unavailable. Resolve it by changing the period, or by removing the busy member from the kit.
- Save the reservation.
That flagging rule is the heart of kit availability: the kit is only as available as its least-available member, so you can never double-book part of a set.
Step 6 — Hand it out and take it back
- At pickup, open the reservation, click More → Create checkout — the checkout is created from the reservation with a permanent relation (see Check out from reservation). You can also check the kit out directly from its item page with Perform task → Check out.
- On return, click Check in on the checkout and add a remark if anything in the kit is damaged or missing.
The full cycle works exactly like the lending workflow — the kit container just stands in for the whole set.
Step 7 — Know the restrictions
- Kits are for fixed assets only. Inventory items (consumables, stock) can't be a kit or be part of one — and an item that is a kit or a kit member can't be converted to inventory until it's removed from the kit.
- One kit per item: a member's breadcrumb and its Settings > Kit section both show which kit it belongs to. A member may itself be a kit container.
- Members belong to their own container. You remove an item from the kit that directly holds it — a sub-kit's contents are managed on that sub-kit's own page.
- Kits nest five levels deep, and a kit can never be placed inside itself.
- Kits require a Startup or higher plan.
What you accomplished
- A kit container holding the items that always travel together
- Members visible in the expandable kits view and on the container's page, with availability and condition per member
- Bookings that cover the whole set with one item row, protected by member-aware availability flagging
- A checkout/check-in routine for the kit identical to any single item
- Nested kits where a case holds cases, up to five levels
- Clarity on the rules: fixed assets only, no inventory items, one kit per member
Where to go next
- Run a lending workflow — the full reserve → check out → check in cycle in detail.
- Track consumables — the right model for the gaffer tape and batteries that don't belong in a kit.
- Set up a preventive-maintenance program — service whole kits on a schedule.