Documentation
How everything works
A guide to every area of the app, written for the people at the desk. New here? Start with Start here, then the setup wizard.
Getting started
- Start hereWhat BookandManage is, how it's laid out, and how to get around: Home, the eight areas, search and the Create menu.
- Sign up and the setup wizardBuying an account, setting your password, and the nine steps of the setup wizard.
- Company, locations and taxYour business details, branches and delivery zones, currency, time zone, tax and bank details.
- Invite your teamInviting staff, the starter roles, and what each person sees.
Using BookandManage
- Bookings, calendar and quotesTaking a booking, the calendar, availability, quotes, booking statuses, extensions and cancellations.
- Check-out and check-inHanding over a car, taking the bond, and checking it back in with late, kilometre and fuel charges.
- Leads, applications and customersEnquiries and the pipeline, online applications with document upload, reviewing and approving, and customer records.
- Cars, models and maintenanceCategories, car models and years, individual cars, prices and workshop jobs.
- Inspections, damage and complianceWalk-around inspections and condition reports, damage reports, charges, insurance claims and repairs, and rego, insurance and service dates.
- Invoices, payments and bondsInvoices, recording payments, deposits and security bonds, refunds, payment reminders and reports.
- Rent-to-own contractsSetting up a contract, the payment schedule, arrears and late fees, paying off early and ownership transfers.
- Website widgetsSearch bars, car listings and enquiry forms for your own website: building, styling and installing them.
- Emails and templatesThe 25 customer emails, editing templates and variables, and the log of what was sent.
- Team, roles and tasksManaging people, building roles from the 15 permissions, and tasks.
Settings
- Rental rules, terms and brandingRental and rent-to-own rules, your terms and conditions, logo and colours, payments, alerts, reminders and the audit log.
- Connect your emailSending customer emails from your own address through SMTP, Resend or Postmark.
- Billing and your accountYour plan, cancelling, refunds, failed payments and downloading your data.