Welcome to Booqable! We are so happy to have you onboard.
The following article will guide you through all the essential steps you should take, in the correct order, so you can get your Booqable account quickly and efficiently set up for success.
How it works
To prevent having to repeat steps, or create more work for yourself in the future when completing the set up of extra features in Booqable, we have created the following checklist order for you to follow so your account can be set up as effeciently as possible.
By the end of these steps, your account should be set up in a way that allows you to accept go live with both your online and in-store rental store, so you can start saving time and increasing your revenue with Booqable Rental Software.
Step 1. Add your products
1. Create a tax profile
So taxes can be automatically assigned to every product, and calculated on every order, follow the instructions in the link below to set up taxes as a first step.
Prefer to read the written guide instead? Learn how to set up taxes in Booqable.
2. Add a rental product
So you can complete the future steps of setting up product pricing, your rental website, and accepting rental orders- you can first follow the instructions below to add your rental products.
You will learn how to add products of different tracking methods, variations (for sizes, color, etc), and stock count in this step.
Prefer to read the written guide instead? Learn how to set up rental products.
💡Note: To add sale or service items to your Booqable inventory, click here.
3. Set up pricing
1. So that you can start charging for your rental orders, follow the instructions in this step to choose how each of your products are priced. This could be through a flat fee, a fixed price, a custom pricing structure, and seasonal/weekday price changes.
Prefer to read the written guide instead? Set up product pricing.
2. Set up advanced pricing for seasonal, weekday, and pickup/return price changes in the video below.
Prefer to read the written guide instead? Set up advanced pricing.
4. Set up security deposits
So the pricing on your orders are correct in the upcoming steps, you can follow the instructions below to set up how you wish refundable security deposits to be charged in order to protect your rental products.
Prefer to read the written guide instead? Choose how refundable security deposits are charged.
Step 2. Set up your online store
💡Note: If you do not plan to take orders online, and prefer in-store/over-the-phone orders instead, skip this step.
1. Set up your website
So you can start taking online reservations from customers, follow the steps below to either easily create a brand new website with Booqable, or connect Booqable to an existing website of your own.
1. Create a new website with Booqable.
Prefer to read the written guide instead? Create a new website with Booqable.
2. Want to connect Booqable to an existing website instead? Follow our written guide.
2. Set up rental periods and operating hours
So that customers can choose the correct dates, times, and durations for their pickup and return - follow the steps below to set up rental periods and operating hours for your store.
Prefer to read the written guide instead? Learn how to set up rental periods and operating hours.
3. Display product availability
To remove the need for your customers to contact you first, you display all product availability online to allow advanced bookings for your rental products directly.
Prefer to read the written guide instead? Display or hide product availability online.
4. Place a test booking
So you can review your customer’s experience ordering online before going live, follow the steps below to place a test booking on your rental website.
Prefer to read the written guide instead? Place a test booking online.
Step 3. Create and fulfil orders
1. Create an order
So you can prepare for in-store or over the phone orders, learn how to create a manual order in Booqable with the steps below.
Prefer to read the written guide instead? Create an order in Booqable.
2. Reserve an order
To prevent double bookings and keep product availability updated, follow the step below to reserve an order.
1. Click Reserve on the individual order's screen; once you are happy with the rental periods, products, and prices selected for the order.
3. Pick up an order
To mark that an order has been picked up by a customer, follow the step below to mark an order as Picked-up.
1. Click Pickup on the individual order's screen, to practice the step that will occur at the time the products are handed over to the customer.
2. In the pop-up box that will appear, click the 'Specify stock item' button to select the specific stock items that will be going out with the customer on this order.
4. Return an order
what this does.
why do it in this order.
Return an order to select the items that are now coming back into availability.
instructions
Step 4. Accept payments
1. Connect your Stripe or PayPal account
In order to charge credit cards and/or Paypal accounts for your rental orders, follow the tutorial below to learn how to connect your Stripe and/or Paypal account to Booqable.
Prefer to read the written guide instead? Learn how to connect Paypal or Stripe to Booqable.
2. Enable online payments
By enabling online payments in your settings, you have now unlocked the last step required to go live with Booqable, and start accepting orders both in-store and online
Prefer to read the written guide instead? Learn how to enable online payments in Booqable.