Every question from the shop
148 unique jobs, written from the product and Help. Training videos are not up yet. If you are new, start with after hours, Saturday, and staying in charge.
After you close
Nobody is at the desk. People still want to book.
Saturday at the counter
The line is out the door. Some calls still need a person.
Saturday at the counter
How do we get through a slammed Saturday?
Saturday at the counter
When does a replacement change what the guest owes?
No video yet
You stay in charge
Can Rex help without changing a booking on his own?
You stay in charge
What still needs a person on Saturday?
Saturday at the counter
What changes when the guest moves to a different rental window?
No video yet
Price and the 10%
Who pays the fee. Whether a swap keeps the price you quoted.
Getting a page online
Sign up, bring the books you have, make a test booking.
Keep the books you already have
How do we switch without losing the books we already have?
Put a booking page online
What does it take to put a booking page online?
A test booking that saved
How do I know my first test booking actually saved?
No video yet
The first week inside
What do I actually set up first?
The first week inside
What belongs in the business profile?
The first week inside
What is a fleet?
The first week inside
How do I add one rental with photos?
The first week inside
Where do photos, capacity, and the description live?
The first week inside
How do I book a walk-in at the counter?
The first week inside
Where do I see today's pickups?
The first week inside
Can I add many units from a spreadsheet?
The first week inside
How do I take a unit off the calendar for repair?
The first week inside
How do I book several units for one party?
The first week inside
Can I start a booking from an empty square on the calendar?
Your rentals
Name them. Set how many. Make sure a guest picks the right one.
Add your rentals
How do I add six cabanas that each fit two guests?
Add your rentals
How do I add three matching e-bikes without confusing quantity with range?
Add your rentals
Where do I change a booking once the guest is in?
No video yet
So guests recognize it
How do I turn this boat into a rental unit guests can recognize?
No video yet
So guests recognize it
How do I show a guest exactly which shaded space they are booking?
No video yet
So guests recognize it
How does my team know which snowmobile belongs to this rental?
No video yet
Hours for one rental
How do I set hours and availability for one pontoon?
No video yet
A guest is standing there
Swap, return, or change the booking without losing the thread.
On the dock
Can dock staff swap a rental with a guest standing there?
No video yet
On the dock
How do I record a return issue without losing the rental context?
No video yet
The other boat is already out
What if the replacement boat is already booked?
No video yet
Look first, then save
Does picking a new boat save the change right away?
No video yet
How you set the shop
Turnaround between rentals. Deposits. Different hours at different docks.
The guest booking page
No account wall. The full price. A confirmation they will actually read.
The guest booking page
Do people have to create an account before they can book?
The guest booking page
Can the guest see every fee before they pay?
The guest booking page
What does the guest get after they pay?
The guest booking page
Can they add tubes or a cooler while they book?
The guest booking page
How do I offer half-day and full-day without a custom form?
The guest booking page
Is checkout actually built for a phone?
The guest booking page
Can we keep our website and still take bookings?
The guest booking page
Can we require a driver's license at checkout?
The guest booking page
How long does a guest have to finish paying?
The guest booking page
What cards do we take?
The guest booking page
Can they pay with a gift card and a card together?
The guest booking page
Can I force a life jacket or waiver fee onto every booking?
The guest booking page
Can they stack more than one gift card?
Photos, waivers, the card
The guest is standing there. Proof and signatures should already be done.
Photos, waivers, the card
Do guests have to use a QR code to check in?
Photos, waivers, the card
What if every boat comes back at 5pm?
Photos, waivers, the card
How do we prove the scratch was not already there?
Photos, waivers, the card
Can they sign the waiver before they get in line?
Photos, waivers, the card
How do we keep a card for fuel or damage without a fight at return?
Photos, waivers, the card
Who decides when weather cancels the day?
Photos, waivers, the card
How do I check someone in and take the unit back?
Photos, waivers, the card
Can I check in some units in a cart and leave the others?
Photos, waivers, the card
Where do special requests live?
Photos, waivers, the card
Can we check someone in from a phone?
Photos, waivers, the card
Do we have to download an app?
Photos, waivers, the card
Can I check them in if they still owe a balance?
Photos, waivers, the card
How do I charge for a scratch after they return?
Hours, seasons, blocked days
When a booking can start. Days you are closed. A unit that is down.
Hours, seasons, blocked days
How do I set hourly vs daily rentals?
Hours, seasons, blocked days
Can Rex draft the rental schedule if I describe the day?
Hours, seasons, blocked days
How do I run different hours in peak season?
Hours, seasons, blocked days
How do I close a day without deleting the whole schedule?
Hours, seasons, blocked days
Where do I see the whole day at once?
Hours, seasons, blocked days
How do I add a second pickup spot?
Hours, seasons, blocked days
How do I charge for delivery or a farther pickup?
Hours, seasons, blocked days
How do I stay closed every Monday?
Hours, seasons, blocked days
Can they keep the boat on a day we are closed?
Hours, seasons, blocked days
How do I sell a weekend or weekly package?
Hours, seasons, blocked days
If I block a day, do the bookings I already have disappear?
Hours, seasons, blocked days
Can I start the schedule from a preset instead of writing a paragraph?
Taking money and giving it back
Stripe. Refunds. Gift cards. The price you quoted on the phone.
Taking money and giving it back
How do we start taking cards?
Taking money and giving it back
How do I take payment when someone books by phone?
Taking money and giving it back
How do I send money back?
Taking money and giving it back
Can a refund follow the deposit rules we already published?
Taking money and giving it back
How do I cancel a booking and free the unit?
Taking money and giving it back
When does the money hit our bank?
Taking money and giving it back
How do I resend a receipt?
Taking money and giving it back
How do we sell a gift card?
Taking money and giving it back
How does a guest spend a gift card?
Taking money and giving it back
Where do I set what one rental costs?
Taking money and giving it back
How do I charge more on weekends?
Taking money and giving it back
How do I add a cleaning fee and sales tax?
Taking money and giving it back
Can I honor a price I already quoted on the phone?
Taking money and giving it back
Can guests buy weather protection at checkout?
Taking money and giving it back
How do I make a 15% off code?
Taking money and giving it back
What is the difference between a gift card, a voucher, and a coupon?
Taking money and giving it back
Do gift cards expire?
Taking money and giving it back
How do I check a gift card balance?
Taking money and giving it back
How do I see a card we already have on file?
Taking money and giving it back
How do I see the exact total before I quote it?
Taking money and giving it back
How do I discount people who book at the last minute?
Taking money and giving it back
If two price rules both match, do the percents add?
Taking money and giving it back
What's the difference between Invoice and House Account?
Taking money and giving it back
What does Waive balance actually do?
Taking money and giving it back
Can I take cash or a check?
Taking money and giving it back
What if they never pay the rest of the deposit?
Rex during the day
A briefing. A pricing sentence. A draft email you still send.
Rex during the day
What should I read before I unlock the gate?
Rex during the day
Where do I actually ask Rex a question?
Rex during the day
Can I tell Rex to raise weekend rates in a sentence?
Rex during the day
Does Rex email customers on his own?
Rex during the day
Can Rex check someone in if I confirm it?
Rex during the day
Can a new hire ask Rex instead of calling me on a day off?
Rex during the day
Can Rex write the listing copy?
Rex during the day
Can Rex tell me what is free Saturday and what the weather is?
Rex during the day
Does Rex poke me with what to do next?
Rex during the day
If I say 'that one,' does Rex know which booking I mean?
Who can do what
Dock staff book and check in. They do not get the bank.
Who can do what
How do I add someone for Saturday?
Who can do what
What can dock staff do vs what can I do?
Who can do what
How do I take access back when the season ends?
Who can do what
Can I turn a Saturday kid into an admin later?
Who can do what
If I take a login away, can I give it back next season?
Numbers for the accountant
Revenue. Utilization. A CSV you can actually export.
Numbers for the accountant
What do the numbers on the dashboard actually mean?
Numbers for the accountant
Why is net revenue different from gross?
Numbers for the accountant
How do I see which rental actually earns?
Numbers for the accountant
How do I get a file for the accountant?
Numbers for the accountant
How far in advance are people actually booking?
Your page and your domain
Logo, policies, your own URL, the emails guests already get.
Your page and your domain
Can bookings live on our own domain?
Your page and your domain
How do I put our logo on the booking page?
Your page and your domain
Where do cancellation and weather policies live?
Your page and your domain
How do we help guests find the booking page on Google?
Your page and your domain
Where does our name and phone number come from?
Your page and your domain
How do I make 9:00am mean 9:00am at our dock?
Your page and your domain
Can we put Google Analytics on the booking page?
Your page and your domain
Can I get a copy when someone books?
Your page and your domain
Can I rewrite the confirmation email however I want?
Your page and your domain
Are prices in dollars?
Your page and your domain
Do you text me or ping Slack when someone books?
The booking already exists
Change the dates. Find the guest. Status is not a vibe.
The booking already exists
How do I change the dates on a booking?
The booking already exists
What does Reserved actually mean?
The booking already exists
How do I find a guest's past rentals?
The booking already exists
Can I import customers without emailing them?
The booking already exists
Can I change a booking after they already have the keys?
The booking already exists
Can I still swap the unit after the rental time ended?
The booking already exists
How do I see who changed the price and why?
When something breaks
A declined card. A login. A boat that cannot go out.
When something breaks
The card was declined. Now what?
When something breaks
A staff member cannot get in. What do I try first?
When something breaks
The boat broke and the guest is waiting. What now?
When something breaks
How do I reach a person at RecSystems?
When something breaks
I cannot find the booking. Where do I look?
When something breaks
It says nothing is available. What do I check?
When something breaks
Why is Swap Unit grey?
When something breaks
They say they were charged, but I do not see a booking.
Start with a live path
After-hours booking, Saturday check-in, and Rex are in the product today.