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Rentibly How-to

Data & Reports

Dashboards, reports and the numbers behind them.

6 films · 12 minutes · The playlist on YouTube

  1. 2:08

    Part 1

    Importing your data

    Bring a spreadsheet of contacts into Rentibly, export your data, and answer a guest's request for their personal data. Shown live on a real Rentibly workspace.

  2. 1:57

    Part 2

    Duplicates and merging

    Find guests who are in Rentibly twice, merge them into one record, and undo a merge if you need to. Shown live on a real Rentibly workspace.

  3. 2:13

    Part 3

    Reference lists

    Sources, tags and lost reasons: the lists behind your reports — and how to add your own. Shown live on a real Rentibly workspace.

  4. 2:02

    Part 4

    Company profile and branding

    Your company details, time zone and formats, business hours, signature and stamp — and the logos on everything you send. Shown live on a real Rentibly workspace.

  5. 1:37

    Part 5

    Activity log and recycle bin

    See who changed what, field by field — and bring back a record that was deleted by mistake. Shown live on a real Rentibly workspace.

  6. 1:54

    Part 6

    API keys and connected apps

    Give your own software safe access to your Rentibly data with an API key — plus webhooks and Zapier. Shown live on a real Rentibly workspace.

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