GET GOING · Getting started

Your first-day setup checklist

The settings to complete before you take your first booking.

Last verified For operators 2 min read

Work through these steps in order. Each one links to a detailed guide.

1. Company basics

  1. Settings → Business: add your business name, phone, contact email, website, address, logo and brand colours. Set your Time zone. Until you do, reports use UTC days. See Business profile and time zone.
  2. Settings → Regions: create one region per operating location (for example, each depot). Every vehicle belongs to exactly one region. See Regions.

2. Get paid

  1. Settings → Merchant Accounts: connect Stripe so you can take card payments. See Connect Stripe.
  2. Settings → Taxes & Fees: choose a tax source (none, manual rates or TaxCloud) and add any mandatory fees. See Taxes and fees.
  3. Settings → Security Deposits: decide when deposits are requested and whether you accept cash. See Security deposits.

3. Build your fleet

  1. Settings → Vehicle Categories: create the categories you rent by (for example, Motorhomes and Travel Trailers).
  2. Fleet → Rate Plans: create at least one rate plan so vehicles have a nightly price. See Rate plans explained.
  3. Fleet → Vehicles → New Vehicle: add each vehicle, then complete its tabs: location, listing, photos, rules and internal info. See Add a vehicle.

4. What you sell at checkout

  1. Settings → Add-ons & Fees: add extras like linen packages or generators.
  2. Settings → Insurance: set up the protection plans renters can (or must) buy.
  3. Settings → Fleet Documents: add your rental agreement, cancellation policy and other terms.
  4. Settings → Delivery Locations: add campgrounds or other places you deliver to, each with a flat fee.

5. Go live

  1. Settings → Webpage Settings: set your booking page URL, branding and (optionally) a custom domain. See Your public booking page.
  2. Settings → Email & Domains: authenticate your domain so emails come from your brand.
  3. Settings → Users: invite your team and give each person a role.
  4. Settings → Integrations: connect RVshare if you list there.

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