Quick Start: Your First Booking in Rentablez

Welcome to Rentablez! Now that you have created your account, you are ready to see the platform in action. In just 10–15 minutes, you will configure your business basics, add your first item and customer, and complete your very first booking.

Don’t worry about trying to set up everything perfectly right now. You can come back and explore advanced features like complex pricing rules or tax profiles later. For now, let’s just get the system moving.

Before You Begin

To complete this quick start, make sure:

  • You can sign in to your Rentablez account.
  • You have the name and rental price of at least one item (e.g., “Pro Camera 2000” at $50/day).
  • You have basic details for one test customer (real or fake name/email).

Tip: Use sample data if needed—you can easily edit or delete it later.

Step 1: Set Up Your Business Profile

First, let’s ensure your business name and basic details are correct, as these will appear on your documents.

  • Click Settings in the left sidebar, then select Organization.
  • Enter your Business Name, Phone Number, and Email Address.
  • Confirm your Currency (e.g., USD, EUR) and Timezone settings are correct. See Organization Settings for full details.
  • Click Save.

Your business profile is now ready and your details will appear on all future invoices and quotes.

Step 2: Add Your First Rental Item

Now, let’s create something for you to rent out.

  • Click Assets in the left sidebar.
  • Click Create Item in the top right corner.
  • Fill in the required fields: Item Name, Category, and Rental Price. See Creating an Asset for the full walkthrough.
  • Click Save.

You now have a rental item in your system that is ready to be booked.

Step 3: Add Your First Customer

Next, you need someone to rent the item to. Let’s add a customer profile.

  • Click Customers in the left sidebar.
  • Click + New Customer.
  • Enter the Customer Name and select Customer Type (Individual or Company). See Managing Customers for more options.
  • Click Create Customer.

Your customer is now stored and ready for bookings.

Step 4: Create Your First Booking

Now for the exciting part: let’s combine the item and the customer into a rental order.

  • Click Orders in the left sidebar.
  • Click + New Order.
  • Select the Customer you just created.
  • Add the Asset you created in Step 2.
  • Set the Start Date and End Date — the price is calculated automatically.
  • Click Save. The order is created as a Draft.

See Order Processing to confirm and move the order forward.

Congratulations! Your first order is now in the system.

Step 5: Review Your Dashboard

Finally, let’s verify that your new order is being tracked correctly.

  • Click Dashboard in the left sidebar.
  • Look for your order in the upcoming bookings or recent activity.

You’ve completed the core workflow! You went from zero to a live order in just a few minutes.

What You’ve Achieved

In this short guide, you have:

  • Configured your business profile.
  • Added your first rental item.
  • Created your first customer.
  • Completed your first rental booking.

What’s Next?

Now that you understand the basics, you can start exploring more powerful features at your own pace.

You are well on your way to mastering Rentablez!