Shelf™|
Shelf Logo

How to Generate a PDF Overview of Your Reserved Assets (Bookings)

The Shelf bookings feature enables users to pre-book assets from inventory and generate printable PDF overviews, which is valuable for event preparation and equipment loan tracking.

Generating a PDF of Your Booking / Reservation

The bookings feature allows you to pre-book assets from your available inventory. Whether you're preparing for a big event or just need to keep track of equipment loans, having a printable list can be incredibly useful. Here's how to generate a PDF overview:

  1. Navigate to any booking in your Shelf account
  2. Locate the action dropdown menu
  3. Click on "GENERATE PDF"

What's Included in the PDF?

When you generate a PDF, the server creates a comprehensive document containing:

What's Included in the PDF?

  • Workspace name
  • Booking name
  • Custodian responsible for the booking
  • Booking period (start and end dates/times)
  • Booking description
  • Detailed asset data (name, kit, category, location, QR code)
  • Date of PDF generation

Practical Applications

Users have found numerous valuable applications for this feature:

  1. Pre-packing Checklist: Use the PDF as a checklist when packing items for transport, ensuring nothing is left behind.
  2. Physical Sign-off: Collect physical signatures from custodians taking responsibility for assets, providing accountability.
  3. Offline Backup: Keep a physical record of assets checked out, useful where digital access might be limited.
  4. Inventory Audits: Quickly cross-reference physical assets against the booking list during audits or spot checks.

Best Practices

  • Generate the PDF shortly before the booking start date to ensure up-to-date information.
  • Consider keeping both digital and physical copies for redundancy.
  • Use the QR codes on the PDF to quickly check in assets upon their return.

Ready to try Shelf?

Put what you're learning into practice. Free plan available — no credit card required.