Tips for a Smooth First Event

When you're setting up your first rental event, follow these best practices to ensure a successful experience.

Understand the Rental Agreement Lifecycle

Your rental agreement moves through a series of states as the process unfolds. Knowing the path helps you anticipate what happens next:

1. Draft — You create the rental terms (host only).
2. Sent — You send the agreement to the renter.
3. Submitted — The renter completes and submits their request.
4. Accepted — You approve the renter's submission.
5. Signed — The renter signs the agreement.
6. Confirmed — The rental is confirmed and active.

You can also cancel at most stages, or decline a submitted request. If an agreement expires before the renter acts, you can resend it to restart the process.

Send Your Agreement Clearly

When you move from Draft → Sent, include a clear note. For example: "Here are the rental terms for your review." This helps renters understand what they're receiving and sets expectations.

Be Ready to Approve Quickly

Once a renter submits (Sent → Submitted), you'll review their request. If you need to decline, include a brief reason—for example, "Facility is unavailable that week." This feedback helps renters and keeps communication transparent.

Know Your Deposit Requirements

After the renter signs, the agreement either confirms immediately or waits for deposit payment, depending on your settings:

• With a deposit configured — The agreement parks in a waiting state until the deposit is paid in full.
• Without a deposit — The agreement confirms upon signing, and any remaining balance is collected as a regular invoice after confirmation.

Make sure your deposit amount is clearly stated in the agreement so renters know what to expect.

Keep Notes During Key Actions

Whenever you approve, decline, or confirm a rental, add a brief note. These notes are recorded in the agreement history and help both you and the renter track important decisions and next steps.

Double-Check Before Sending

Before you send an agreement to the renter, verify that all terms are correct—dates, facility details, pricing, and deposit amount. Once sent, corrections require cancelling and resending, which creates extra work.