9.1 Getting Started Dashboard

The Getting Started Dashboard is the first page that you will see when you first signed up for a trial. This section helps you to get your system up and running. There are a total of 12 different steps and are somewhat necessary to get the system fully up and running. Do note that once you are not in trial mode, you cannot see this tab.

Getting Started

 

Pickup & Return Locations

This step will help you to set up all the locations of your rental company especially if you have more than one pickup and return point. By default, the system has 2 locations which are the office and the airport but these locations are removable.

Import Vehicles

One of the more important steps when setting up the system. With this step, you are able to enter your entire fleet into the system without the hassle of adding them in one by one. Just click on the “Download Template” button to download an excel file template. Click “Upload” once after you have finished entering your vehicle information and it will upload your fleet to the system after a series of validations done by the system.

Customize Vehicle Classes

This is also one of the next important steps to get the system up and running. Your vehicle classes (standard, premium, economic) are what determines your rates. So in the event that your rates are set up in a way that each different type of vehicle model (Ford Fiesta, BMW 118i) has a different rate, you would have to set up a different vehicle class for each of them. You can also add any additional information about your vehicle classes and it will show during the reservation process.

Upload Logo

This step uploads your overall company logo. To set up each of your branch’s company logo you can head to Branches settings under the Fleet category.

Seasons

This step helps to set the different seasons that your company uses. For example, peak and non-peak season or summer and spring. Do note that the date of the seasons cannot overlap each other or it will cause the system to have an error. You can create as many seasons as you would like.

Rates

This step helps to set up your company’s hourly, daily, weekly or monthly rates. The system requires the minimum of a daily rate for it to work. If you have set up your seasons, you can set up the different rates for the different seasons so that you can easily get the correct amount for your rental.

Security Deposits

This step sets up your company’s security deposit rules if your company has any specific rules regarding additional payments that the customer must adhere to.

Additional Charges

This step sets up any additional services that your company provides to a customer. For example, child seats or GPS systems.

Customize Reservation Email(s)

This step sets up most of the default email templates that are sent out by the system to a customer. These include when a reservation is confirmed when the reservation becomes a quote, payment emails, and other types such as after-sales emails and canceled reservations.

Accept Online Payments

This step sets up the online payments if your company is planning to accept it. Currently, the gateways that we provide are Mollie, CXPay, PayPal, MercadoPago, Stripe, Swipe,  Doku, Forte Net, Klarna and Ebanx. If your company would not like online payments, the system can still accept payments through cash or bank transfer.

System Users

This step sets up the user accounts that your employees will get to gain access to the system. It also sets up what access they will have to the system.

Preventive Maintenance

This step sets up the maintenance check-ups for your vehicles. Here, you can set up over what period of time or distance before your vehicle needs to undergo maintenance as well as assign a specific user to handle it.

 

To view more information about the other dashboards, follow one of these links:

 

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