First steps with Wheelbase

Learn how to set your Wheelbase account for success!

15 articles in this collection
Written by Carina Schuck

Step 1 - Get ready for training (15 min)

Business basic settings (2 min)

Learn how to quickly set up your account for success

Written by Carina Schuck
Updated over a week ago

Set up your locations (3 min)

Learn how to create and manage account locations & vehicles

Written by Carina Schuck
Updated over a week ago

Add your fleet (5 min)

Learn how to add all your vehicles to Wheelbase

Written by Carina Schuck
Updated over a week ago

Vehicle Settings (5 min)

Learn how edit the information or your vehicles and set up the default settings

Written by Carina Schuck
Updated over a week ago

Step 2- Want to go LIVE faster? (11 min)

Reservation Preferences (2 min)

Set up the main reservation and booking elements for your account

Written by Carina Schuck
Updated over a week ago

Set your reservations policies (3 min)

Define what kind of reservation policies you are going to have in your rentals

Written by Carina Schuck
Updated over a week ago

Creating Add-ons (3 min)

Required fees? Bicycles? Mileage & Generator fees? Learn how to create all of your existing add-ons in one place.

Written by Carina Schuck
Updated over a week ago

Set your Premium Services (2 min)

Learn how to enable or disable CSA Trip Insurance, E-Sigs, and Roadside Assistance, Interior Damage Protection, Affirm

Written by Carina Schuck
Updated over a week ago

Setting up tax rates (1 min)

Learn how to set up your default tax rates, including multiple tax items if needed

Written by Carina Schuck
Updated over a week ago

Step 3- Still want more? (15 min)

Set up your rental pricing rules (4 min)

Define how you want to price your rentals throughout the year

Written by Carina Schuck
Updated over a week ago

Create discount codes for your RVs (2 min)

Increase your bookings with promotional discount codes

Written by Carina Schuck
Updated over a week ago

Checkout questions (1 min)

Customise questions that goes to your rentals during the checkout process

Written by Carina Schuck
Updated over a week ago

Create email notifications (5 min)

Improve client communication using custom email notifications

Written by Carina Schuck
Updated over a week ago

Add new drivers to your team (1 min)

An easy way to manage your rentals

Written by Carina Schuck
Updated over a week ago

Consigned Owner Settings (2 min)

Learn how to set up consigned vehicle revenue splits to better calculate owner payouts

Written by Carina Schuck
Updated over a week ago