RentBiz

/ Getting Started Guide

Getting Started with RentBiz

Follow this guide to go from install to your first confirmed rental booking in under 30 minutes.

1

Install & Complete Onboarding

After installing RentBiz from the Shopify App Store, you'll be redirected to the RentBiz dashboard via Shopify OAuth — no separate account creation needed.

  1. Welcome & overview
  2. Connect your Shopify products to RentBiz
  3. Set your default deposit percentage
  4. Enable the storefront chat widget
  5. Choose your plan (Starter or Pro) — includes a 14-day free trial
Tip: Complete all five onboarding steps before accepting live bookings.
2

Set Up Your Rental Products

RentBiz pulls products directly from your Shopify catalog.

  1. Go to RentBiz → Products
  2. Find the product and click Configure
  3. Set rental price, deposit percentage, and minimum rental duration
  4. Set the available inventory quantity
  5. Click Save
Note: Rental pricing in RentBiz is separate from your Shopify storefront price.
3

Create Rental Packages

Bundle multiple items into a single bookable unit — great for event packages like "50-Guest Wedding Package."

  1. Go to RentBiz → Packages
  2. Click New Package
  3. Name the package and add a description
  4. Select items and quantities
  5. Set the package price and deposit percentage
  6. Click Save
Tip: Offer a base package with optional add-ons to upsell customers.
4

Create Your First Booking

Manual bookings are useful for phone orders, in-person inquiries, or walk-ins.

  1. Go to RentBiz → Bookings → New Booking
  2. Enter customer name, email, and phone
  3. Set the event date and delivery address
  4. Select items or packages
  5. Click Save — a Shopify draft order is created automatically
  6. Send the deposit invoice from the booking detail page
Tip: Once the deposit is paid, status updates to Confirmed and dates are blocked automatically.
5

Create & Send a Quote

Quotes are for customers who are interested but not yet ready to pay.

  1. Go to RentBiz → Quotes → New Quote
  2. Enter customer details and event information
  3. Add items or packages
  4. Click Save & Send — customer receives an email with a link to approve and pay
  5. When the deposit is paid, the quote automatically converts to a booking
6

Enable the AI Chat Widget

The AI chat widget lets customers start a rental inquiry directly from your storefront.

  1. Go to RentBiz → Settings → Chat
  2. Toggle Enable storefront chat to On
  3. Customize the greeting message (optional)
  4. Save and visit your storefront to confirm the widget appears
Note: The AI chat widget is a Pro plan feature.
7

Managing Availability

Availability is tracked automatically — dates are blocked when a deposit is paid.

  1. Go to RentBiz → Availability
  2. Select an item or package to view booked dates
Tip: You can manually block dates (e.g., maintenance or holidays) from the availability calendar.
8

Sending Balance Invoices

  1. Open a confirmed booking from RentBiz → Bookings
  2. Click Send Balance Invoice
  3. Review the balance amount and click Send
  4. Customer receives a Shopify payment link by email
  5. Once paid, booking status updates to Paid in Full
9

Settings Overview

Configure RentBiz from RentBiz → Settings:

  • Deposit rules — global or per-product deposit percentage
  • Email templates — customize confirmation, quote, and invoice emails
  • From address — sender email for all RentBiz emails
  • Chat widget — enable/disable and customize the AI chat
  • Notifications — configure event-triggered emails
  • Plan & billing — view usage and upgrade/downgrade options