Overview
Manual bookings allow you to create rentals on behalf of customers who pay by cash, check, bank transfer, or other offline methods. This is also useful for migrating existing customers from another system to Stortech.
Prerequisites
• At least one unit available for rent
• Customer information (or ability to create a new contact)
• Payment method determined (cash, check, etc.)
What is a Manual Booking?
A manual booking is an owner-initiated rental that doesn't use online payment processing through Stripe. Instead, you manually track payment status.
Use manual bookings when:
• Customer pays by cash or check
• Customer pays via bank transfer
• Migrating existing customers to Stortech
• Special arrangements with long-term customers
• Your facility doesn't have Stripe Connect set up yet
Steps to Create a Manual Booking
Step 1: Navigate to Subscriptions
From your facility dashboard, click "Subscriptions" in the left sidebar
2. Click the "Manual subscription" button (orange button, top-right)
Step 2: Select or Create Customer
• Existing Customer: Click "Contact" search field, type name/email, select from dropdown
• New Customer: Click "+ New contact", fill in details, save
Step 3: Select Unit
Click the "Unit" dropdown
2. Choose from available units (occupied units won't appear)
3. Only "Available" status units appear in this list
Step 4: Set Move-In Date
Click the "Move-in Date" button
2. Select the customer's move-in date
3. Move-in date must be today or a future date
Pro-rata billing: If move-in is mid-month, first invoice will be pro-rated.
Step 5: Configure Payment Method
Select "Offline" (default for manual bookings). This means:
• Payments are not processed automatically through Stripe
• You manually update invoice status when payment is received
Step 6: First Invoice Setting
Check "Mark first invoice as paid" if:
• Customer paid first month upfront (cash/check)
• Customer paid deposit covering first month
• Special arrangement (first month free)
Step 7: Add Promotion/Insurance (Optional)
• Select promotion code if applicable
• Select insurance option if customer wants protection
Step 8: Review and Create
Review the subscription summary
2. Verify all information is correct
3. Click "Create subscription"
After Creating the Booking
What happens next:
• Booking status set to "Active" or "Upcoming"
• Unit marked as "Occupied"
• First invoice generated
• Customer receives confirmation email
Managing Manual Bookings
Tracking Payments:
Go to Invoices in the sidebar
2. Find invoices for this customer
3. When payment received, click invoice → Mark as Paid
Common Questions
Q: Can I change the payment method after creating?
A: Manual bookings are always "Offline". Customer can update payment method in portal.
Q: What if I forget to mark first invoice as paid?
A: Go to Invoices → Find invoice → Click → Mark as Paid.
Q: Can I create a booking for a past date?
A: No, move-in date must be today or future. Use today for migrations.
Need Help?
• Click the "Support" button in the sidebar
• Email: [email protected]