Rental Booking — Admin Setup
Setting up rentals involves three steps: enabling the rental service, creating a rental item type, and configuring products with time-based rates.
Step 1: Enable the Rental Service
- Navigate to Settings > Software & Hardware Settings > Interfaces Settings.
- Find the Enable Rentals toggle under the Catalog Management Settings section.
- Turn the toggle on.
- Save your changes.
Once enabled, the rental booking page becomes available to customers.
Step 2: Create a Rental Item Type
Item types define how your products behave. To create a type for rental items:
- Navigate to your Item Type editor.
- Create a new item type or edit an existing one.
- Enter a Name (e.g., "Rental Equipment").
- In the toggles section, turn on the Rental Item toggle. This marks products of this type as available for rental.
- Configure the remaining settings for your rental items:
- Disable Simple Price — Turn this on. Rental items use Price Categories instead of a single price.
- Disable Price Category — Turn this off. Rental items require a Price Category to hold their time-based rates.
- Tax Setting — Set as needed. Rental items are typically taxable.
- Use Type — Select the appropriate use type for your items.
- Save the item type.
Step 3: Configure Unit Types for Time Intervals
Unit Types define the time intervals your rentals use (e.g., "1 Hour", "1 Day"). Each unit type has a multiplier value expressed in minutes.
- Navigate to your Unit Type management.
- Create or edit the unit types you need. Common examples:
| Description | Multiplier (minutes) |
|---|---|
| 30 Minutes | 30 |
| 1 Hour | 60 |
| 2 Hours | 120 |
| 4 Hours | 240 |
| 1 Day | 1,440 |
- The multiplier must always be in one-minute increments. A description of "1 Hour" requires a multiplier of
60. A description of "1 Day" requires a multiplier of1,440.
Step 4: Set Up Products with Rental Rates
- Create or edit a product in your catalog.
- Assign the product to the rental item type you created in Step 2.
- Under pricing, assign a Price Category that contains the rental rates.
- Within the Price Category, add one price row for each rental rate, linking each to its Unit Type:
| Rate | Unit Type | Multiplier | Price |
|---|---|---|---|
| 1 Hour | 1 Hour | 60 | $45.00 |
| 1 Day | 1 Day | 1,440 | $120.00 |
- Set the product's inventory count to reflect how many units you have available for rent.
- Save the product.
Repeat for each item you want to make available for rent.
Verifying the Setup
After completing the setup:
- The rental booking page should list the categories that contain your rental items.
- Each item should display its time-based rates on the booking page.
- Inventory counts should reflect the number of units available.
Next Steps
Once products are configured, customers can begin booking rentals. See Customer Booking for the customer flow, and Managing Rentals for handling reservations, check-outs, and returns.