Publish and test the equipment rental request flow
Connect rental inventory, pricing, agreements, request forms, availability, pickup, delivery, and returns.
Guide typeStep by step
Estimated time2 minutes
Best forOperations
A reliable rental flow starts with inventory and ends only after equipment is returned, inspected, and made available again.
Prepare inventory and pricing
- Open Rental Inventory and add each rentable item with an accurate available quantity.
- Record identifying information, condition, and internal handling notes.
- Create customer-facing bundles under Rental Packages & Pricing.
- Verify deposits, delivery, pickup, duration, late-return, damage, and tax rules with your business policy.
Prepare the agreement and form
- Review Rental Agreements with the appropriate legal and insurance advisers.
- Open Rental Form Designer and request only information needed to quote and fulfill the rental.
- Use clear labels for dates, quantities, delivery address, access, and customer acceptance.
- Publish the supported rental shortcode on a WordPress page and preview it while signed out.
Run a demonstration request
- Select a test package and dates using fictional customer details.
- Confirm unavailable quantities cannot be over-requested.
- Submit the request and verify it appears under Equipment Rentals.
- Review the calculated amount, agreement, delivery or pickup details, and status.
- Complete a test return and confirm inventory becomes available only after inspection.
Operational rule: never rely on the public request alone. Confirm quantity, condition, logistics, payment, and agreement before marking a rental approved.