Promo Code Management Page User Guide
Welcome to the Promo Code Management Page of RentalTide! This guide will help you effectively navigate and utilize all the features available on the Promo Code Management Page, ensuring efficient creation, editing, deletion, and tracking of promotional codes within your Point of Sale (POS) system.
Introduction
The Promo Code Management Page is a vital component of RentalTide's POS system, designed to streamline the management of promotional codes and gift cards. This page aPopularIntroduction to Payment Processing
Payment Processing Overview
Welcome to the Payment Processing Help Documentation of RentalTide! This guide provides a comprehensive understanding of how payment processing works within our platform. Whether you're managing individual transactions or operating under a subscription model, this documentation will help you navigate billing processes, understand fee structures, and ensure seamless financial operations.
Key Topics:
Transactional Billing
Subscription Billing
FeePopularCarbon Footprint Page User Guide
Welcome to the Carbon Footprint Page of RentalTide! This guide will help you navigate and utilize all the features available on the Carbon Footprint Page, enabling you to track and offset your business’s environmental impact effectively.
Introduction
The Carbon Footprint Page is designed to help you monitor and manage the environmental impact of your business operations. By tracking CO₂ emissions generated through boat bookings and providing tools to offset these emissions, thiFew readersHow RentalTide and Xero Work Together: Product Sync, Inventory, and Accounting Guide
Here is a clear, structured Help Center article you can publish as is. It is written in a neutral documentation voice, avoids any informal phrasing, and explains exactly how RentalTide and Xero work together.
How RentalTide and Xero Work Together: Product Sync, Inventory, and Accounting Guide
This guide explains how RentalTide and Xero integrate for products, inventory, pricing, and POS accounting. It defines which system is the source of truth for each type of data, how syncing works,Few readersCapital Page User Guide
Welcome to the Capital Page of RentalTide! This guide will help you navigate and utilize all the features available on the Capital Page, ensuring you can efficiently apply for capital to support your business needs.
Introduction
The Capital Page is designed to facilitate your application for capital funding, allowing you to request financial support ranging from $1,000 to $50,000 with competitive APR rates. Whether you're looking to expand your business, manage personal expenseFew readersSubscription Billing
Understanding Subscription Billing
Subscription Billing is a recurring payment model where a fixed fee is charged at regular intervals (e.g., monthly) based on the selected subscription plan. This model is suitable for businesses seeking predictable billing cycles and continuous access to premium features.
Key Features:
Predictable Costs: Fixed monthly fees aid in budgeting.
Continuous Access: Uninterrupted access to subscribed services.
Tiered Plans: Various subsFew readersMaintenance Page User Guide
Welcome to the Maintenance Page of RentalTide! This guide will help you navigate and utilize all the features available on the Maintenance Page, ensuring you effectively log, track, and manage maintenance schedules for your boat inventory.
Introduction
The Maintenance Page is your centralized hub for managing all maintenance-related activities for your boats. Whether you're logging routine maintenance, tracking upcoming schedules, or handling special maintenance tasks like dryFew readersWeather Page User Guide
Welcome to the Weather Page of RentalTide! This guide will help you navigate and utilize all the features available on the Weather Page, ensuring you stay informed about the current and upcoming weather conditions to optimize your bookings and operations.
Introduction
The Weather Page provides real-time and forecasted weather information based on your selected location. By integrating live weather data, this page helps you make informed decisions, plan bookings effectively, andFew readersEmail Templates Management Page User Guide
Welcome to the Email Templates Management Page of RentalTide! This guide will help you navigate and utilize all the features available on the Email Templates Management Page, ensuring efficient creation, editing, deletion, and previewing of email templates within your Point of Sale (POS) system.
Introduction
The Email Templates Management Page is a crucial component of RentalTide's POS system, designed to streamline the management of email communications with your customersFew readersAffiliate Management Page User Guide
Welcome to the Affiliate Management Page of RentalTide! This guide will help you effectively navigate and utilize all the features available on the Affiliate Management Page, ensuring efficient management of your affiliate programs within the Point of Sale (POS) system.
Introduction
The Affiliate Management Page is a crucial component of RentalTide's POS system, designed to streamline the management of affiliate relationships and their associated earnings. This page allowsFew readersTransaction Page User Guide
Welcome to the Transaction Page of RentalTide! This guide will help you navigate and utilize all the features available on the Transaction Page, ensuring you can efficiently manage, view, and process transactions within your Point of Sale (POS) system.
Introduction
The Transaction Page is a critical component of RentalTide's POS system, designed to provide a comprehensive view of all sales transactions made at various locations. This page allows authorized users to:
ViFew readersText Templates Management Page User Guide
Welcome to the Text Templates Management Page of RentalTide! This guide will help you navigate and utilize all the features available on the Text Templates Management Page, ensuring efficient creation, editing, deletion, and previewing of text templates within your Point of Sale (POS) system.
Introduction
The Text Templates Management Page is an essential component of RentalTide's POS system, designed to streamline the management of text-based communications with your custoFew readersTroubleshooting POS Payment Processing Issues
Troubleshooting Common Issues
Issue 1: Transaction Fee Not Deducted from Transaction
Possible Cause: Payment method issues or system glitches.
Solution:
Verify Payment Method: Ensure your linked payment method is active and has sufficient funds.
Check Billing Statements: Review your billing statements to confirm if the fee was deducted.
Retry Transaction: Attempt the transaction again to see if the fee is applied.
Contact Support: If the issue persists,Few readersCalendar Page User Guide
Welcome to the Calendar Page of RentalTide! This guide will help you navigate and utilize all the features available on the Calendar Page, ensuring you effectively monitor and manage your bookings through a dynamic and interactive calendar interface.
Introduction
The Calendar Page provides a visual representation of all your bookings, allowing you to easily track and manage reservations over time. By displaying bookings on a calendar interface, you can quickly identify scheduliFew readersQuickBooks Integration - User Guide
What is the QuickBooks Integration?
The RentalTide QuickBooks integration automatically syncs your daily sales to QuickBooks Online, eliminating manual data entry and ensuring your books are always up-to-date.
What Gets Synced?
✅ Daily Sales Summaries - All your POS transactions aggregated into one invoice per day
✅ Product Sales - Grouped by product/SKU for easy reporting
✅ Tax Amounts - Sales tax tracked separately
✅ Tips - Recorded as a separate line item
✅Few readersPOS Reporting Page User Guide
Welcome to the POS Reporting Page of RentalTide! This guide will help you effectively navigate and utilize the reporting features available, enabling you to analyze sales data, monitor performance, and make informed business decisions.
Introduction
The POS Reporting Page is a vital component of RentalTide's Point of Sale (POS) system, designed to provide comprehensive insights into your sales performance. This page allows authorized users to:
View Revenue Trends: AnaFew readersManaging Payment Methods
Adding a Payment Method
Navigate to Payment Settings:
Log in to your RentalTide account and go to the Payment Settings section.
Add Payment Method:
Click on Add Payment Method and enter your payment details (e.g., credit card or bank account information).
Verify Information:
Ensure all entered information is accurate to prevent processing issues.
Save Changes:
Confirm and save your new payment method. A verification step may be required for addFew readersStaff Member User Guide
Welcome to the Staff Member Page of RentalTide! This guide will help you navigate and utilize all the features available on the Users Page, ensuring efficient management of user accounts and permissions within your organization's RentalTide account. NOTE: For the purpose of this help article the term "Staff" and "User" may be used interchangeably.
Introduction
The Staff Member Page is a critical component of RentalTide's POS system, designed to provide administrators with tFew readersTransactional Billing
Understanding Transactional Billing
Transactional Billing is a pay-per-use model where fees are applied to each transaction processed through RentalTide. This model is ideal for businesses with variable transaction volumes, allowing you to pay based on actual usage without committing to a fixed monthly fee.
Key Features:
Flexibility: Pay only for what you use.
Scalability: Easily accommodate fluctuating transaction volumes.
Transparency: Clear breakdown of fees peFew readersSidebar User Guide
Welcome to the Sidebar of RentalTide! This guide will help you navigate and utilize all the features available on the Sidebar, ensuring efficient management and quick access to various sections of your organization's Point of Sale (POS) system.
Introduction
The Sidebar is a crucial navigational component within RentalTide's POS system, designed to provide users with quick and organized access to various sections of the application. It enhances user experience by categorizinFew readersJourney Page User Guide
Welcome to the Journey Page of RentalTide! This guide will help you navigate and utilize all the features available on the Journey Page, enabling you to effectively explore and manage your upcoming bookings through an intuitive and organized interface.
Introduction
The Journey Page is designed to provide a comprehensive and organized view of all your bookings. Whether you're managing daily operations, overseeing upcoming reservations, or reviewing booking details, the Journey PFew readersCustomers Page User Guide
Welcome to the Customers Page of RentalTide! This guide will help you navigate and utilize all the features available on the Customers Page, ensuring you effectively manage your customer information and booking history.
Introduction
The Customers Page is your centralized hub for managing all customer-related information. Whether you're adding new renters, reviewing customer details, or analyzing booking histories, this page provides the tools you need to maintain comprehensiveFew readersSubscription Page User Guide
Welcome to the Subscription Page of RentalTide! This guide will help you navigate and utilize all the features available on the Subscription Page, ensuring efficient management of your subscription plans and payment details within your organization's Point of Sale (POS) system.
Introduction
The Subscription Page is a vital component of RentalTide's POS system, designed to empower authorized users to manage their subscription plans seamlessly. This page allows you to:
VFew readersReports Page User Guide
Welcome to the Reports Page of RentalTide! This guide will help you navigate and utilize all the features available on the Reports Page, enabling you to gain valuable insights into your business performance through comprehensive reports and analytics.
Introduction
The Reports Page is designed to provide you with detailed analytics and insights into your business operations. By visualizing key metrics such as revenue, bookings, and popular add-ons, this page empowers you to makeFew readersCustom Waivers User Guide
Welcome to the Waiver Page User Guide of RentalTide! This guide will help you navigate this feature to build-out custom Waivers which you can require guests to complete as part of their booking and check-out process.
Introduction
By creating a custom Waiver Template (or templates), you can assign this waiver to a booking workflow, requiring your guests to complete their waiver immediately after completing their payment process as part of the booking workflow.
We intentionallyFew readersKiosk Inventory Management Guide
Overview
The Kiosk Inventory Management system allows businesses with multiple kiosks, registers, or sales points to track inventory separately at each location. This guide covers how to set up, manage, and use kiosk-level inventory tracking.
Key Concepts
Inventory Types
RentalTide supports two inventory tracking modes:
Location-Level Inventory: Traditional inventory tracked at the business location level. Product quantities are shared across all kiosks.
Kiosk-LevelFew readersBookings Page User Guide
Welcome to the Bookings Page of RentalTide! This guide will help you navigate and utilize all the features available on the Bookings Page, ensuring you effectively manage your bookings and optimize your operations.
Introduction
The Bookings Page is your centralized hub for managing all your current, past, and upcoming bookings. Whether you're overseeing daily operations, handling customer reservations, or reviewing booking details, this page provides the tools you need to efficFew readersTerminal Management Page User Guide
Welcome to the Terminal Management Page of RentalTide! This guide will help you navigate and utilize all the features available on the Terminal Management Page, ensuring efficient management of terminal readers within your Point of Sale (POS) system.
Introduction
The Terminal Management Page is an essential component of RentalTide's POS system, designed to streamline the management of terminal readers. This page allows authorized users to:
View Terminal Readers: AcceFew readersAsset Tracking Page User Guide
Welcome to the Asset Tracking Page of RentalTide! This guide will help you navigate and utilize all the features available on the Asset Tracking Page, ensuring you can effectively monitor and manage your assets in real-time.
Introduction
The Asset Tracking Page provides a comprehensive view of all your assets' locations in real-time. By leveraging Spot's advanced tracking capabilities, this page allows you to monitor the movement and status of your assets seamlessly, enhancingFew readersInventory Page User Guide
Welcome to the Inventory Page of RentalTide! This guide will help you navigate and utilize all the features available on the Inventory Page, ensuring you effectively manage your boat inventory, handle pricing schedules, and oversee maintenance activities like dry docking.
Introduction
The Inventory Page is your centralized hub for managing all aspects of your boat inventory. Whether you're adding new boats, updating existing details, setting pricing schedules, or scheduling maiFew readersHome Page User Guide
Welcome to the Home Page of RentalTide! This guide will help you navigate and utilize all the features available to you, ensuring you get the most out of your dashboard experience.
Introduction
The Home Page serves as your central hub, providing a comprehensive overview of your booking activities and financial performance. It features interactive charts, recent sales data, and customization options to tailor the dashboard to your preferences.
Dashboard Overview
Upon lFew readersCommand Bar (Quick Actions) User Guide
Welcome to the Command Bar of RentalTide! This guide will help you navigate and utilize the Command Bar effectively, enhancing your productivity by providing quick access to various actions and navigation within your organization's Point of Sale (POS) system.
Introduction
The Command Bar is a powerful feature designed to streamline your workflow by allowing quick access to frequently used actions and navigational routes within RentalTide's POS system. By leveraging keyboardFew readersPOS Inventory Management User Guide
Welcome to the Inventory Management Page of RentalTide! This guide will help you effectively manage your inventory, perform audits, identify discrepancies, and maintain accurate stock records to ensure smooth operations within your Point of Sale (POS) system.
Introduction
The Inventory Management Page is an essential tool within RentalTide's POS system, designed to streamline inventory audits and reconciliation processes. This page allows authorized users to:
View InveFew readersPoint of Sale (POS) Page User Guide
Welcome to the Point of Sale (POS) Page of RentalTide! This guide will help you navigate and utilize all the features available on the POS Page, ensuring a seamless experience in managing inventory, processing sales, and handling transactions efficiently.
Introduction
The Point of Sale (POS) Page is a comprehensive tool designed to streamline your sales operations. It allows you to manage inventory, process transactions, and handle various payment methods with ease. Whether youFew readersPOS Inventory Audit Guide
Overview
The Inventory Audit feature allows businesses to perform physical inventory counts and reconcile them with system records. This helps identify discrepancies, calculate shrinkage costs, and maintain accurate inventory levels.
Key Concepts
Audit Process
An inventory audit involves three main steps:
Physical Count: Counting actual inventory on hand
Comparison: Comparing physical counts with system records
Reconciliation: Updating system records to maFew readers