This guide walks you through how to create a booking on Otto — whether for an individual customer, an organization, or a sub-hire car rental partner company
⚠️ Before You Start
Before creating a booking, make sure you’ve already added:
- A vehicle in the Fleet section
- A customer (individual or organization) in the Customers section
- A partner in the Partners section (for sub-hire bookings)
You’ll find all of these inside the More tab.
📍 Step-by-Step Instructions
📍Step 1: 🎥 Watch a Walkthrough
📍Step 2: Go to Bookings ➔ Tap “New Booking”
- From the bottom navigation, tap Bookings
- Tap New Booking in the top-right corner
📍Step 3: Select a Customer or Partner
- Under Client, select the customer (individual or organization)
- If it’s a sub-hire booking, toggle Sub Hire ON and choose a partner from your Partner list
- You can also Copy Customer Onboarding Link if you still need to add them
📍Step 4: Choose the Rental Period
- Tap the calendar icon and choose the pickup and drop-off dates and times
📍Step 5: Assign a Vehicle
- Tap to Select Available Vehicle
- Use the Search Button to Quickly Find the car in your Fleet
- If you don’t see the vehicle, make sure it’s been added to Fleet and marked as available
📍Step 6: Choose Rental Type
- Select either:
- Self Drive
- With Driver
- For with Driver be sure to indicate the number of days in City and Out of City
📍Step 7: Set Pickup and Drop-off Locations
- Choose where the trip starts and ends
- Use the “Same as Pickup” checkbox if both are the same
📍Step 8: Add Area of Use
Add a short note about where the vehicle will be used — this helps with planning and verification.
📍Step 9: Tap “Create Booking”
- Once everything is filled in, tap Create Booking to finish setup
- If any field is not done check the error message in red at the top to see what may be missing
🔗 What’s Next?
How to send the customer the contract and payment link. How to send the payment link and start the trip
✨ Quick Summary
- ✅ Ensure vehicle, customer, and partner (if needed) are already created in More
- ✅ Go to Bookings ➔ Tap New Booking
- ✅ Select a customer or sub-hire partner
- ✅ Fill in rental period, car, rental type, pickup/drop-off, and area of use
- ✅ Tap Create Booking to confirm
Powered by