Take a quick tour of where everything lives in the new dashboard, and see which settings to set up first.
What's new
- The left menu is grouped into Operate, Inventory, Insights and Account.
- Your Dashboard shows your day at a glance and what needs your attention.
- + Create in the header starts a quote, message, date block or vehicle from any page.
The main menu
- Operate: Dashboard, Calendar, Quotes, Reservations, Messages, Customers, Pricing & Rules, Add-ons & Fees.
- Inventory: Vehicles, Telematics, Import.
- Insights: Reports.
- Account: App Exchange, Premium Services, Settings.
The header and your account menu
- Search: find reservations, vehicles and renters from any page.
- + Create, Get the app and Notifications sit at the top right.
- Click your name in the bottom-left corner for My profile, Account settings, Help & support, What's new, Dark mode and Log out.
Your Dashboard
See vehicles going out today, overdue returns, vehicles on a trip and fleet utilization. Needs attention lists anything blocking a booking, like drivers waiting on verification or vehicles missing information.
Set these up first
In Settings, work through these before your first booking:
- Business profile: your name, logo, contact details and time zone.
- Locations: where renters pick up and return vehicles.
- Tax Rates: set up taxes to apply to your 'direct' bookings.
- Payouts & Subscription: connect the bank account you're paid to.
- Reservation preferences: default times, minimum stay, deposits and Instant Book.
- Policies & documents: your rental agreement and cancellation policy.
- Premium Services (in the main menu): turn on insurance and other protection products.