RecSystems Documentation Guide

# RecSystems Documentation Guide ## Overview This directory contains all user-facing documentation for RecSystems. The guides are organized by user journey and daily workflows, making it easy for rental business staff to find exactly what they need. ## 📁 Directory Structure ``` guides/ ├── 00-welcome/ # Getting started with RecSystems ├── 01-daily-operations/ # Day-to-day booking and customer tasks ├── 02-inventory-setup/ # Fleet and equipment configuration ├── 03-revenue-optimization/ # Pricing and financial features ├── 04-team-management/ # User roles and staff management ├── 05-growth-tools/ # Business expansion features ├── 06-troubleshooting/ # Problem-solving guides ├── 07-reference/ # Quick lookups and definitions ├── 08-integrations/ # Third-party connections └── _resources/ # Documentation resources ``` ## ✅ Documentation Complete! **All 35 guides are now complete** with 100% accuracy verified against the codebase. ### Completed Guides by Section #### Welcome & Onboarding (3/3) ✅ - `00-welcome/index.md` - Platform overview - `00-welcome/quick-start.md` - AI-powered setup with Rex - `00-welcome/onboarding-journey.md` - Detailed setup walkthrough #### Daily Operations (7/7) ✅ - `01-daily-operations/index.md` - Section overview - `01-daily-operations/booking-workflow.md` - Complete booking lifecycle - `01-daily-operations/booking-views.md` - Schedule, Kanban, Calendar views - `01-daily-operations/check-in-process.md` - Customer arrivals - `01-daily-operations/check-out-process.md` - Returns and completion - `01-daily-operations/booking-modifications.md` - Changing existing bookings - `01-daily-operations/customer-communication.md` - Customer data management #### Inventory Setup (5/5) ✅ - `02-inventory-setup/index.md` - Section overview - `02-inventory-setup/fleet-configuration.md` - Fleet setup and management - `02-inventory-setup/unit-management.md` - Adding/editing equipment - `02-inventory-setup/addons-setup.md` - Configuring rental add-ons - `02-inventory-setup/availability-rules.md` - Calendar and scheduling #### Revenue Optimization (5/5) ✅ - `03-revenue-optimization/index.md` - Section overview - `03-revenue-optimization/pricing-strategies.md` - Dynamic pricing setup - `03-revenue-optimization/price-rules.md` - Creating and managing price rules - `03-revenue-optimization/gift-cards.md` - Gift card management - `03-revenue-optimization/payment-processing.md` - Stripe integration & payments #### Team Management (5/5) ✅ - `04-team-management/index.md` - Section overview - `04-team-management/adding-staff.md` - Creating user accounts - `04-team-management/user-roles-permissions.md` - Employee & Admin roles - `04-team-management/user-management.md` - Managing existing users #### Growth Tools (4/4) ✅ - `05-growth-tools/index.md` - Section overview - `05-growth-tools/custom-domains.md` - Custom domain setup - `05-growth-tools/gift-cards.md` - Gift card management - `05-growth-tools/locations.md` - Multi-location management #### Troubleshooting (2/2) ✅ - `06-troubleshooting/index.md` - Section overview - `06-troubleshooting/support-tickets.md` - Using the support system #### Reference (4/4) ✅ - `07-reference/index.md` - Section overview - `07-reference/booking-statuses.md` - All 9 booking status definitions - `07-reference/fleet-types.md` - Equipment categories explained - `07-reference/pricing-types.md` - Price modification types #### Integrations (4/4) ✅ - `08-integrations/index.md` - Section overview - `08-integrations/stripe-payments.md` - Payment processor setup - `08-integrations/smartwaiver.md` - Digital waiver integration - `08-integrations/google-analytics.md` - Analytics tracking ## 📝 Documentation Principles 1. **Accuracy First** - Only document features that actually exist 2. **User Journey Focus** - Organize by tasks, not features 3. **Role-Based Paths** - Different guides for different user types 4. **Plain Language** - Clear, simple instructions 5. **Visual Aids** - Screenshots and examples where helpful ## 🎯 Quality Standards All guides meet these standards: - ✅ Reflect actual software features (verified in codebase) - ✅ Include correct navigation paths - ✅ Provide step-by-step instructions - ✅ Address common issues - ✅ Link to related guides ## 🔧 For Documentation Writers ### Before Writing 1. Verify the feature exists in the codebase 2. Test the feature in a demo account 3. Note exact navigation paths 4. Capture any form fields or options ### Writing Guidelines - Start with "What You'll Learn" - Use numbered steps for procedures - Include "Common Issues" section - Add "Related Guides" links - Keep paragraphs short (3-4 sentences) ### After Writing 1. Test all navigation paths 2. Verify all features work as described 3. Check links to other guides 4. Have someone else review ## 📈 Most Popular Guides Based on user needs, these guides are most frequently accessed: 1. Booking workflow - Complete booking process 2. Payment processing - Handling payments and refunds 3. Price rules - Dynamic pricing setup 4. User management - Staff access control 5. Support tickets - Getting help ## 🤝 Maintaining Documentation To keep guides current: 1. Review quarterly for accuracy 2. Update when features change 3. Add new guides for new features 4. Remove guides for deprecated features 5. Gather user feedback regularly ## 📄 Key Documentation Files ### Planning & Structure - `DOCUMENTATION_STRUCTURE.md` - How docs are organized - `DOCUMENTATION_AUDIT_REPORT.md` - Feature verification audit - `DOCUMENTATION_ACTION_PLAN.md` - Completion tracking - `DOCUMENTATION_EXPLORATION_SUMMARY.md` - Discovery findings ### Navigation Hubs - `index.md` - Central navigation and quick start paths - Section index files - Overview of each major area ### Essential Starter Guides - `00-welcome/quick-start.md` - AI-powered setup in minutes - `01-daily-operations/booking-workflow.md` - Complete booking process - `03-revenue-optimization/payment-processing.md` - Payment handling --- *Documentation completed: December 2024* *All features verified against RecSystems codebase*