Store phases during BRM Onboarding

When you start using BRM you go on a little journey to prepare your store.

This is split up into three phases:

•  Setup  - "Getting started" - configure basic settings like inventory, prices, hours
• Ready - "Getting going" - learning to use BRM, and setting up payment provider (practice for going live)
• Live - actually using BRM on a daily basis

BRM helps you keep track of this little project by showing you your phase and what you need to do next.

We do this on your Getting Started page.  (which becomes mainly hidden when you're live)

Setup phase ("getting started")

To start with your store will be in the  Setup  phase, shown below by a red lozenge towards the top left of the screen. You must complete this phase before moving on to Ready and Live phases. 

Note, we will track which steps have been completed.

Also, you can visit each section to find out what is needed to be done, fast-link to that section, and track your detailed progress.

Ready phase ("getting going")

When you have completed all Setup steps, you move to the Ready phase.

This phase lets you learn the system and do any final tweaks (like setting up billing platform) prior to taking live bookings from customers.

When you are ready to go live, you can choose how & where you want to go live. These include one of the online channels like your site, bike.rent or in-store

Live phase

When you're Live you will see a blue lozenge on the top left

Clicking on the BRM logo will take you to your home page - which will now show a dashboard of upcoming activity.

(you can still visit your setup steps - using the 'show setup' button at the bottom of this page)

You will also see a handy dashboard of rental activity over next 2 days:

Going live in this way gives your data extra protections (compared to  Setup  and Ready phases) and also notifies our onboarding team, so we can better support your business.

See Also

Home Page Dashboard