Using a "Pencil-In" feature

Q: How can I "pencil-in" a reservation like I used to in other software, e.g. to temporarily hold a site for a reservation?

A: A new option was added back in version 6 to support this kind of operation.  Essentially you'll use the Inquiry status, but need to enable it to show Inquiry reservations on the Rack (if they have a Site assigned).  Go to Maintenance / Program Options / Functions and check "Inquiry reservations show on the Rack and block others".  Now when you're in New Reservation and want to do this, make sure you've already selected a Site (and a customer) and click the "Inquiry" button at the bottom.  It will show on the Rack in a different color than those that are Pending, etc.

Note that it will be treated like other reservations on the Rack, and will block the site from other reservations just like a Pending reservation.  It will be up to you to get back to it later, or to notice the different color indicating that it's just an Inquiry and decide whether to make it Pending, Confirmed, etc or to Cancel it.

There is also an option (in Maintenance / Program Options / Functions) to include sites with those Inquiry/Pencil-In reservations as "Available" when using the "Show Available" option -- so if this is selected then it will still show the site as though it's open even though it has the Inquiry on it.  Of course you would need to cancel the Inquiry or move it to another site in order to actually assign that site to another reservation.