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FlexiRent Documentation

website·Indexed 30 days ago

https://docs-flexirent-ai.vercel.app

User guides for managing a rental business, including inventory tracking, booking management via a visual calendar, multi-location settings, tax configuration, and customer management. Features tools for creating discount coupons, managing rental blackouts, and configuring automated email and SMS notifications.

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What's inside FlexiRent

  1. Overview of FlexiRent rental management capabilities

    FlexiRent is a rental management platform designed for vehicle, equipment, and property rental companies. It provides tools to:

    • Manage inventory: Add rental items, set pricing, and control availability.
    • Handle bookings: Create, edit, and track reservations from a central location.
    • Manage customers: Maintain a customer database including booking history.
    • Process payments: Generate invoices and track payment status.
    • Get insights: Access reports and analytics regarding business performance.

  2. Overview of FlexiRent platform settings

    The Settings area of the FlexiRent platform is used to configure and manage the platform. It is divided into six primary management sections accessible via the left sidebar:

    • Users & Permissions: Manage team access.
    • Locations: Manage physical business locations.
    • Tax Configuration: Set tax rates and fees on a per-location basis.
    • Coupon Manager: Create and manage discount codes.
    • Delivery Settings: Configure delivery options and associated fees.
    • Blackout Manager: Block off specific dates for pickups, drop-offs, delivery, and collection.

  3. Navigate and search the Customers dashboard

    The Customers dashboard provides a high-level overview of the customer base, including total customer count, active rentals, total revenue, and average customer value. Users can find specific customers using the context-sensitive search bar, which supports searching by customer name, phone number, or company name with real-time result updates.

  4. Manage customer profiles and order history

    Clicking a customer opens their full profile, which consists of:

    • Customer details card: Displays full name, company, account status (active/inactive), tax exempt status, contact info, and sign-up date.
    • Overview card: Shows total spend, number of orders, and active rentals.
    • Order history: A list on the right side showing order numbers, dates, rental periods, booking status, and amounts. Clicking an order opens the full order details page.

    To create a new booking for a specific customer, use the Add Order button within their profile.

  5. Understand coupon list attributes

    The coupon list provides a comprehensive overview of all active and inactive codes with the following data points:

    • Code: The actual string customers enter at checkout.
    • Name: An internal identifier for team use.
    • Discount: The value of the discount (percentage or flat amount).
    • Expiration: The date the coupon becomes invalid, or 'No expiration'.
    • Usage: The total count of times the coupon has been applied.
    • Status: The current activation state of the coupon.

  6. Manage rental inventory in FlexiRent

    FlexiRent provides a centralized system to manage the collection of items available for rent. Key management capabilities include adding new items to the fleet, updating item details and specifications, setting rental rates (daily, weekly, and monthly), controlling booking availability, and organizing items into categories.

  8. Understand the Inventory Calendar availability view

    The Calendar provides a visual overview of inventory availability by month. Each inventory item is represented as a row, with days of the month across the top. Availability is indicated by color-coded blocks:

    • Blue: Confirmed booking
    • Yellow: Manually blocked out or unavailable period
    • Empty rows: The item is available for those dates.

  12. Understand Order Management list columns

    The Order Management list provides a high-level overview of all rental orders with the following data points:

    • Order ID: Unique reference number for the booking.
    • Customer: Name of the customer.
    • SKU: The inventory item identifier.
    • Rental Item: Full name and location of the item.
    • Rental Period: Start and end dates of the rental.
    • Status: Current status of the booking.
    • Payment: Amount paid and total order value.

    To perform actions such as viewing, editing, or cancelling a booking, click the ... menu on the specific order row.