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Within the Customer Record, maintain customer notes from the notes tab. Notes can be stamped with date and time of entry and included on customer reports/queries as needed. ...
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Set up secure login to your RentalPoint account use app verification/email/SMS/backup codes Initial Setup Authenticator App 1. Follow the on screen instructions to secure your account with 2FA 2. Enter the 6-digit verification code gener...
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Last Updated: 29/05/2023
in Customers, Contacts & VenuesRecord security deposits taken and refunded against bookings
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Last Updated: 12/05/2023
in Customers, Contacts & Venues
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Last Updated: 28/01/2025
in Booking/Event Management
Integrate Sales prospects from your website with RentalPoint3! New sales prospects click a link from your web site, fill out their contact details and general information, then send the request to you. Both you and the sales prospect will recei...
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Last Updated: 24/02/2021
in Customers, Contacts & Venues
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Last Updated: 12/05/2023
in Customers, Contacts & Venues
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First highlight the booking on the booking grid, then access the 'Print' option from the right click menu OR from the top menu bar Click on the name of the template you would like to use and wait for the merge to complete Once the ...
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We've outlined some typical formatting issues found when modifying or creating new templates. Please contact support@rentp.com should your template issues persist beyond the resolutions below. Insert Fields Display in Merged Document For an...
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