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Rentrax Software
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Quick Videos
Business Settings
How to upload business logo?
How to add business website?
How to add business email?
How to set time zone?
How to modify calendar time intervals?
How to modify date and time format?
How to define specific holidays?
Activity Settings
How To Limit The Number Of Items Per Order
How To Enable The Pre-Authorization Security Deposit At Delivery
How To Upload The Site Background Picture
How To Enable Sale Taxes For Used SKU Items
How To Set The Time Range Duration
How To Set The Hourly And Daily Durations
How To Set A Seasonal Duration
How To Enable/Disable The Duration
How To Set A Season Period
How To Set The Activity Range
How To Display The Price Of The Item Including Tax
How To Turn Off Displaying The Packages Tab On The Order Form
How To Set The Order Limitation
How To Change The Walk-In Category Visibility
How To Hide The Product Description
How To Enable/Disable The Re-Ordering Process
How To Enable/Disable Multiple Renters
How To Enable/Disable The Availability Calendar On The Order Form
How To Enable/Disable Skipping The Credit Card Entry
How To Enable/Disable Sending Emails To The Additional Renters
How To Display The Product Option On The Order Form
Use Parameters On The Waiver
Enable Preauthorization
Show Remaining Articles (8)
Collapse Articles
Message Settings
How To Set A Customized Email Opening/Closing Paragraph
How to setup CC emails?
How To Set On-Screen Notifications On The Order Form
How To Set Auto SMS
How To Enable/Disable Sending The Closing Order Email
How To Enable/Disable Sending The Cancelled Order Email
How To Create A New Message Template
Edit SMS Reminder For Return Items
Set SMS Reminder Triggers For Rent Order’s “Start and Finish”
Set Auto SMS For Delivered Orders
Category Settings
How To Track Products Based On SKU
How To Track Products Based On Quantity
How To Set The Security Deposit For The Products
How To Enable The Daily Drop-off/Pickup During Rental Period
How to assign products attributes group?
How to upload category image?
How to bundle rental items?
How to assign renter attributes?
Add Short Product Details
Add Detailed Product Description
Processing Orders
How to Place Orders Through Back-End
How to Place Phone Orders
How to Change Rental Period
How To Confirm Reservations
How to Cancel an Order
How to Process a Refund
How to attach driver license?
How to Deliver Orders
How to close reservations
How to search for a particular SKU?
Tours Settings
Set Tour Reservation Confirmation
Let Customers Edit Their Tour Orders
Include Signed “Terms & conditions” In The Emails
Enable The Waiting List
Customize Tour Emails
Accept Partially Available Orders
Send Email Copy to Store (For Tours)
Client Portal
How to activate a new subscription in your account
Other Videos
Check The Rent Orders History
How to limit deliveries per day?
How to set a device as kiosk for walk-ins?
Customers
Add New Customer
Search Customer’s Name
Edit Existing Customer’s Credit Card
Edit Existing Customer’s Information
User Management
Add New User
Add New Role
Extend Expired User Accounts
Deactivate Users
Edit Roles
Delete Roles
How to set up access key?
Getting Started
Onboarding Guide
Business Information
Business settings
Learn about setting up Business Name, Upload Business & Invoice logos & Taxes.
Location Settings
General Information
Business Name, Location, Website link, And Location Address.
Regional settings
Currency Name, Currency symbol, Timezone & Calendar time intervals.
Business Calendar
Open & close hours, Define closed dates on specific days
Location Categories
Location category settings
Payment Processor
Setting up a Payment Processor
Quick books
Quick Books
Categories
Category structure
Category structure
Categories Creation
Creating Categories
Package Creation
Creating Packages
Category Report
Category Revenue Report
Products
Product SKU
How does the SKU system work?
Products Inventory
Product (Rental) Inventory
Sale Inventory
Products Maintenance
Products Maintenance & Edit Product
Product Attributes
Product Attributes
Importing Products
Importing Products
Products Report
Product Reports
Payment Setting
MasterCard and VISA processing guidelines
Security Deposit
Pricing
Pricing Template
Creating a Price list templates
General Settings
Pricing General Settings
Price table
Price Table
Assigning Categories
Assigning Price Template to Category
Cancellation Fee
Learn about setting up Cancellation Fee
Activity Settings
Activity Type Definition
Activity Settings
Activity Settings
Activity General Settings
Setting different types of Durations.
Setting a Rental Order Form
Setting a Seasons calendar & pricing.
Terms and Conditions-Waiver.
Message Settings
Adding customized messages under Message Settings
Availability Calendar
Availability Calendar
Availability Calendar
Customers
Customers Profile
Customers Profile
Reservation
End-to-End Reservation
Rent Orders list
Reservation Management
Online Reservation
Back-End Reservation
Phone Reservation
Late Return Fee Calculation
Orders and Reservations Search
Order Cancellation process
Reservation Page Settings
Payment Methods
Pay with Cash
Online Payment
PayPal Payment
Card Present
Delivery
Delivery Setup
Delivery Settings
Staff Management
User Management & Roles
Employee Login
Mobile App
Mobile App Setup
Mobile App Capabilities :
Mobile App Delivery Report
Mobile App Rent Orders
Quick Sale
Quick Sale orders
Quick sale & Sale Orders
SMS
Batch SMS
Batch SMS
SMS (Short Message Service)
Tours
TOUR Settings
General Tour Settings
Setting Age Groups, Locations, Add-Ons, Taxes, and Terms for Tours
Message Center for Tours
Tour Definition
Creating and Editing Tour Templates
Creating Tour Events
Managing Your Definitions
Tour Reservations
Tour Reservation Page
Managing Tour Reservations
Reports
Delivery Report
Payments Report
Ad-hoc Report
Category Revenue Report
Coupon Report
SMS Report
Daily Report
Products Report
Rent Orders Report
Sale Order Report
Inventory Turnover Report
Repair Log Report
Cash Deposit Report
System Logs Report
FAQs
Managing your Rentrax Subscription
How can I update my credit card information on the client portal?
How can I see my Rentrax invoice?
How I can reset my password when I forgot it?
How can I change my subscription plan?
How Can I Subscribe to Sending SMS?
How can I put my subscription on park mode?
What are the web addresses I need to keep in mind for my Rentrax system?
Managing your Point Of Rental
I Have a Few New Products, How Can I ADD Them to My Inventory?
For some of my changes, the system is asking for a password? What is it and how I can set it?
How can I change one existing SKU in the system?
How Can I Create a Simple Coupon?
How can I add a new price for my new products?
How can I set my business email address and the one I want to receive confirmations email with?
How do we delete a user?
Which report can we use to see coupons that have been created?
Why do some of the inventories in my availability calendar have stars on the side?
How can I change my password?
Booking Page
How can I add a size option to my product on the order form?
How can I hide a product on my online booking page?
We are closed on some days. How can I disable these dates on my online booking page?
I added price templates, but they are not showing up on the order form
How can I add a message to the order form?
Orders, Invoices and Payments
How can I change the total price on the final invoice?
How can I split invoices in one order?
Why can’t I find orders on the rent order page?
How can I track payments on several Cash Registers?
Why can’t I see some of my orders in my revenue report?
Coupons
Partners and Coupons
Main
Quick Videos
Category - Quick Videos
Business Settings
How to upload business logo?
How to add business website?
How to add business email?
How to set time zone?
How to modify calendar time intervals?
How to modify date and time format?
How to define specific holidays?
Activity Settings
How To Limit The Number Of Items Per Order
How To Enable The Pre-Authorization Security Deposit At Delivery
How To Upload The Site Background Picture
How To Enable Sale Taxes For Used SKU Items
How To Set The Time Range Duration
How To Set The Hourly And Daily Durations
How To Set A Seasonal Duration
How To Enable/Disable The Duration
How To Set A Season Period
How To Set The Activity Range
How To Display The Price Of The Item Including Tax
How To Turn Off Displaying The Packages Tab On The Order Form
How To Set The Order Limitation
How To Change The Walk-In Category Visibility
How To Hide The Product Description
How To Enable/Disable The Re-Ordering Process
How To Enable/Disable Multiple Renters
How To Enable/Disable The Availability Calendar On The Order Form
How To Enable/Disable Skipping The Credit Card Entry
How To Enable/Disable Sending Emails To The Additional Renters
How To Display The Product Option On The Order Form
Use Parameters On The Waiver
Enable Preauthorization
Message Settings
How To Set A Customized Email Opening/Closing Paragraph
How to setup CC emails?
How To Set On-Screen Notifications On The Order Form
How To Set Auto SMS
How To Enable/Disable Sending The Closing Order Email
How To Enable/Disable Sending The Cancelled Order Email
How To Create A New Message Template
Edit SMS Reminder For Return Items
Set SMS Reminder Triggers For Rent Order’s “Start and Finish”
Set Auto SMS For Delivered Orders
Category Settings
How To Track Products Based On SKU
How To Track Products Based On Quantity
How To Set The Security Deposit For The Products
How To Enable The Daily Drop-off/Pickup During Rental Period
How to assign products attributes group?
How to upload category image?
How to bundle rental items?
How to assign renter attributes?
Add Short Product Details
Add Detailed Product Description
Processing Orders
How to Place Orders Through Back-End
How to Place Phone Orders
How to Change Rental Period
How To Confirm Reservations
How to Cancel an Order
How to Process a Refund
How to attach driver license?
How to Deliver Orders
How to close reservations
How to search for a particular SKU?
Tours Settings
Set Tour Reservation Confirmation
Let Customers Edit Their Tour Orders
Include Signed “Terms & conditions” In The Emails
Enable The Waiting List
Customize Tour Emails
Accept Partially Available Orders
Send Email Copy to Store (For Tours)
Client Portal
How to activate a new subscription in your account
Other Videos
Check The Rent Orders History
How to limit deliveries per day?
How to set a device as kiosk for walk-ins?
Customers
Add New Customer
Search Customer’s Name
Edit Existing Customer’s Credit Card
Edit Existing Customer’s Information
User Management
Add New User
Add New Role
Extend Expired User Accounts
Deactivate Users
Edit Roles
Delete Roles
How to set up access key?
