Book an add-on service

Step by step

1. Open the rental Front Desk Agent

   Front Desk Agent selects the existing booking so the new service inherits the right customer context.

   • Identifies the parent rental
   • Updates Bookings, Customers

2. Capture the session Front Desk Agent

   The desk chooses Training or Recovery, records a service name, start date and participant count, and links the add-on to the booking.

   • Attaches named Training or Recovery activity
   • Updates Add on bookings, Bookings

3. Review evidence Operations Reviewer

   Operations Reviewer checks the submitted service details and linked booking and follows up on any mismatch.

   • Checks linked service details
   • Updates Add on bookings, Bookings

4. Prepare the charge Finance Officer

   Finance Officer creates a Draft add-on charge with service name, charge date and amount on the same booking.

   • Creates a Draft service amount
   • Updates Add on charges, Bookings

5. Post or void Finance Officer

   Finance Officer reviews the charge before posting it; a charge entered in error can remain Draft for correction or become Voided after posting.

   • Records Posted or Voided charge state
   • Updates Add on charges

6. Check the account Finance Officer

   Finance Officer includes posted add-on amounts in the rental account review alongside posted rental charges and confirmed payments.

   • Includes the service in reconciliation
   • Updates Add on charges, Rental charges, Payments

Front Desk Agent

Records the service; Operations Reviewer reviews linked evidence; Finance Officer handles its financial line; Property Manager oversees the rental.