The administrator chooses the business, the manager fills it, the counter starts booking
Who is involved
| Role | What they do |
|---|---|
| Tenant admin | Chooses the kind of business and the words. |
| Rental manager | Adds items, units, prices and locations. |
| Rental agent | Takes the first booking. |
Step by step
- Tenant admin
Opens Rentals and chooses the closest of the eight starting points, with its recommended settings and words.
What they see:The toast says what was added; screens now use the industry's words.
- Tenant admin
Gives the Rental manager and Rental agent roles to the right people in Settings.
What they see:Each person sees the Rentals tile.
- Rental manager
Adds a location with its opening hours, then the first item and its units.
What they see:The getting-set-up checklist ticks them off.
- Rental manager
Builds the price card from one daily price and checks it with Price this.
What they see:Every price rule is written and the test shows the breakdown.
- Rental agent
Opens New booking and makes the first hire.
What they see:The price and availability show as they type.
- Rental manager
Reviews the booking in the list and on the home screen.
What they see:The tiles count it.
Who is told what
None for setup.
Related
- Rentals
- The counter books and hands over, the manager takes it back and closes it
- The manager asks for the invoice, the accountant issues it, the customer pays
- Two agents go for the last unit
- Rental lines on an accepted quote create the rental
- Rental products and website booking requests become reserved bookings
- Team workflows