Collect the agreement and security hold before equipment leaves your control.
- Open the reservation and verify the customer, rental period, items, fulfillment details, and charges.
- Generate or send the rental agreement.
- Ask the customer to review the terms, damage protection choice, and return obligations, then collect the electronic signature.
- Place the configured refundable security hold on the card. A hold is an authorization, not the rental charge.
- Confirm the agreement is signed and the hold succeeded before checkout.
- Keep the signed PDF with the reservation for later reference.
If a signature or hold is missing, resend the request or complete it at the counter. Do not mark the rental out until both required steps are complete.