Quick Start: Your First Booking in Rentablez

Welcome to Rentablez! Once your account is created you are ready to see the platform in action. In about 10–15 minutes you will finish the guided setup, add your first item and customer, and complete your very first booking.

Don’t worry about getting everything perfect right now. Advanced features like duration-based price lists, tax profiles, and contracts can wait — for this quick start we just want to get the system moving.

Before You Begin

To follow along, make sure:

  • You have created your account and can sign in. If you haven’t yet, see Signing Up & Signing In.
  • You know the name and rental price of at least one item (for example, “Pro Camera 2000” at $50/day).
  • You have basic details for one test customer (a real or made-up name and email).

Prefer to explore with data already in place? During setup you can seed your workspace with sample assets, customers, and orders in one click — then edit or delete them later. See Adding & Removing Sample Data.

Step 1: Finish the Setup Wizard

The first time you land on your dashboard, Rentablez opens a Complete Your Setup wizard. You must finish it before the rest of the app unlocks, so this is genuinely step one for every new workspace.

The wizard walks you through:

  • Business details — your business name, contact info, and address (with address autocomplete). These details appear on your invoices and quotes.
  • Terminology — optionally rename things to match how your business talks (for example, calling items “equipment” or “gear”).
  • Sample data vs. start fresh — the final step lets you choose Add Sample Data (populates the workspace so you can look around) or Start Fresh (an empty workspace you build yourself).

Work through each step and finish the wizard. For a full walkthrough of every option, see Completing Your Setup.

The exact steps and fields in the wizard can vary — Rentablez tailors them to your workspace. Just follow the on-screen prompts to the final step.

If you chose Add Sample Data, you already have items, customers, and orders to explore — feel free to skim the steps below to see how they were created. If you chose Start Fresh, keep going and build your first booking now.

Step 2: Add Your First Rental Item

Let’s create something for you to rent out.

  • Click Assets in the left sidebar.
  • Click Create Item in the top right.
  • Fill in the required fields, including the item name, category, and rental rate. See Creating an Asset for the full walkthrough.
  • Click Save.

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

Step 3: Add Your First Customer

Next, you need someone to rent the item to.

  • Click Customers in the left sidebar.
  • Click New Customer.
  • Enter the customer name and choose whether they are an individual or a company. See Managing Customers for the full set of fields.
  • Save the customer.

Your customer is now stored and ready for bookings.

Step 4: Create Your First Booking

Now for the exciting part — combine the item and the customer into a rental order.

  • Click Orders in the left sidebar.
  • Start a New Order.
  • Select the customer you just created.
  • Add the item you created in Step 2.
  • Set the start and end dates — the price is calculated automatically from the item’s rate and the rental duration.
  • Save. The order is created as a Draft.

See Creating a Rental Order for the full order form, and Order Processing to confirm the order and move it through its lifecycle.

Congratulations — your first order is now in the system!

Step 5: Review Your Dashboard

Finally, confirm that your new order is being tracked.

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

You’ve completed the core workflow — from an empty workspace to a live order in just a few minutes.

What You’ve Achieved

In this short guide you have:

  • Finished the guided workspace setup.
  • Added your first rental item.
  • Created your first customer.
  • Completed your first rental booking.

What’s Next?

Now that you understand the basics, explore the more powerful features at your own pace.

You are well on your way to mastering Rentablez!