General Setup
Workflow Setup Overview
Overview Workflows are a series of steps or procedures that must be completed in order to perform a task. There are a number of workflows setup in RCM that can be completed by a customer, including the Online Check-in and Converting a Quote to a ...
Maintenance Status
Purpose The Maintenance Status setup form allows you to create the maintenance statuses for selection in the Maintenance Booking form. The maintenance status can be however you wish to track the progress of a maintenance booking. The Rental Source ...
Setting the Retention Period for Sensitive Customer Data
Purpose The Retention Period for your customers Identity Data determines how long you retain their identity data before it is permanently obscured. Note that once the data is permanently obscured, it can no longer be viewed - this is irreversible. ...
Branding or New RCM Instance - Which one works for you?
Overview Some Rental Car Companies may have separate business entities and/or franchises. The question here is, can you run these in one RCM system, or do they need their own separate RCM system. RCM allows you to run multiple brands from within the ...
Setting up the Quick Menus
Purpose The Quick Menu appears as a drop down menu at the top of the screen, and also on the Home Page ( Dashboard) It allows you to quickly access areas of the system that you use frequently. The Quick Menu setup screen allows you ...
States / Provinces
Purpose The States/Provinces screen is where states and provinces for your country of operation are maintained. A state may have a local tax associated with it. The tax name and rate are also defined under the States/Provinces screen. Each ...
Airport Code
Purpose The Airport Code tab is where you add or maintain airports within RCM. The Airport Code is used when setting up locations. See screenshot below. Accessing the Airport Code List System Setup > States/Provinces >Airport Code Adding and Viewing ...
Country List
Purpose The Country List tab is where you add or maintain countries within RCM. You select a country from this list when adding state or province records, or when making a reservation. Like states and/or provinces, each country may have a different ...
City List
Purpose The City List tab is where you can add or maintain cities within RCM. The City List is used when setting up agent branches. Accessing the City List System Setup > States/Provinces > City List Adding and Viewing a record On the City List ...
Custom Data Fields
Purpose Within RCM you are able to setup Custom Data fields for Reservations, Vehicle Categories, Extra Fees, and Locations. These fields are included in information returned through both the Web and Agent API for these areas if you wish. Your Web ...
Reservation Cancellation Reason
Purpose The Reservation Cancellation reason table allows you to create the reasons for booking cancellations. Once created, these reasons can be selected and applied to a cancelled booking. There are 2 ways to apply the cancellation reason. 1. ...
Youngest Driver
Purpose The Youngest Driver setup table is where driver ages are created to allow age restrictions to be set against the Vehicle Categories. This is used to ensure that the minimum age for each Vehicle Category is met, and that the appropriate ...
Customer Occupation
Purpose The Customer Occupation setup table allows you to create the entries that will appear for selection in the 'Occupation' drop down box in the Drivers Details area of a booking. Choosing a customer occupation during the reservation process ...
Rental Source
Purpose The Rental Source setup table allows you to create a list of sources for selection in the Booking Details tab of a reservation. The source refers to the how the customer heard of your company. E.g. online, friend, walk in etc. The Rental ...
Area of Use
Purpose Area of use refers to the area where customers can use a rental vehicle. Rental operators normally restrict the area where the vehicle can be used with customers who want to use the vehicle beyond the Area of use required to pay additional ...
Extra Fee Groups
Purpose When making Extra Fees, you have the option to select an Extra Fee Group. Extra Fee Groups help manage your extra fees by putting them in order if you have a lot of similar extra fees that can be filed under one group. Eg - GPS, baby seat > ...