Getting Started

Great for people getting acquainted with Wheelbase

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45 articles in this collection
Written by Ryan Quinn, Michael Haan, Horst Bauer and 1 other

Getting Started With Wheelbase

Account setup, first time user
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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
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Written by Horst Bauer
Updated this week

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.
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Written by Horst Bauer
Updated this week

Navigating Reservations

Learn to navigate around the Reservations page and manage your customer's reservation
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Written by Horst Bauer
Updated this week

Quoting - In Depth

All you need to know to successfully quote a customer from the Quotes tab in the main menu
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Written by Horst Bauer
Updated this week

How Do I Change My Wheelbase Password?

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Written by Horst Bauer
Updated this week

What's the Difference Between "Approve Request" and "Complete Reservation?"

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Written by Horst Bauer
Updated this week

Customer Credits

How to add, use, and refund credits
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Written by Michael Haan
Updated this week

What Internet Browser Should I Be Using?

Find out what internet browser is best for optimal Wheelbase performance.
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Written by Horst Bauer
Updated this week

Calendar Introduction

Learn the basic features and functions of the Calendar page
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Written by Horst Bauer
Updated this week

Navigation and Setup

Learn how to get started and setup your Wheelbase account
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Written by Horst Bauer
Updated this week

Feedback & Feature Requests

Recommendations, feature requests, feedback
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Written by Michael Haan
Updated this week

Reservation Checkout Flow Guide

The guide to understand your customer's online booking experience
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Written by Mason
Updated this week

How Do I Sign Up for Text Message (SMS) Notifications?

Learn how to enable text messages, and what triggers text notifications
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Written by Horst Bauer
Updated this week

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!
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Written by Horst Bauer
Updated this week

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.
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Written by Mason
Updated this week

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.
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Written by Horst Bauer
Updated this week

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
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Written by Horst Bauer
Updated this week

My screen's not loading, it just spins, my changes did not save.

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Written by Horst Bauer
Updated this week

Are Security Deposits Authorization Holds on My Renter's Card, or is it Actually Charged?

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Written by Horst Bauer
Updated this week

Sending Automated Emails to Renters

A quick overview on how Wheelbase sends emails to renters, both for receipts, confirmations, reminders and more.
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Written by Ryan Quinn
Updated this week

What is an Abandoned Checkout?

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Written by Horst Bauer
Updated this week

Email Notification Preferences

How to subscribe or unsubscribe from email notifications per user/locations
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Written by Michael Haan
Updated this week
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
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Written by Horst Bauer
Updated this week

How to cancel a reservation?

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Written by Horst Bauer
Updated this week

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
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Written by Horst Bauer
Updated this week

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
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Written by Horst Bauer
Updated this week

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?
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Written by Horst Bauer
Updated this week

Creating Custom Reservation "Source" with Other - manual entry

learn how to use Other - Manual Entry source for your bookings.
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Written by Horst Bauer
Updated this week

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
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Written by Horst Bauer
Updated this week

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.
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Written by Mason
Updated this week

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
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Written by Horst Bauer
Updated this week

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
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Written by Horst Bauer
Updated this week

How to Issue a Refund?

Learn how to refund a customer transaction or charge
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Written by Horst Bauer
Updated this week

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!
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Written by Horst Bauer
Updated this week

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.
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Written by Horst Bauer
Updated this week

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
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Written by Horst Bauer
Updated this week

How to Cancel a Scheduled Payment?

Learn how to cancel upcoming scheduled payments for the remaining balance of a reservation
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Written by Horst Bauer
Updated this week

Splitting Payments Onto Multiple Cards!

Learn how you can split a payment onto 2 or 3 different cards.
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Written by Horst Bauer
Updated this week

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.
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Written by Horst Bauer
Updated this week

How Can I Bring Back a Cancelled Reservation?

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Written by Horst Bauer
Updated this week

What Happens If an Email to Renter Doesn't Go Through?

If an email bounces will you be notified, what happens?
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Written by Horst Bauer
Updated this week