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Ecofyx / Templates / Reservations, rentals and availability
Ready-to-use application

Reservations, rentals and availability

Control reservable resources, schedules, use, payments, check-in, returns and damage.

Use this templateView all templates

What this template is designed to organize

Control reservable resources, schedules, use, payments, check-in, returns and damage.

Operational area

Reservations and rentals

Connected structure

4 forms connected to the same Ecofyx operation and record history.

Template profile

Ready-to-use application

What comes with this template

Add this template to an Ecofyx operation to keep its forms, records and results together.

Included form 1 · 7 visible fields

Reservable resource registration

Key fields:

  • Resource, space or item
  • Type
  • Location
  • Available capacity or quantity
  • Standard rate per period
  • Billing method
  • Rules, included items and notes
Included form 2 · 7 visible fields

Reservation or rental record

Key fields:

  • Resource, space or item
  • Customer or requester
  • Start date
  • Start time
  • End date
  • End time
  • Number of periods
Included form 3 · 7 visible fields

Resource check-in and check-out

Key fields:

  • Resource, space or item
  • Reservation or reference
  • Customer or person responsible
  • Movement
  • Resource condition
  • Items checked
  • Damage, missing items and notes
Included form 4 · 7 visible fields

Reservation or rental payment

Key fields:

  • Resource, space or item
  • Reservation or reference
  • Customer or person responsible
  • Expected amount
  • Deposit or guarantee
  • Due date
  • Payment method

How this template organizes the routine

Control reservable resources, schedules, use, payments, check-in, returns and damage. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.

Information capture

Use the included forms to collect the information needed for this routine.

Operational view

Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.

History and results

Review previous records, follow progress and view results in the same operation.

Dashboard and operational follow-up

Review the records, filters and indicators available to follow this routine.

Reservations, rentals and availability

Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.

Record typeReservation
Primary fieldReservation ID

Available filters

StatusReservationOwner

Visible dashboard columns

  • Reservation
  • Resource
  • Client
  • Start
  • Status
  • Owner

Headline metrics

Use these indicators to follow activity, progress and items that need attention.

Registered resources
Today's reservations
Confirmed reservations
Awaiting confirmation

Available actions

Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.

  • New reservation or rental
  • Add resource
  • Record check-in or check-out
  • Record payment
  • Update resource
  • Update reservation or rental

Attention points

Check these alerts to identify records that may need follow-up.

  • Overdue payment
  • Reservation awaiting confirmation
  • Resource blocked or damaged

Operational workflow

Review the available statuses and the actions that move a record from one status to another.

Booking or rental workflow

Provisional booking→Awaiting confirmation→Confirmed→In use→Completed→Cancelled→No-show
  • Request confirmationProvisional booking → Awaiting confirmation
  • Confirm bookingAwaiting confirmation → Confirmed
  • Record startConfirmed → In use
  • Complete bookingIn use → Completed
  • Record no-showConfirmed → No-show

What you can customize

Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.

Fields and options

Adjust labels, required answers, alternatives and safe extra fields according to the real need.

Identity and access

Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.

Use and follow-up

Use dashboards, history, filters and exports according to the resources enabled for the template.

Questions about this template

Review the most common questions before using this structure.

What is the Reservations, rentals and availability template for?

Control reservable resources, schedules, use, payments, check-in, returns and damage.

Which forms are included in this template?

Reservable resource registration, Reservation or rental record, Resource check-in and check-out, Reservation or rental payment.

How are records organized in Ecofyx?

Data is organized in the Reservations, rentals and availability dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.

Does this template include a public page?

A public page is included and required to start the external process. The planned entry form is “Reservation or rental record”. Visitors can track the request by protocol when that feature is enabled.

Can I customize this template for my organization?

Yes. You can install the ready structure and adjust the elements that are safe to edit. Protected templates keep their main fields and rules; the available customization options are listed in their settings.

Start with Reservations, rentals and availability

Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.

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