Getting started
Sign up and the setup wizard
Buying an account, setting your password, and the nine steps of the setup wizard.
Buying an account
You buy BookandManage online at bookandmanage.com/buy. There's one plan, USD 149 a month per business, with everything included. Tax is added at checkout where it applies.
- Fill in the short form. Business name, your first name (last name is optional), your email, which you'll sign in with, and your country. Online sign-up is open to businesses in any country. Tick to accept the terms, privacy policy and refund policy, and complete the bot check.
- Continue to payment. You're taken to the secure checkout run by Lemon Squeezy, our merchant of record. They take the payment, add tax where it applies and email you a receipt.
- Wait a moment on the welcome page. It says "Setting up your account" while your business is created, then "Your account is ready".
- Set your password. We email you a link to set it. The link works for 7 days. Then sign in at app.bookandmanage.com.
What a new account starts with
- Country settings: your country's currency, number formats and tax name, and your browser's time zone (or the country's usual one). Australia starts with GST at 10% and New Zealand with GST at 15%; everywhere else starts with tax off until you set your rate in the setup wizard. Prices include tax, except in the US and Canada. You can change all of this.
- Five categories: Economy, Compact, Sedan, SUV and People Mover.
- All 25 customer email templates, switched on. Nothing is actually sent until you connect your email.
- Five starter roles: Manager, Booking Agent, Fleet Manager, Accounts and Workshop. Change or delete them as you like. See Team, roles and tasks.
- You, as Super Admin, the one built-in role that can do everything.
There are no locations, car models, cars or customers yet. The setup wizard and the Fleet area are where you add them.
The setup wizard
The first time you sign in, the Set up your business wizard opens by itself. It has a list of steps on the left that tick off as you go, a progress bar ("3 of 9 done") and, on each step, Back, Skip this step and Save and continue.
Skip for now hides the wizard for 12 hours or until you next sign in. Until setup is complete, a Finish setup chip in the top bar shows how far you are and reopens it. Only people allowed to edit settings see the wizard.
The nine steps
| Step | What it asks | Where to change it later |
|---|---|---|
| 1. Company details | Trading name, legal name, country, business number (ABN in Australia, company number in the UK, EIN in the US), phone, email, website | Settings, Company |
| 2. Logo and colour (optional) | Your logo, a version for dark backgrounds, brand colour and accent colour | Settings, Company |
| 3. Region and tax | Currency, time zone, number and date format, first day of the week; tax name, rate, whether you're registered, whether prices include tax | Settings, Region and tax |
| 4. Main location | Name, type and address of your main branch. Its address becomes your business address. | Settings, Locations |
| 5. Rental rules | Driver ages, bond, deposit, return fees, cancellations and extras | Settings, Rental |
| 6. Payments | Payment methods you accept, card surcharge, invoice terms and your bank account | Settings, Payments |
| 7. Email | Connect your sending service and set the sender details | Settings, Email |
| 8. Team | Invite at least one person | Team, People |
| 9. Rent-to-own | "Yes, we offer rent-to-own" (shows the rent-to-own settings) or "No, we only hire cars" | Settings, Rent to own |
Every step except Logo and colour is needed to finish setup. When the last one is done you'll see "You're all set".
Pages that need setup first
Some things can't work without a few basics. Taking a booking needs a location and at least one car, so until you have them, those pages show Finish setup (which opens the wizard at the missing step) or Add a car first.
Signing in
Sign in at app.bookandmanage.com/login with your work email and password. Tick Keep me signed in on a computer only you use.
- Forgot your password? Use the link on the sign-in page. We email a link to set a new one. It works once and expires after an hour.
- Given a starting password by your manager? You'll be asked to choose your own the first time you sign in.
After the wizard
- Add your car models and cars: Cars, models and maintenance.
- Check your rental rules and add your terms and conditions, which print on every agreement.
- Connect your email so confirmations and invoices go out.
- Take your first booking: Bookings, calendar and quotes.
Something unclear or out of date? Tell us and we'll fix the page.