BikeRentalManager

First Steps 7

• Overview - what is BRM all about?
• Your setup checklist
• Setting your key store details
• Setting your shop email address
• Shop opening / closed hours

See all 7 articles

Training 3

• Fundamentals Training
• Lightspeed Training
• Setting up and customising your system

Getting Help 2

• Getting Help on BRM / RSM
• Feature Requests

FAQ 3

• what are the Ski specific features of BRM / RSM ?
• Tours, packages, activities & events; what is the difference?
• what are some kayak / canoe specific features of BRM / RSM?

The basics 9

• Creating a rental ticket
• Finding rental tickets
• Managing your reservations
• Planner View
• Cancelling a reservation

See all 9 articles

Inventory within Rentals 1

• Asset (inventory) Lifecycle

Customer / Client 4

• Handling groups / events
• Group 'tag'
• Client record per rental item
• Linking reservations to client / customer records

Pricing 8

• Pricing your Assets (using Price Groups)
• How do you set pricing for your rentals?
• setting your sales tax
• Reservations - 'price altering' changes
• Price alterations - discounting etc

See all 8 articles

Lifecycle Tracking 1

• Reservation Lifecycle

Waivers, Disclaimers, Receipts 4

• Rental disclaimers (waivers)
• Customising your Invoices / Waivers
• Printing receipts on Thermal Paper
• Snapshot Printing

Deposits 2

• Does BRM handle deposits?
• video demonstration of holding security deposits

Delivery 1

• Delivery Management

Payments 2

• ad hoc payment recording
• Reconciling Payments

Communications 3

• Post rental email
• Emailing a copy of reservation, as pdf
• Multi Language Booking Emails

Dealing with change 5

• Adding, Swapping & Removing inventory in a reservation
• Individual asset Check-in
• Early returns
• How to extend a reservation
• How to extend / change Dates & Times of a Reservation

Extras 3

• what are extras?
• Specifying, setting up, ordering and pricing Extras within Reservations
• using extras as a discounting mechanism - e.g. 'junior' pricing

Reservation Types 3

• Defining Multiple Reservation Types
• Adding and Editing Reservation Types
• Customise columns - by reservation type

Advanced Reservation features 17

• Single Page Booking
• BRM kiosk mode
• Discount Codes (vouchers)
• What is the 'paid' column for?
• Reservation Selection Criteria

See all 17 articles

The Basics 2

• Maintenance - overview
• Recording post rental feedback (and or broken items)

More advanced features 7

• difference between broken bikes and maintenance reservations
• Item maintenance check
• Knowing which bikes to prepare
• set a bike to broken within the maintenance section
• How does BRM track each bike’s usage?

See all 7 articles

The basics 4

• Manage Fleet - Overview
• Manage Fleet - Importing bikes
• How to send us your inventory
• Fleet Management - The Golden Rule!

Inventory - adding your products 1

• Manage Fleet - how to add items

Structuring your inventory 4

• Product Lines - what's that all about!?
• Categories
• Manage Fleet - Hierarchy Management
• Product Lines (generic assets) - setup

Managing your inventory 4

• Changing the status of your items
• Manage Fleet - Archiving old inventory in your spreadsheet
• Setting assets 'for sale'
• selling inventory - setting an item to sold

Barcodes 3

• Barcode mode
• Putting barcodes on your bikes
• Barcoding - What BRM does and does not do

The Basics 6

• Introduction to the Online Booking 'widget'
• Getting your new online booking live - your checklist
• Adding pictures / images for your bikes
• Adding notes and suggested sizes for your bikes
• Getting Started - Putting your Online Booking on your Website

See all 6 articles

Setting Up 7

• Online Booking Configuration Options and Settings
• setting the order of your categories
• setting the order of your Product Lines
• Taking credit card details for Online Bookings
• Embedding into various types of website

See all 7 articles

More Advanced Features 24

• Creating category specific versions of Online Booking
• handling deliveries with the Online Booking Wizard (OBW)
• HIVO mode for online booking
• Online Booking - Provisional Reservation Timeout (auto-cancel)
• setting Extras compatibility

See all 24 articles

The basics 1

• Customer records

Self Registration 6

• self-registration
• Electronic Waivers - roadmap
• Self Registration for Groups of Customers
• self registration customisation
• BRM self-registration flow

See all 6 articles

More advanced CRM features 2

• Custom fields for your Customer records
• Setting per rider information to be mandatory

Lightspeed 10

• Lightspeed integration - overview
• Lightspeed integration - configuration
• Lightspeed Integration - BRM to LS
• Lightspeed Integration - LS to BRM
• what is the difference between the two Lightspeed workflows?

See all 10 articles

Stripe 3

• Stripe Integration - overview
• Stripe - configuration
• refunding on Stripe (within BRM)

Mailchimp 1

• Send new customers to Mailchimp

Paypal 3

• Setting Up PayPal
• Paypal processing in BRM
• Changing Language in PayPal

Slack 1

• Getting Started

the basics 3

• Barcoding - setup
• Getting labels printed by BRM....
• Barcoding - do's and dont's

Exporting Data 4

• Creating Printable Reports (of your data - Reservations, Transactions, Financial Report)
• Exporting your data (Customers)
• Rentals & Revenue per asset (and per category)
• deeper analysis using spreadsheets (and pivot tables)

Google Analytics 1

• Google Analytics integration

graphs etc 2

• Graphing your Rentals
• why in graphs page Rental per months does not match with the value in the search page May 2018?

Basic setup 1

• Full day or 24hr mode - what is your definition of a days rental?

Access and Permissions 5

• Adding new users
• Google Accounts
• Administrator Accounts
• What access do the different roles enable?
• deleting users

Advanced Setup Details 6

• Specifying booking slots
• Complex pricing of extras
• 'full day' price mode - deep dive
• 24hr mode - deep dive
• 'New' definition in search

See all 6 articles

Tours, Activities, Events 5

• selling 'abstract' things like seats on buses, places on tours...
• Selling tours and renting bikes
• 3 sides of managing Activities, Events & Tours
• Clone or copy tours, activities and events
• creating an event / tour in BRM / RSM

Generic Bookings 2

• Making Generic Bookings - overview
• High Volume Handling (BRM EVO)

Multiple Locations 12

• Multi-location example - one system, multiple locations within
• multi-locations - products only in one store (OPTION)
• what are the multi-location features?
• item 'current location'
• current location filter

See all 12 articles

Delivery Scheduling 3

• Delivery Planning module (barcode mode)
• Delivery Planning Module
• setting up delivery planning

How to get the most out of BRM / RSM 20

• Winning at your game of Tetris
• Sorting your reservations in the Reservation List Panel
• Reservation Type Images
• Same customer renting items with varying dates.
• Glossary of Terms

See all 20 articles

Problem Solving 14

• Problem Solving - why findReservation doesn't work
• Problem Solving - 'undo' progress reservation
• Problem Solving - show all bikes checked-out
• Problem Solving - Asset(s) not available for given dates...
• Problem Solving - parent (product line) is full

See all 14 articles

Error Codes 11

• LSI001 - Lightspeed API error
• LSI002 - user XYZ not linked to Lightspeed
• LSI003 - Lightspeed invalid shop configuration
• LSI004 - Lightspeed Invalid Foreign keys for Customer...
• LSI005 - Lightspeed Invalid foreign keys for Employee: x

See all 11 articles

Recommendations 2

• Hardware recommendations
• Multiple Locations - overview

SBC operations 4

• SBC key files access - without all the blurb...
• SBC Directory loading
• online booking for SBC stores
• Testing it!

Onboarding 1

• Shop types / templates

understanding multi-store 1

• I want online booking and multi-store etc..