~15 min Beginner

Organize gear into kits ​

Some equipment always travels together — a camera body with its lenses and charger, a toolbox with its tools, a PA case with cables and stands. A kit groups these as one container item holding member items, so you can book and hand out the whole set in one step instead of picking every piece each time.

In this tutorial you'll build a kit, see how it appears in listings, book it as one unit, and learn the availability rules and restrictions that come with kits.

Step 1 — Create the kit container ​

The container is a normal fixed-asset item that holds the others — often the physical case or bag itself.

  1. On the Items page, click Add and choose Add items.
  2. Name the container after the set — e.g. "Camera kit A".
  3. In the Kit section, enable Make this item a kit container.
  4. Save. (You add the kit's items afterwards, under the item's Settings > Kit.)

Already have the container registered? Open that item's Settings tab, go to the Kit section and enable it as a kit container there instead.

Step 2 — Add the members ​

  1. Open the kit container's page and click the Settings tab.
  2. In the Kit section, add the items the kit contains. You can add and remove members here at any time.
  3. Each member item's own Settings > Kit section now shows which kit it is part of.

Step 3 — See the kit in your listings ​

  • On the Items page, the two buttons to the left of the search field switch between the kits view, where kit containers can be expanded to show their sub-items, and a flat list showing every item on its own row.
  • On the kit container's item page, a widget shows the kit's items with their availability and condition — a one-glance health check of the whole set.
The Items list.

Step 4 — Book the kit as one unit ​

  1. Create a new reservation and add the kit container as the item — one row covers the whole set.
  2. Watch the availability check: if any item inside the kit is already booked during the period, the whole kit is flagged as unavailable. Resolve it by changing the period, or by removing the busy member from the kit.
  3. Save the reservation.

That flagging rule is the heart of kit availability: the kit is only as available as its least-available member, so you can never double-book part of a set.

Step 5 — Hand it out and take it back ​

  1. At pickup, open the reservation, click More → Create checkout — the checkout is created from the reservation with a permanent relation (see Check out from reservation). You can also check the kit out directly from its item page with Perform task → Check out.
  2. On return, click Check in on the checkout and add a remark if anything in the kit is damaged or missing.

The full cycle works exactly like the lending workflow — the kit container just stands in for the whole set.

Step 6 — Know the restrictions ​

  • Kits are for fixed assets only. Inventory items (consumables, stock) can't be a kit or be part of one — and an item that is a kit or a kit member can't be converted to inventory until it's removed from the kit.
  • One kit per item: a member's Settings > Kit section shows which kit it belongs to.
  • Kits require a Startup or higher plan.

What you accomplished ​

  • A kit container holding the items that always travel together
  • Members visible in the expandable kits view and on the container's page, with availability and condition per member
  • Bookings that cover the whole set with one item row, protected by member-aware availability flagging
  • A checkout/check-in routine for the kit identical to any single item
  • Clarity on the rules: fixed assets only, no inventory items, one kit per member

Where to go next ​

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