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What you will accomplish

You will hold a parking spot for a customer or car so your team knows the space is spoken for before the vehicle arrives. When you finish:
  • The spot row shows Reserved in Table view (or a reserved label on the map).
  • Other staff can see who the space is held for without calling around.
  • When the car physically arrives, you assign it to the same spot so Currently Parked changes to Present.

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When to use this guide

Use this guide when you want to hold a specific parking spot for a customer or vehicle before the car is physically there. When you finish, the spot will show as reserved on the Parking Spots page. That tells your team the space is spoken for, even if the vehicle has not arrived yet.

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When to reserve a spot

Reserve a spot when the decision is planned but the car is not in the space yet. Good examples:
  • A new storage customer has been approved and will arrive later this week.
  • A customer is switching to a premium or lift spot after service is complete.
  • Your team promised a specific space to a customer.
  • A car is expected back from service and should return to the same location.
Reservation is not the same as parkingReserve a spot to hold it. Assign a spot when the car is physically parked there. This difference helps your team know what is planned and what is actually in the building.

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Before you start

  • The spot should already exist in Parking Spots.
  • The customer or car should already exist in Contacts or Cars.
  • Confirm the spot should be held before you save the reservation.
  • If you are reserving a lift space, confirm the correct lift level.

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Step 1: Open Parking Spots

Go to Parking Spots. If you are not sure which spot to reserve, start with Find parking spots and available spaces.

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Step 2: Switch to Table view

Reservations are easiest to manage from the table.
1

Click Filters & Settings

Click Filters & Settings near the top of the page.
2

Choose Table

Click Table. The page changes to a list of spots.
3

Find the spot row

Search or scroll until you find the spot you want to reserve.

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Expected result

You can see the spot row, including Reserved Car, Reserved Customer, Currently Parked, and Status (Active or Inactive).
Read the right columnLook at Currently Parked for Available, Reserved, or Present. The Status column only shows whether the spot itself is Active or Inactive—not whether a car is parked there.
Parking Spots table showing Currently Parked column with Available, Reserved, and Present values
In Table view, reserved spots show who the space is held for in Reserved Customer or Reserved Car. Open spots show Available in Currently Parked.

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Step 3: Open Reserve Spot

In Table view, each row has a three-dot menu (⋯) on the right side. That menu is where Reserve Spot lives.
1

Find an open row

Look in the Currently Parked column for Available. Pick a spot that is truly open—not Present (car there now) or Reserved (already held).Why this matters: Reserving a spot that already has a car or reservation creates confusion for the next teammate.
2

Open the row menu

On the right side of the row, click the three-dot menu button (shown as ⋯).Expected result: A small menu drops down with actions for that spot—including Reserve Spot when the row is open.
Parking Spots table row menu open showing Reserve Spot and other actions for an available spot
Open the ⋯ menu on an Available row, then click Reserve Spot.
1

Click Reserve Spot

Click Reserve Spot. If the spot already has a reservation, the menu may say Edit Reservation instead.
2

Wait for the Reserve Parking Spot window

The window title should say Reserve Parking Spot.Expected result: A dialog opens on top of the table. You are ready to choose a car or customer.
What Reserved rows look like in Table viewAfter you save, reserved spots show the customer or car name in Reserved Customer or Reserved Car, and Currently Parked may show Reserved. Your teammates can spot held spaces without opening each row.
Reserve Parking Spot dialog with options to reserve for a car or customer and search fields to pick the right record
Use Reserve for Car when you know the exact vehicle. Use Reserve for Customer when you are holding a spot before the final car is chosen.

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Step 4: Choose what the reservation is for

You can reserve a spot for a specific car or for a customer.
1

Use Reserve for Car when you know the vehicle

Choose the car when the exact vehicle is known. This is best for a returning car, a scheduled drop-off, or a car that has already been added to the system.
2

Use Reserve for Customer when you only know the customer

Choose the customer when the team wants to hold a spot but the exact car is not final yet.
3

Check the selected name carefully

If the customer has more than one car, confirm the year, make, model, license plate, or VIN before saving.
Choose the most specific option you knowIf you know the exact car, reserve the spot for the car. If you only know the customer, reserve it for the customer. This keeps the reservation easy for the next teammate to understand.

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Step 5: Save the reservation

Click the save button in the Reserve Parking Spot window. After the reservation saves:
  • The table row shows the reserved car or reserved customer.
  • The spot is easier for staff to identify as planned, not open.
  • Your team can still assign the car later when it physically arrives.

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Expected result

The spot is held for the customer or car, and your team can see the reservation on Parking Spots.

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Reserve from the map (optional)

Some teams prefer the map when they already know which box to hold.
1

Open Parking Spots in Map view

Go to Parking Spots. If you see a table, open Filters & Settings and choose Map.
2

Click an open spot

Click a spot that should be available (not already occupied).
3

Use the reserve option in the spot dialog

If the spot dialog offers a way to reserve or hold the space, follow the on-screen steps. If you only see options to add or move a car, use Table view and Reserve Spot instead (steps above).
Table view is the most reliable pathIf you do not see a reserve button on the map, use Table view and the row ⋯ menu. That path always shows Reserve Spot when your role allows it.

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Step 6: Assign the car when it arrives

When the vehicle is physically parked in the reserved space, update the location record. Follow Assign a parking spot. This final step matters because a reservation does not prove the car is physically present. Assigning the spot keeps the map, car record, and parking report accurate.
Where reservations show upTable view is the most reliable place to see who a spot is reserved for (Reserved Customer or Reserved Car columns). The map legend also tracks Reserved counts when reservations are active. If your team lives on the map, switch to Table view at least once per day to confirm holds still look right.

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Change or clear a reservation

Use this when a plan changes—for example the customer cancels, picks a different spot, or the car arrives early.
1

Open the same spot row

Go to Parking Spots, switch to Table view, and find the reserved spot. Sort by Currently Parked or search for the customer name if the list is long.Tip: Reserved spots often show a name under Reserved Customer or Reserved Car, and Currently Parked may show Reserved.
2

Click Edit Reservation

Open the ⋯ row menu on the right side of the row and click Edit Reservation.Expected result: A window titled Reserve Parking Spot opens.
3

Review the current hold

Read the grey Current Reservation box at the top. It tells you who the spot is held for today.Why this matters: You can confirm you opened the correct row before you change anything.
4

Choose a different car or customer if needed

Use Reserve for Car when you now know the exact vehicle. Use Reserve for Customer when you are still holding the spot for the owner but the car may change.Expected result: The dropdowns show the new car or customer you picked.
5

Clear the reservation if the spot is no longer held

Click Clear Reservation if the space should return to normal availability.Expected result: Currently Parked shows Available and the reserved name columns are empty after you save or close the window.
6

Save the change

Click Save Reservation after you edit who the spot is held for.Expected result: The table row updates. Ask a teammate to refresh their screen if they still see the old reservation.
Reserve Parking Spot dialog showing current reservation for Morgan Collection LLC, Reserve for Customer set to Alex Morgan, and buttons Clear Reservation, Cancel, and Save Reservation
Edit Reservation opens the same window you used to create the hold. Use Clear Reservation when the customer no longer needs the space.
Button names in the reservation windowSave Reservation stores your changes. Clear Reservation removes the hold entirely. Cancel closes the window without saving.

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Common mistakes to avoid

  • Do not reserve a spot and then forget to assign the car when it arrives.
  • Do not reserve a spot for the wrong customer when two customers have similar names.
  • Do not reserve a spot that is already physically occupied unless your team has confirmed the current car is leaving.
  • Do not use reservations to hide broken or blocked spaces. Mark those spots inactive in the floor plan instead.

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Troubleshooting

I do not see Reserve SpotMake sure you are in Table view and scroll to the right side of the table if your screen is narrow. If you still do not see it, your account may not have permission to manage parking spots.
The car is missing from the car searchCreate the car first from Cars, then return to Parking Spots and reserve the spot.
The customer is missing from the customer searchCreate the customer first from Contacts, then return to Parking Spots and reserve the spot.
The spot still looks available to someone on my teamAsk them to refresh Parking Spots. If the reservation still does not show, reopen the spot row and confirm the reservation was saved.
I reserved the wrong spot or wrong customerOpen the ⋯ menu on the row and click Edit Reservation. Use Clear Reservation if the hold should be removed entirely, or pick the correct car or customer and click Save Reservation. Do not assign a different car to the spot until the old reservation is cleared or updated—two holds on one space confuse the whole team.

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What to do next

After the car arrives, follow Assign a parking spot so the app shows the car as physically present. If you need to check parking history later, use Review the parking report.