Create new reservation
You can open the new-reservation window from several places:
- Reservations page: Select Reservations in the main menu, then click the New reservation button in the toolbar.
- Dashboard: Click the + button on the Reservations quick-action card.
- Item page: Open the Perform task menu and select New reservation. The item is automatically added to the reservation.
- Items list: Select one or more items, then choose Create → Create reservation from the selection bar. The selected items are automatically added.
- Issue page: The ⋯ menu's Schedule repair… opens a new reservation prefilled with the issue's items and the Repair classification (see classifications).
Fill in the reservation
Name (required): A short, describing name for the reservation (at least 3 characters).
Classification: Pick what kind of reservation this is — Usage (default), Maintenance, Inspection, Transport, Repair or Other. See Classify Reservations and Events.
Period (required): Select the start and end date and time. For a reservation within a single day, pick the same date for start and end.
Items (required): Add one or more items. Itefy checks availability as you go — if an item is already reserved during the selected period, it is flagged as unavailable, and the item picker marks already-booked items so you can't select them. If a kit contains a booked item, the whole kit is flagged. Resolve conflicts by changing the period or replacing the flagged items.
Items that are checked out during the selected period are marked CHECKED OUT and can't be selected either. A checkout holds an item until its due date, so you can reserve it from the moment it is due back. If a checkout is overdue and the item has not come back, it does not block reservations after the due date — check the item in, or change its due date, if it will be away for longer.
Items held in custody — handed to someone with no return date — are marked IN CUSTODY and can't be reserved, whatever the dates or classification: there is no date they will be back.
Items whose condition is inoperative or discarded are marked NOT WORKING and can't be selected either — broken gear can't be promised to a job. The exception is service work: set the classification to Repair, Maintenance, Inspection or Transport and they become selectable, which is how you book the repair itself. See Condition status.
Reservation repeats (optional): For a recurring reservation, choose Daily, Weekly, Monthly or Yearly and set the repetition pattern (interval, weekdays, month dates, and so on). The reservation's duration can't be longer than the recurring interval — for example, a daily repetition requires a period of 24 hours or less. Then choose when the series ends: On date or After N times. A series always has an end; to keep a booking going, start a new series when this one runs out. Click View dates booked to preview the generated dates before saving. Every occurrence keeps the time you typed, also after a change to or from daylight saving time: a weekly booking at 09:00 stays at 09:00 all year. Recurring reservations are available on Startup and higher plans.
Optional details: Expand the Optional details section to add tags, assign the reservation to another user (Assigned to), pick a Reserve to location, or add additional information. After saving, you can also link a customer or other contact on the reservation page.
Click Create reservation (or Create reservations for a recurring series).
If items in the reservation are booked or checked out during the selected period, you will not be able to create the reservation until you either change the period or remove the flagged items (and possibly replace them with other similar items).
For a recurring reservation, every date in the series is checked, not just the first. If an item is taken on some of the dates, the message names the item and those dates, and nothing is created until you resolve it.