Introduction
A new RentVisie company has nothing of its own yet. The onboarding wizard takes you through setting up branch, locations, vehicles and prices, in order, and shows how far you are. It is the screen headed Welcome to RentVisie !. The first time, it shows two cards to choose from. After that: Onboarding steps with a sample-data button beside it, a progress bar, one card per setup step, and, once every step is done, a Well done! card with Finish onboarding. A bar at the bottom of every other screen leads back to it with Return to onboarding.
Why it's useful:
- You have just received your RentVisie account and want to know what to set up first.
- You want to try the app on sample bookings and customers before entering your own.
- You set up your branch and locations yesterday and want to see what is still left.
- You are ready to go live and want the sample records out of the way.
Terms used on this screen. The wizard names things the way the app does:
| The screen says | It means |
|---|---|
| Sample data | Made-up records the app gives a new company to try things out: a branch, a location, vehicles, customers, bookings and more |
| Asset groups | Vehicle classes, such as Compact car or Van 12m3 |
| Asset group category | A group of vehicle classes, such as Cars or Vans |
| Assets | Your vehicles |
| Options | Add-ons: insurance, kilometre packages and extras such as a child seat |
| Communicator | The emails the app sends to customers |
| Users | Your colleagues' accounts |
Use the wizard from the day your account opens until you go live.
How to use
Configuration
There is nothing to set up. The wizard is there while RentVisie has your company marked as being in onboarding; finishing the wizard ends that, for good.
Before you start: the wizard and its bottom bar are only for a company administrator. Other accounts never see them, and open the app on the daily overview as normal. Choosing Start from scratch, and pressing Remove sample data, delete records at once and cannot be undone; read Key details first if you have already entered anything of your own.
Using the onboarding wizard
As a company administrator of a company in onboarding, signing in opens the wizard instead of the daily overview. From any other screen, click Return to onboarding in the bar at the bottom.
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Choose how to start. Under Please choose one of the options below, click one of the two cards and confirm with Proceed. Start from scratch first lists everything it deletes; read it:
Card Use it when What happens Keep sample data (recommended) You want to try the app on made-up records first The sample records stay. You can remove them later with one button Start from scratch You want an empty company straight away Everything your company has is deleted, sample or not, and the app says All data resetted! You can add a sample set later You make this choice once. Afterwards the cards are gone, and you add or remove sample data with the button beside Onboarding steps, described below.
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Read the progress. Below Onboarding steps the bar is labelled, for example, 3 / 10 required steps completed. Go by the numbers in the label: the coloured bar itself always stands at the halfway mark.
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Work through the step cards, top to bottom. Click a card, or the arrow on its right, to open the screen where that step is done. Each card names the step and says in one line what it covers:
Step Opens It is ticked when you have Users The Company screen with the Employees list At least one colleague's account besides your own Branch The list of branches A branch of your own Location The list of locations A location of your own Asset group category The list of vehicle class categories A category of your own Asset groups The list of vehicle classes A vehicle class of your own Options The Product design tile page An add-on of your own Assets The Assets tile page A vehicle of your own Pricing The list of price lists A pricing period of your own, other than the standard Day, Week, Month and Weekend Communicator The Communicator tile page An email or email template of your own Customers The Customers tile page A customer of your own Sample records never tick a step. Each time you come back, the wizard checks again and shows Completed in green on each step that is done.
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Mark a step done yourself. A step you do not need, for example Customers when you start with an empty customer list, has a Mark as completed button. Click it and the step counts as done at once.
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Remove or add sample data. To the right of Onboarding steps you see one of two buttons, each asking first:
- Remove sample data (if you kept the sample data) lists the company-wide lists it also resets, then deletes and says Data has been cleaned up. The button then becomes Insert sample data.
- Insert sample data (if you started from scratch, or removed the samples) creates a fresh sample set and says Data samples have been added.
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Finish onboarding. When every step is done, the card Well done! appears, saying Push the button below to officially start your next generation rental journey. Click Finish onboarding. There is no confirmation question. The wizard closes, the bottom bar disappears, and from then on you open the app on the daily overview.
Key details
The bottom bar. On every full screen, not in pop-up windows, the bar says Onboarding not started yet until you choose how to start, and then, for example, Onboarding progress 3 of 10 steps done. Return to onboarding on its right opens the wizard.
What happens to the sample data when you finish. It depends on what is there at that moment:
| At Finish onboarding | Result |
|---|---|
| You kept the sample data and did not remove it | Every sample record becomes an ordinary record of yours: the sample bookings, customers and vehicles stay in your lists for good |
| You removed it, or started from scratch | Any sample record left over is deleted. The sample email templates are kept and become yours |
After finishing, Remove sample data is no longer available anywhere; leftovers can only be deleted one by one. So remove the samples before you finish, unless you want to keep them as your own.
What the sample data contains. For Jansen Verhuur: the branch Jansen Verhuur branch and location Jansen Verhuur Location, twelve vehicles RV-001-AA to RV-012-MM, customers such as John Doe, and sample classes, add-ons, bookings and email templates. See Set up your branches for the branch's placeholder details.
Remove sample data also clears some company-wide lists. Besides the sample records, it deletes every stored document PDF, every make and model, the damage diagrams, the fuel prices, the standard pricing periods, the Basic checklist, and your financial and operational settings, which go back to their starting values. Your own branch, locations, vehicles and customers are kept. The full list is on Clear out old or test data.
Start from scratch deletes everything. It removes all bookings, customers, invoices, payments, vehicles, vehicle classes, add-ons, branches, locations, price lists, email templates, checklists and settings of your company, including anything you entered yourself before choosing. Your colleagues' accounts stay.
A finished step stays finished. Once a step shows Completed, it stays that way, even if you later delete the record that ticked it. There is no button to set a step back.
What to do next: start with Branch and Location, see Set up your branches and Set up your pickup and return locations; do the prices last.
Q&A
Why are all our bookings, customers and vehicles gone after starting onboarding? Start from scratch was chosen. It deletes everything your company had, not only the samples, and cannot be undone. Enter your records again, or use Insert sample data to get a sample set to practise on. Ask RentVisie support whether anything can be restored.
Why do the sample bookings and customers still show up after we went live? Finish onboarding was pressed while the sample data was still there, so it became part of your own records. Delete the sample records one by one: cancel the sample bookings, see Cancel a booking, and archive the sample customers, see Clear out old or test data. For a larger clean-up, ask RentVisie support.
Why have our makes and models and our settings gone after removing the sample data? Remove sample data also clears those lists for the whole company. Load makes and models again with Import list, see Find and change the app's standard lists, and set your settings again, see Set up how your company runs day to day and Set your company's financial defaults.
Why does a step stay open although I have already set it up? Only records of your own count, never sample records. Renaming a sample branch does not make it yours. Create your own record, or click Mark as completed on the step.
Why does nothing happen when I click Finish onboarding, apart from a message? The message Please complete all steps means a step is still open. Find the card without Completed, do it or click Mark as completed, and try again.
Why does the progress bar stay at half-way? The bar does not move. Read the label: {done} / {total} required steps completed.
Why do I get "The onboarding wizard is only available while the company is in onboarding."? Your company has already finished onboarding. The setup screens are under the Admin menu.
Why does a colleague not see the wizard or the bottom bar? They are only shown to a company administrator. Your colleague opens the app on the daily overview; see Check your daily overview.
Related pages:
- Add an employee and set their permissions for the Users step.
- Set up your vehicle classes for the Asset groups step.
- Add a vehicle to your fleet for the Assets step, and Import customers or vehicles from a spreadsheet to load many at once.
- Set up a price list and Set up pricing periods and duration bands for the Pricing step.
- Set up the emails the app sends by itself for the Communicator step.
- Check your company record, plan and limits for what being in onboarding means for your account.