The dashboard setup checklist

The setup checklist on your dashboard checks whether the settings that affect getting paid correctly are actually in place — not just whether you clicked through a page once. Each item only turns green when Renta has confirmed the real setting, not just that you visited the screen.

Where to find it

The Setup Checklist card sits near the top of your dashboard. Its heading reads "Finish setting up before you take money" and it counts "N of M essentials done"; the sixth item, publishing your checkout flow, is only recommended and does not keep the card open.

The card disappears on its own once every essential item is settled, so on a fully set-up shop you will not see it at all. What you see instead, once the first tour level ("Open for business") is finished, is a small card that reads You're open for business. ("Level up: invite your team, set pricing rules, add coupons, and more."). It shows a line such as "Wizard 3: Advanced: 4 of 8" with a Start button, one line for each of the two later levels of the guided setup tour that you have not finished ("Wizard 2: Run it better" and "Wizard 3: Advanced"). Start opens the tour at your first unfinished step. The card goes away when both levels are done. Owners and Managers see it. It is a different thing from the checklist: the checklist checks money settings, this card tracks the tour.

How it works

The checklist covers six things, each with its own check behind it:

• Connect Stripe so you can get paid — confirms your payment processor is actually connected and able to charge cards
• Publish at least one rental item — confirms you have at least one item customers can actually book
• Set a price on every published item — flags any published item that's missing a price
• Decide your security-deposit policy — confirms you've either set up deposits or explicitly said you don't take them
• Finish your rental waiver — confirms your liability waiver is complete and ready to send to customers
• Publish your checkout flow — confirms customers can actually complete a booking on your site

Some items can be marked "This does not apply to my business" instead of completed — for example, if you genuinely don't take security deposits. That's recorded as a decision, not just dismissed, and Renta remembers it.

For example: if you connect Stripe but a customer report later shows Stripe stopped letting you accept charges, the "Connect Stripe" item comes back on its own — it isn't a one-time checkbox, it's re-checked against your real settings.

Good to know

• An item that can't be checked one way or the other shows as unresolved rather than being marked done by mistake — Renta would rather show you an open item than a false "all clear."
• This checklist is separate from the short signup wizard — you can finish the wizard and still have open items here if your settings changed afterward.