Setting up your business the first time

The setup wizard is a short walkthrough that gets a new Renta account ready to take bookings: a welcome step, your details, connecting your payment processor (Stripe), and a final confirmation.

Where to find it

You land on this wizard automatically the first time you sign up. If you leave partway through, your progress is saved and the wizard picks up at the step you reached.

How it works

The wizard has these steps, done in order:

1. Welcome — a short introduction using your business name 2. Business details or Personal details — whichever applies to how your account is set up: business accounts enter phone, email, address, existing website, and business category; personal accounts enter the equivalent personal contact and address fields 3. Stripe Connect — connects Stripe (the company that processes your card payments) so money can move to your bank account 4. Complete — a final confirmation screen once everything above is finished

You can step back to an earlier step at any time before finishing.

Good to know

• You don't take real payments during the wizard. To try your checkout safely afterward, use Practice customers, which pay with a test card.
• Once the wizard is finished, opening /onboarding takes you straight to your dashboard instead of showing the wizard again.
• Setting up your checkout flow, building your website, and going live are covered by the guided setup tour that follows, and by Going live: turning on real payments.