Getting Started: Onboarding Overview

What This Is
This is your setup checklist to start accepting bookings.

If you are coming from an onboarding email, start with the step referenced in that email. You can also use this page to go through the full setup process in order.

Minimum Setup to Go Live
You only need to complete these core steps to start taking bookings:
  • Set up payments
  • Configure booking and availability
  • Set up delivery and taxes
  • Add 1–3 products
  • Review your website
  • Place a test booking

Everything else can be improved later.


Setup Progress
  • Step 1: Understand Your Account
  • Step 2: Set Up Payments
  • Step 3: Configure Booking and Availability
  • Step 4: Set Up Delivery and Taxes
  • Step 5: Create Your First Product
  • Step 6: Configure Your Website
  • Step 7: Test Your Booking Flow
  • Step 8: Go Live
Step 1: Understand Your Account

What to do:

  • Log in to your account
  • Click My Website in the top right
  • Go through the booking flow like a customer
  • Click through the left menu: Dashboard, Rentals, Orders, Website

Goal: Understand what customers see and where everything lives.


Primary guide:


Helpful guides:

Step 2: Set Up Payments

What to do:

  • Choose payment methods:
    • Credit card
    • Cash
    • Check
    • Custom (Zelle, Venmo, etc.)
  • If accepting credit cards, connect a payment processor
  • Set deposit rules (fixed or percentage)
  • Decide if deposits are required
  • Optional: add a processing fee

Goal: Make sure customers can complete payment.


Primary guide:


Helpful guides:

Step 3: Configure Booking and Availability

What to do:

  • Set drop-off window
  • Set pickup window
  • Set how far in advance customers must book
  • Limit deliveries per time slot if needed
  • Add buffer time if needed

Recommended:

  • Drop-off: 8:00 AM – 12:00 PM
  • Pickup: 8:00 AM – 8:00 PM

Goal: Keep booking simple and clear.


Primary guide:


Helpful guides:

Step 4: Set Up Delivery and Taxes


What to do:

  • Choose delivery method:
    • Distance-based
    • Zip code-based
  • Add delivery fees
  • Set tax rules

Distance-based:

  • Pricing by mileage ranges
  • Taxes set separately

Zip code-based:

  • Delivery fee per zip code
  • Tax rate per zip code

Goal: Ensure pricing calculates correctly at checkout.


Primary guide:


Helpful guides:

Step 5: Create Your First Product


What to do:

  • Create at least one category (e.g., Bounce Houses, Tables & Chairs)
  • Add 1–3 products

For each product:

  • Name
  • Category
  • Image
  • Pricing
  • Short description
  • Long description

Choose a booking type:

  • Day-based (most common)
  • Hourly / time-based

Set pricing:

  • Time increments (recommended)
  • Fixed price options
  • Hourly pricing

Optional features:

  • Add-ons (increase order value)
  • Variants (sizes/types)
  • Bundles (packages)

Goal: Add 1–3 products first. Do not build your full catalog yet.


Primary guide:

Helpful guides:

Step 6: Configure Your Website


What to do:

  • Review your website settings
  • Add your logo
  • Set your colors
  • Confirm contact details
  • Add FAQs if needed
  • Add testimonials if available
  • Add social links if active

Goal: Make your site clear, trustworthy, and easy to understand.


Primary guide:


Helpful guides:

Step 7: Test Your Booking Flow

Place a real test order.


Check:

  • Product display
  • Pricing
  • Availability
  • Delivery and pickup windows
  • Delivery fees
  • Taxes
  • Checkout flow
  • Confirmation email
  • Order inside BRS

If accepting credit cards:

  • Complete a real payment
  • You can set deposit to $1 for testing
  • Refund after

Goal: Confirm everything works before going live.


Primary guide:

Step 8: Go Live


Once your test booking works and everything looks correct, your site is ready to accept real orders.


You can continue improving your products, website, and settings after launch.


Goal: Get live, then improve over time.