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Getting Started FAQ

6 min read Beginner For Owner, Manager Updated about 2 months ago
Quick Answer
To get started with RecSystems: 1) Add your first fleet with units, 2) Configure timeslots and pricing, 3) Connect Stripe for payments, 4) Create or accept your first booking. Most setups take 15-30 minutes.

Getting Started FAQ

Just starting with RecSystems? These common questions will help you get up and running quickly.


Setup Basics

What should I set up first?

Follow this order for the smoothest setup:

  1. Create a fleet — Category for your equipment (e.g., Pontoon Boats)
  2. Add units — Individual rental items (e.g., 22ft Bennington)
  3. Set up timeslots — When items can be rented
  4. Configure pricing — Base rates and any dynamic pricing
  5. Connect Stripe — Enable payment processing

Follow the Quick Start Guide →

How long does setup take?

Most businesses are ready to accept bookings in 15-30 minutes. You don't need to have everything perfect before going live—you can always add more details later.

Can I test before going live?

Yes! You can:

  • Preview your booking site before publishing
  • Use Stripe test mode to practice payments
  • Create test bookings to understand the flow
  • Invite team members to try things out

Do I need technical skills?

No. If you can use email and browse the web, you can use RecSystems. The interface is designed to be simple and intuitive.


Equipment Setup

What is a fleet?

A fleet is a category or group of similar equipment. Examples:

  • Pontoon Boats
  • Jet Skis
  • Kayaks & Paddleboards

Fleets help organize your inventory and make browsing easier for customers.

What is a unit?

A unit is an individual rental item within a fleet. Examples:

  • 24ft Bennington Pontoon
  • Yamaha WaveRunner #1
  • Red Tandem Kayak

Each unit can have its own photos, description, and availability.

Do I need to add all my equipment at once?

No. Start with your most popular items and add more later. It's better to launch with a few well-configured items than to wait until everything is perfect.

How many photos should I add?

We recommend at least 3-5 photos per unit:

  • Main photo (best angle)
  • Interior/seating
  • Features/amenities
  • Equipment included
  • Action shot (optional)

High-quality photos significantly improve booking rates.

Can Rex write descriptions for me?

Yes! Rex can generate professional descriptions, titles, and feature lists for your units. Learn about Rex content generation →


Timeslots & Availability

What is a timeslot?

A timeslot defines when and how long customers can rent your equipment. Examples:

  • Half Day (9am-1pm)
  • Full Day (9am-5pm)
  • Hourly (2-hour minimum)

You can have multiple timeslots for different rental patterns.

Do I need multiple timeslots?

It depends on your business. Common patterns:

  • Simple: One Full Day timeslot
  • Flexible: Half-day + Full-day options
  • Hourly: For quick rentals with time flexibility

Start simple and add complexity as needed.

What's the difference between fixed and flexible timeslots?

Type How It Works
Fixed Set start/end times (e.g., 9am-1pm exactly)
Flexible Customer picks within available hours

Most rental businesses use fixed timeslots for simplicity.

How do I handle seasonal hours?

Timeslots can have validity dates:

  • Summer hours (June-August)
  • Winter hours (off-season)
  • Holiday schedules

Learn about timeslots →


Pricing

How do I set prices?

  1. Go to AccountPricing
  2. Set base prices for your timeslots
  3. Add optional price rules for weekends, holidays, etc.

What if different units have different prices?

You can set prices at the:

  • Timeslot level — Same price for all units
  • Unit level — Custom price per unit (overrides timeslot)

Should I use dynamic pricing?

Dynamic pricing is optional but recommended. Common rules:

  • Weekend premium — Charge more Sat/Sun
  • Peak season — Higher rates in busy months
  • Early bird — Discount for advance bookings

Rex can help suggest pricing rules based on your data.


Payments

How do I get paid?

  1. Customer pays — At checkout via credit card
  2. Stripe processes — Secures and verifies payment
  3. You receive payout — 2-7 business days to your bank

Do I need a Stripe account?

Yes. Stripe handles secure payment processing. If you don't have an account, you can create one during RecSystems setup.

What if I want to accept cash?

You can create manual bookings for cash payments:

  1. Create booking from dashboard
  2. Select Manual Payment
  3. Record payment type and reference

Going Live

When is my site ready?

Your booking site is ready when you have:

  • [ ] At least one fleet with units
  • [ ] Timeslots configured
  • [ ] Pricing set
  • [ ] Stripe connected

How do customers find my site?

Share your booking URL:

  • Add to your website
  • Include in social media
  • Add to Google Business Profile
  • Include in marketing materials

Can I customize my booking URL?

Yes. You can:

  • Use the default RecSystems URL
  • Add a custom domain (book.yourbusiness.com)
  • Embed booking on your existing website

Common Beginner Questions

What if I make a mistake?

Almost everything in RecSystems can be edited:

  • Change unit details anytime
  • Modify pricing
  • Adjust timeslots
  • Edit or cancel bookings

Can I have multiple team members?

Yes. Add team members from Account → Account Info → User Management. Assign roles:

  • Admin — Full access
  • Employee — Day-to-day operations, no financial settings

What if a customer needs help booking?

You can:

  • Create the booking for them (dashboard)
  • Walk them through the process by phone
  • Use Rex to answer their questions

How do I handle phone reservations?

  1. Go to + Booking in dashboard
  2. Select unit and dates
  3. Enter customer information
  4. Process payment (card or manual)

Same result as online booking—just created by you.


Getting Help

  • Quick Start Guide — Essential setup steps
  • Dashboard Tour — Navigate the interface
  • Rex — Ask your AI assistant anything

Can I get help setting up?

Yes! Contact us at [email protected] for setup assistance. Include Setup Help in your subject line.

What if something isn't working?

  1. Check the Troubleshooting Guide
  2. Search this Help Center
  3. Ask Rex for help
  4. Contact support

Frequently Asked Questions

What should I set up first?
Start with: 1) Create a fleet (category for your equipment), 2) Add units (individual rental items), 3) Set up timeslots (rental schedules), 4) Configure pricing, 5) Connect Stripe for payments. The Quick Start Guide walks you through each step.
How long does setup take?
Most businesses can be ready to accept bookings in 15-30 minutes. You can start simple and add details later—don't feel you need to perfect everything before going live.
Do I need to add all my equipment at once?
No. Start with your most popular items and add more later. You can always add, edit, or remove units as your needs change.
Can I test the system before going live?
Yes. Your booking site can be in 'preview' mode while you set up. You can also use Stripe's test mode to practice payments without real charges.