<aside> đź’ˇ The Getting Started Dashboard is the first thing you will see when you create a trial account. This article will help you navigate your way through it!

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There are a total of 17 different steps on the getting started dashboard, and most of these are necessary to get the system fully up and running.

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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 pick-up 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 determine your rate structure. 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 if applicable. 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, or you can create a single season if your rates don't vary throughout the year.

Rates

This step helps to set up your company’s hourly, daily, weekly or monthly rates. The system requires a 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.