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Complete a Reservation

In order to keep track of whether a reservation was carried out, every reservation stays open (uncompleted) until it is actively marked completed. There are three ways to complete a reservation:

  • Create checkout: Opens a new checkout with the reservation's information added, and a relation to the reservation. The reservation is automatically marked completed with a reference to the checkout once the checkout is saved.
  • Create event: Opens a new event with the reservation's information added, and a relation to the reservation. The event also inherits the reservation's classification where applicable. The reservation is automatically marked completed with a reference to the event once the event is saved.
  • Mark completed: Marks the reservation completed without any references.

By completing a reservation as a checkout or event, all relevant information from the reservation is automatically copied, and the two records stay linked.

Where to find the completion actions

  • On the reservation page: Open the reservation and click the More button in the header. The completion action that matches the reservation's classification is listed first, marked Default — for example, a usage reservation suggests Create checkout, while a maintenance reservation suggests Create event. All options remain available regardless of classification.
  • From the reservations list: Click the menu on a row to reach the same Create checkout, Create event and Mark completed actions directly.

Reopen a reservation completed by mistake

A completed reservation can be reopened. Open it and choose MoreReopen reservation, or use Reopen reservation on the reservations list. In Itefy Go the booking's own screen offers Reopen booking. Itefy asks you to confirm first, and tells you what will happen.

The reservation goes back to Open, or to Overdue if its end time has already passed.

If the reservation was completed by creating a checkout or an event, reopening also unlinks it from that record:

  • The checkout or event itself is not deleted or changed. It stays as a record of what actually happened, it just no longer counts as fulfilling this reservation.
  • Equipment that is still checked out stays checked out. Reopening the reservation does not return anything — check the items in as usual when they come back.
  • The reservation's Planned vs actual summary disappears, because there is no longer a checkout to compare it against.

Reminders for the reservation are restored when reopening, but only for times still in the future. Reopening a booking whose period has already passed does not send out a burst of late reminders.

Planned vs actual

When a reservation has been completed as a checkout, the reservation page shows a Planned vs actual summary: how early or late the items were picked up and returned compared to the booked period, and whether the items taken match the items reserved.