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Getting Started
Getting Started
Great for people getting acquainted with Wheelbase
+2
47 articles in this collection
Written by
Ryan Quinn,
Michael Haan,
Horst Bauer
and 2 others
How to ensure smooth claim payout for Consigned Vehicles
If you are renting out a vehicle in your business that is consigned (you/your business does not own the vehicle) read this!
Written by
Horst Bauer
Updated over a week ago
Getting Started With Wheelbase
Account setup, first time user
Written by
Michael Haan
Updated over a week ago
QUOTES Status Terminology
Find out what the difference is between Waiting on You, Sent to Renter, and Draft
Written by
Horst Bauer
Updated over a week ago
How to Identify Vehicle ID Numbers, Customer ID Numbers, & Reservation Numbers
Learn how to find the ID numbers for Customers, Reservations, & Units when seeking support assistance to mitigate mistakes and confusion.
Written by
Horst Bauer
Updated over a week ago
Navigating Reservations
Learn to navigate around the Reservations page and manage your customer's reservation
Written by
Horst Bauer
Updated over a week ago
Quoting - In Depth
All you need to know to successfully quote a customer from the Quotes tab in the main menu
Written by
Horst Bauer
Updated over a week ago
How Do I Change My Wheelbase Password?
Written by
Horst Bauer
Updated over a week ago
What's the Difference Between "Approve Request" and "Complete Reservation?"
Written by
Horst Bauer
Updated over a week ago
Customer Credits
How to add, use, and refund credits
Written by
Michael Haan
Updated over a week ago
What Internet Browser Should I Be Using?
Find out what internet browser is best for optimal Wheelbase performance.
Written by
Horst Bauer
Updated over a week ago
Calendar Introduction
Learn the basic features and functions of the Calendar page
Written by
Horst Bauer
Updated over a week ago
Navigation and Setup
Learn how to get started and setup your Wheelbase account
Written by
Horst Bauer
Updated over a week ago
Feedback & Feature Requests
Recommendations, feature requests, feedback
Written by
Michael Haan
Updated over a week ago
Reservation Checkout Flow Guide
The guide to understand your customer's online booking experience
Written by
Mason
Updated over a week ago
How Do I Sign Up for Text Message (SMS) Notifications?
Learn how to enable text messages, and what triggers text notifications
Written by
Horst Bauer
Updated over a week ago
How Can Renters Manage Their Bookings, Input Driver's License Info, Pay Online, or Leave a Review?
Learn how your renters can add a driver, pay their booking, and see details of their booking & payment history, even LEAVE A REVIEW!
Written by
Horst Bauer
Updated over a week ago
Linking Your Wheelbase Calendar To Your Google Calendar
Your calendar feed lets you subscribe to your reservation calendar from your phone or other calendar apps.
Written by
Mason
Updated over a week ago
Can I change the language of emails renters receive?
Learn how to change the 'locale' of a renter so they receive the system generated emails in their native language.
Written by
Horst Bauer
Updated over a week ago
How to Navigate Between Multiple Locations?
Learn how to go back and forth in Wheelbase between your locations or view all of your locations at the same time
Written by
Horst Bauer
Updated over a week ago
My screen's not loading, it just spins, my changes did not save.
Written by
Horst Bauer
Updated over a week ago
Are Security Deposits Authorization Holds on My Renter's Card, or is it Actually Charged?
Written by
Horst Bauer
Updated over a week ago
Sending Automated Emails to Renters
A quick overview on how Wheelbase sends emails to renters, both for receipts, confirmations, reminders and more.
Written by
Ryan Quinn
Updated over a week ago
What is an Abandoned Checkout?
Written by
Horst Bauer
Updated over a week ago
Email Notification Preferences
How to subscribe or unsubscribe from email notifications per user/locations
Written by
Michael Haan
Updated over a week ago
Reservations page
How to Change the Payment Method for a Future Scheduled Payment
Changing the card that will be charged for a scheduled payment for the reservation remainder or security deposit
Written by
Horst Bauer
Updated over a week ago
How to cancel a reservation?
Written by
Horst Bauer
Updated over a week ago
Toll bill / Traffic fine
Need to charge traffic fines? What's the correct process for collecting toll fees? How to add toll fees on returned reservation?
Written by
Gabriel Briere
Updated over a week ago
How Do I Charge a Renter's Card On File?
Learn how to charge your renter's that card is already on file in Wheelbase
Written by
Horst Bauer
Updated over a week ago
How Can I Extend/Shorten a Reservation That Has Already Started?
If you've got a renter that needs to change their reservation dates after they've already picked up and the rental has departed
Written by
Horst Bauer
Updated over a week ago
How Do I Update a Renter's Payment Information?
Got a renter who wants to change/add a card on file to be charged for upcoming scheduled payments?
Written by
Horst Bauer
Updated over a week ago
Creating Custom Reservation "Source" with Other - manual entry
learn how to use Other - Manual Entry source for your bookings.
Written by
Horst Bauer
Updated over a week ago
How to Manage the Security Deposit?
Learn to manage the security deposit, claim all or part of it, release (refund) the deposit, or "hold" the security deposit
Written by
Horst Bauer
Updated over a week ago
How to Apply a One Time Discount to a Reservation?
Learn how to apply a discount to a reservation, great for discounts, coupons, or including tax rates in a discount code.
Written by
Mason
Updated over a week ago
How to Add a Payment Method to Your Renter's Profile
Learn how to add a credit card to your renter's profile without charging the renter for anything, simply adding another "on-file" card
Written by
Horst Bauer
Updated over a week ago
How to Edit a Reservation?
Learn how to make changes to reservation details from the reservation page: dates, vehicle, times, add-ons, insurance, and charge schedule
Written by
Horst Bauer
Updated over a week ago
How to Issue a Refund?
Learn how to refund a customer transaction or charge
Written by
Horst Bauer
Updated over a week ago
How can I change the "pick up" & "drop off" address a renter sees on the emails?
Learn how to update the address on specific reservations to make sure your renters and meeting you at the right location!
Written by
Horst Bauer
Updated over a week ago
How to Change the Vehicle on a Reservation? (Vehicle Swap)
Learn how to change the vehicle on a quote or reservation without having to make a new booking.
Written by
Horst Bauer
Updated over a week ago
How Can I Change the Dates of a Reservation?
For reservations in the future, that HAVE NOT departed yet, this is how to edit the dates for a booking
Written by
Horst Bauer
Updated over a week ago
How to Cancel a Scheduled Payment?
Learn how to cancel upcoming scheduled payments for the remaining balance of a reservation
Written by
Horst Bauer
Updated over a week ago
Splitting Payments Onto Multiple Cards!
Learn how you can split a payment onto 2 or 3 different cards.
Written by
Horst Bauer
Updated over a week ago
How Do I Add Charges to a Reservation After It Has Ended?
Learn how to apply fees or other charges incurred during a rental to a booking upon return.
Written by
Horst Bauer
Updated over a week ago
How Can I Bring Back a Cancelled Reservation?
Written by
Horst Bauer
Updated over a week ago
What Happens If an Email to Renter Doesn't Go Through?
If an email bounces will you be notified, what happens?
Written by
Horst Bauer
Updated over a week ago
Outdoorsy specific
INSTAmatch
What is INSTAmatch, how does it work?
Written by
Michael Haan
Updated over a week ago
Outdoorsy Renter Cancellations
What happens when an Outdoorsy Renter cancels their trip?
Written by
Mason
Updated over a week ago
How is the 'Response Rate' on Outdoorsy Calculated?
Learn how the response rate that is displayed on outdoorsy.com is calculated and what affects it.
Written by
Horst Bauer
Updated over a week ago