Your setup checklist

Created by Doug Stoddart, Modified on Mon, 3 Aug at 10:59 AM by Emily Campbell

BRM has a Getting Started page that walks you through setting up your store — open it from the left-hand menu. It groups the work into three stages, Setup, Ready and Live, and ticks each step off as you complete it.


Each step opens to reveal a short description and a GO button that takes you straight to the right page. This article is the same list, with links to the detail behind each one.


Once your store is live this page disappears — everything on it is still reachable from the normal menus.


Setup

The basics. Your store can't take a booking until these are done.

  1. Add your bikes (or whatever you rent — the step is named after your stock) — get some or all of it into BRM. See Quick Add or Add / Manage Items.
  2. Pricing — what you charge, and how. See Pricing Your Items.
  3. Store settings — your store details. See Store Details: address, currency, tax rate.
  4. Operating Hours — when you trade, so bookings only land in slots you can service. See Set opening hours.
  5. Notifications — what BRM sends, and who hears about it. Worth doing carefully: if the address BRM bccs is left blank, a live store never gets told a booking has come in. See Notifications — Who panel.


Ready

Prove it works before a real customer does.

  1. Make online bookings — walk your own booking page exactly as a customer would.
  2. Make in-store bookings — put a reservation through the planner end to end. See Planner 2.0 overview.
  3. Setup payment provider — so you can take money through BRM. See Setting up Stripe.


Live

This section stays locked until the other steps are done — the page tells you so with "Please complete all other steps to start going Live". That is expected, not a fault.

  1. On bike rent — list your shop on the Bike.Rent platform.
  2. On your site — customise your online booking and publish it on your own website. See Publishing your Customer Booking Page on your website.
  3. In store — the last one. Press Publish when you're ready to open your doors, and your store is live.


Some stores also see an On Specialized step, for publishing the Specialized catalogue to your site. It only appears if your account has that module.


If a step is missing

Steps are tied to your user's permissions, so if you can't see one that's described here, your login may not have rights to that area. An admin at your store can check, or contact support and we'll look with you.


See Also

Glossary of Terms / Key concepts

Introduction to Inventory

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