RentalBench documentation
Getting startedAdminManagerStaffPlans: Start, Plus, Pro

Get started with RentalBench

RentalBench is organized around an organization and one or more locations. The organization owns shared products, users, billing, and webstore configuration. Each location has its own address, schedule, customers, physical inventory, stock quantities, orders, calendar, and activity history.

After sign-up, the first admin supplies onboarding context and creates the first location. The app then opens that location’s dashboard. Staff can switch locations from the sidebar; all operational lists and availability calculations follow the selected location.

RentalBench operations dashboard with order queue, readiness metrics, and return alerts

Accounts and access

  • Staff sign in with email and password or use Google sign-in when configured.
  • Storefront customer accounts are separate from staff accounts and cannot access the operations app.
  • Password reset emails contain a time-limited reset link.
  • The Account page lists active staff sessions. Removing a session signs that device out.
  • Deactivated staff cannot sign in, while their historical activity remains attributed to them.

The floating Get Started checklist appears only to admins until inventory, a customer, an online-payment-ready bank account, and an order have been added. It is organization-wide and disappears after all four milestones are complete.

Complete workspace setup

  1. Create the first administrator account and provide the onboarding information.
  2. Set up the first location, including its address, currency, and time zone.
  3. Save Personal or Company billing details, then complete hosted checkout to collect a card and start the 14-day Plus trial. Creating a location alone does not activate operational access.
  4. Review the dashboard, add inventory and a customer, then create an order.
  5. Complete online payment setup if customers should pay online.

A new workspace does not choose its plan during onboarding. Start monthly follows the Plus trial unless an admin changes the plan or cancels through billing. If a returning workspace is blocked by billing, use billing recovery rather than creating a second workspace or expecting another trial.

By RentalBench · Published · Updated