Home RentalOS Settings

RentalOS Settings

Configure your rental operation — porters, tasks, pricing, insurance, and more.
By Jeremy Crane
• 13 articles

Enabling Instant Booking & Verification Requirements

Instant Booking allows renters to confirm a reservation without waiting for manual approval. You control what verifications are required before a booking is auto-approved. How to Configure 1. Go to Settings → Rentals → Instant Booking What is Instant Booking? Without instant booking, every rental request comes in as a quote that you must manually approve. With instant booking enabled on a vehicle, renters can book immediately — the rental is auto-approved as long as all verification requirements are met. Instant booking is configured per-vehicle (on each vehicle's rental settings), but the verification requirements are set here globally. Verification Toggles Require Renter Identity Verification When ON, renters must complete Stripe Identity verification before their instant booking is confirmed. The verification process: 1. Renter receives a verification link (via SMS or in the booking flow) 2. They take a photo of their government-issued ID (driver's license or passport) 3. They take a selfie for facial matching 4. Stripe confirms the ID is valid and the selfie matches 5. The booking proceeds When to enable: Recommended for all operators. Identity verification prevents fraud and ensures the person booking is who they say they are. Require Insurance Verification When ON, renters must verify their personal auto insurance through Axle before booking. The process: 1. Renter receives an insurance verification link 2. They connect their insurance provider through Axle's secure portal 3. Axle confirms the policy is active and meets your requirements 4. The booking proceeds When to enable: Recommended if you want to ensure every renter has active personal auto insurance before driving your vehicle. This provides a layer of protection beyond Bonzah. Default Rental Agreement Select a default agreement template that will be automatically attached to all instant bookings. 1. Choose from the dropdown (only "rental" type agreements appear) 2. Select "No default agreement" to skip auto-attaching The renter will be asked to sign this agreement as part of the booking process. Prerequisite: Create your rental agreement template in Settings → Agreement Templates before configuring this. How Instant Booking, Verifications, and Agreements Work Together When a renter attempts to instant-book a vehicle: 1. The system checks if identity verification is required and complete 2. The system checks if insurance verification is required and complete 3. If a default agreement is set, it's attached to the rental 4. If all requirements are met, the booking is auto-approved 5. If any requirement is missing, the renter is prompted to complete it Frequently Asked Questions Do these requirements apply to manually created rentals? No. These verification requirements only apply to instant bookings made through the marketplace. Manually created rentals skip these checks (though you can still send verification links from the rental detail page). Can I require different things for different vehicles? The verification requirements (identity, insurance) are global — they apply to all vehicles with instant booking enabled. However, instant booking itself is toggled per-vehicle, so you choose which vehicles offer it. What happens if a renter's insurance lapses after booking? The verification is checked at booking time. If their insurance lapses during the rental period, you would need to verify manually at check-in using the Axle verification link on the rental detail page.

Last updated on Jul 08, 2026

Configuring Bonzah Insurance for Rentals

Bonzah is a third-party insurance provider integrated with PocketOS. Offering insurance protects your vehicles and gives renters peace of mind. Insurance premiums are added as a non-taxable charge to the rental total. Why Offer Bonzah Insurance - Protects your fleet — CDW covers damage to your vehicles up to $35,000 - Reduces liability — RCLI covers third-party claims so you're not on the hook - Increases renter confidence — renters feel safer booking when insurance is available - Additional revenue — insurance premiums add to your per-rental earnings Enabling Bonzah Insurance 1. Go to Settings → Rentals → Insurance 2. Toggle Enable Bonzah Insurance to ON Once enabled, additional configuration options appear. Coverage Types Explained CDW — Collision Damage Waiver (Recommended) Covers physical damage to the rental vehicle from collisions, theft, vandalism, and weather. Coverage up to $35,000. This is the most important coverage for protecting your assets. Recommended: ON by default. RCLI — Renter's Contingent Liability Insurance (Recommended) Covers third-party bodily injury and property damage caused by the renter while driving your vehicle. This protects against lawsuits and claims from other drivers, pedestrians, or property owners. Recommended: ON by default. SLI — Supplemental Liability Insurance (Optional) Provides excess liability coverage on top of RCLI for higher-value claims. Requires RCLI to be enabled. Recommended for operators in high-liability markets or with luxury/high-value vehicles. PAI — Personal Accident Insurance (Optional) Covers the renter's personal injuries, medical expenses, and personal effects (belongings) during the rental period. This is a nice-to-have but not essential for most operators. Default Coverage Settings The toggles under "Default Coverages" control which coverages are pre-selected when adding Bonzah insurance to a rental. These are defaults only — they can be adjusted on each individual rental. Turning a coverage ON here means it will be pre-checked when you or a renter adds insurance. Turning it OFF means the renter or operator would need to manually select it. Insurance Requirements Two requirement toggles let you enforce insurance: Require for Instant Booking When ON, renters must purchase Bonzah insurance to complete an instant booking. This is recommended if you want to ensure every self-service booking has insurance coverage. Require on All Vehicles When ON, Bonzah insurance is automatically required on every vehicle in your fleet. Individual vehicles can still be overridden on their detail page if you need exceptions (e.g., vehicles with their own commercial insurance). How Insurance Appears on Rentals When Bonzah is enabled and added to a rental: - Insurance premiums appear as a separate, non-taxable line item on the rental - The renter sees the insurance cost in the booking confirmation - Coverage details are included in the rental agreement Frequently Asked Questions Does Bonzah insurance replace the renter's personal auto insurance? No. Bonzah provides additional coverage specific to the rental. The renter's personal insurance (verified through Axle) is their primary coverage. Bonzah acts as supplemental protection. Who pays the insurance premium — me or the renter? The renter pays. Bonzah premiums are added to the rental total as a non-taxable charge. Can I require insurance on some vehicles but not others? Yes. Even with "Require on All Vehicles" enabled, you can override insurance requirements on individual vehicle detail pages. Is insurance available for Pocket Drives bookings? Yes. If Bonzah is enabled, per-vehicle insurance requirements apply to Pocket Drives bookings as well. Configure per-vehicle settings on each vehicle's detail page.

Last updated on Jul 08, 2026

Setting Your Porter Rate, Default Address & Fuel Cost

The General tab of RentalOS Settings controls three foundational settings that affect how porters are compensated and how fuel charges are calculated. Default Porter Rate This is the dollar amount a porter earns for each delivery or pickup job. How to Set It 1. Go to Settings → Rentals → General 2. Find the Porter Payout Settings card 3. Enter a dollar amount in the Default Porter Rate field (e.g., $50.00) 4. Click outside the field — the rate saves automatically What Happens When You Change It - The new rate applies to all future porter assignments - Existing assignments keep the rate they were created with — changes are not retroactive - You can override the rate on individual rentals when assigning a porter Recommendations Common porter rates range from $25-$100 depending on your market and delivery distances. Factor in fuel, tolls, and time. Porters can also log expenses (fuel, tolls, parking) which are tracked separately from the base rate. Default Porter Address This is your home base location — typically your garage, lot, or office — used as the default pickup/delivery starting point for porter assignments. How to Set It 1. Find the Default Porter Address field in the Porter Payout Settings card 2. Start typing your address — Google Places autocomplete suggests matches 3. Select the correct address from the dropdown 4. Saves automatically on selection What This Address Is Used For - Default location shown on porter job assignments - Starting point for Pocket Drives delivery distance calculations - Displayed to renters as your default pickup/dropoff location Tip: This address is also shared with Pocket Drives settings. Changing it here updates it in both places. Fuel Refuel Cost Per Gallon When a vehicle is returned with less fuel than at check-out, this rate is used to calculate the refueling charge to the renter. How to Set It 1. Find the Fuel Refuel Settings card on the General tab 2. Enter the cost per gallon (e.g., $4.50) 3. Click outside the field to save How the Fuel Charge Is Calculated The fuel charge = (gallons needed to refill) × (cost per gallon). For this to work, you must: 1. Set the fuel tank size on each individual vehicle (under the vehicle's Rentals tab) 2. Record fuel levels at check-out and check-in The difference in fuel level multiplied by the tank size gives the gallons needed, which is then multiplied by your cost per gallon. Recommendations Set this to your local gas price plus a small markup to cover the time and effort of refueling. Common values: $4.00-$7.00/gallon depending on location and vehicle type (premium fuel vehicles should be higher). Frequently Asked Questions Does the porter rate include expenses like fuel and tolls? No. The porter rate is the base compensation. Porters can log expenses separately (fuel, tolls, parking) in the Porter Dashboard, and you can reimburse those in addition to the base rate. What if I don't set a fuel cost per gallon? If set to $0, no fuel refueling charge will be calculated. You'd need to add fuel charges manually as a line item on the rental.

Last updated on Jul 08, 2026

Rental Messaging, Notification Forwarding & Review Settings

The General tab of RentalOS Settings includes controls for how notifications are forwarded and how customer reviews are collected. Notification Forwarding (Telegram & Discord) If you've connected Telegram or Discord in Settings → Connections, you can forward rental notifications to those channels. How It Works The Notification Forwarding card appears on the General tab when at least one messaging service is connected. For each connected service: - Telegram — Toggle ON to forward rental events (new bookings, status changes, payments) to your Telegram chat/group - Discord — Toggle ON to forward rental events to your Discord channel via webhook Each toggle controls forwarding specifically for the rental module. The same forwarding controls appear on ClubOS, AuctionOS, and TurboRank SEO settings pages for their respective notifications. Requirements - The messaging service must be connected in Settings → Connections (Telegram needs a chat ID, Discord needs a webhook URL) - The service must be globally enabled — if a service shows "Paused" badge, it's disabled globally and the module toggle won't work Click Manage Connections at the bottom of the card to configure your Telegram or Discord integration. Auto-Send Review Request via SMS When enabled, the system automatically sends renters an SMS with a link to leave a review when their rental is completed. How to Enable 1. Go to Settings → Rentals → General 2. Scroll to the Customer Reviews card 3. Toggle Auto-Send Review Request via SMS to ON Important Details - The SMS is sent automatically when a rental's status changes to Completed - Reviews appear on your showroom and marketplace listing - If your garage is enrolled in Pocket Drives, this setting is locked ON — it's required for the Pocket Drives program and cannot be disabled - Reviews can be viewed and managed in the Reviews panel on the Rental List page Quick Links on the General Tab The General tab also provides shortcut cards to related settings: - Turo — Click to open Turo connection settings for CSV imports and calendar sync - Mercury — Click to open Mercury Banking connection for payouts Frequently Asked Questions Can I customize the review SMS message? The review request SMS uses a standard template with a link to your showroom's review page. The message cannot be customized at this time. Do notifications forward for all rental events? When the rental module toggle is ON for Telegram or Discord, notifications for new bookings, status changes, and payments are forwarded. The exact events depend on the messaging service configuration. Can I forward notifications to both Telegram and Discord simultaneously? Yes. If both services are connected and enabled, you can toggle them both ON independently.

Last updated on Jul 08, 2026

Pocket Drives Delivery Settings

Pocket Drives is PocketOS's marketplace delivery service. When enabled, your vehicles become available for renters to book through the Pocket Drives app, with delivery to airports, sports venues, and custom locations. You keep 93.1% of every rental. How to Access 1. Go to Settings → Rentals → Pocket Drives Enabling Pocket Drives Toggle the Pocket Drives Status switch to enable or disable the service. When enabled, your vehicles become visible to renters on the marketplace. When disabled, your vehicles are hidden from the marketplace but existing bookings are not affected. How Pocket Drives Works 1. List Your Vehicles — Add vehicles with photos, pricing, and availability to your PocketOS fleet 2. Get Bookings — Renters discover and book your vehicles through the Pocket Drives app 3. Get Paid — You receive 93.1% of rental earnings (after 2.9% credit card fee + 4% platform fee) Commission Structure | Fee | Rate | Description | | --- | --- | --- | | Credit Card Fee | 2.9% | Standard Stripe processing fee | | Platform Fee | 4% | Pocket Drives marketplace fee | | Your Earnings | 93.1% | What you keep from every rental | Default Rental Agreement Select which rental agreement template is automatically attached to all Pocket Drives bookings. Only agreements of type "rental" appear in this dropdown. If no agreements exist yet, you'll see a warning with a link to create one in Settings → Agreement Templates. Delivery Settings Configure how far you're willing to deliver and what you charge: Default Delivery Address Your home base for deliveries — typically your garage or main lot. This is the same as your porter address. Start typing and select from Google Places autocomplete. Free Delivery Radius Deliveries within this distance from your default address are free for the renter. Default: 25 miles. Fee Per Mile (Beyond Radius) For deliveries beyond the free radius, this per-mile fee is charged. Default: $2.00/mile. Example: If your free radius is 25 miles and a renter is 40 miles away, they'd be charged 15 miles × $2 = $30 delivery fee. Maximum Delivery Distance The farthest you're willing to deliver. Renters beyond this distance cannot book delivery. Default: 100 miles. Important: After changing delivery settings, click Save Delivery Settings — these fields do NOT auto-save. Airport Delivery Fees Set flat one-way delivery fees for specific airports. Airport fees replace the per-mile fee when a renter selects that airport as their pickup or dropoff location. How Airport Fees Work - Each fee is one-way — if a renter books pickup at one airport and dropoff at another, both airport fees apply - Airport fees override the per-mile calculation for that location - You can enable/disable individual airports without removing them Adding an Airport 1. Type in the airport search field (search by name, city, or IATA code) 2. Select the airport from the dropdown results 3. In the modal, set the delivery fee amount 4. The airport appears in your fee table Airport types are labeled: Commercial (large), Regional (medium), Private/Small, Heliport, and Seaplane. Managing Airport Fees For each airport in your table: - Edit the fee — click the fee amount and change it (saves on blur) - Enable/Disable — toggle the status switch - Remove — click the trash icon to delete Venue Delivery Fees (Stadiums, Arenas & Golf Courses) Set flat one-way delivery fees for professional sports venues. Like airport fees, venue fees replace the per-mile fee when a renter selects that venue. Supported Venue Types Stadiums, arenas, golf courses, fields, ballparks, and raceways across all major leagues: NFL, NBA, NHL, MLS, MLB, NCAA Football, NCAA Basketball, PGA, LPGA, Champions Tour, NASCAR, IndyCar, NWSL, and WNBA. Adding a Venue 1. Type in the venue search field (search by venue name, team name, city, or league) 2. Select the venue from the dropdown 3. Set the delivery fee in the modal Managing Venue Fees Same controls as airports: edit fee inline, toggle enabled/disabled, or remove. Automatic Verifications Pocket Drives enforces three mandatory verifications on every rental — these cannot be turned off: | Verification | What It Requires | Status | | --- | --- | --- | | Identity Verification | Renters must verify their identity with a valid driver's license via Stripe Identity | Always On | | Insurance Verification | Renters must provide proof of active auto insurance coverage via Axle | Always On | | Payment Hold | A security deposit is held on the renter's card for the duration of the rental | Always On | Insurance Requirements (Bonzah) If Bonzah Insurance is enabled for your organization, per-vehicle coverage requirements can be configured on each vehicle's detail page. Available coverages: - CDW — Collision Damage Waiver (covers damage to the rental vehicle up to $35,000) - RCLI — Renter's Contingent Liability (covers third-party bodily injury and property damage) - SLI — Supplemental Liability (excess coverage on top of RCLI) - PAI — Personal Accident Insurance (covers life, medical expenses, and personal effects) If Bonzah is not yet enabled, click Enable Bonzah in Insurance Settings to configure it on the Insurance tab. Frequently Asked Questions Do airport/venue fees apply in both directions? Each fee is one-way. If a renter picks up at an airport ($75 fee) and returns at a different airport ($50 fee), both fees apply ($125 total delivery fees). What if a renter is within my free radius but picks an airport? The airport flat fee overrides the per-mile calculation. Even if the airport is 5 miles away (within your free radius), the airport's flat fee applies. Can I disable Pocket Drives temporarily? Yes. Toggle the status switch to Disabled. Your vehicles will be hidden from the marketplace. Toggle it back on when you're ready. Existing bookings are not affected. Why can't I turn off the verification requirements? Pocket Drives enforces identity, insurance, and payment hold verifications on every rental to protect operators. This is a platform-level requirement and cannot be overridden.

Last updated on Jul 08, 2026

Sending Manager Payouts

Rental managers earn commissions on your organization's top-line rental revenue. Use the payout feature to send commission payments to your managers. How to Send a Manager Payout 1. Go to Settings → Rentals → Managers 2. Click the green Send Manager Payout button in the top-right corner 3. In the payout modal, review the manager's earned commissions 4. Confirm the payment amount 5. Click Send How Manager Commissions Work Each manager has a commission rate (displayed as a percentage in the manager table). This rate is applied to your organization's top-line rental revenue to calculate their commission. For example, if a manager has a 10% commission rate and your rentals generated $50,000 in revenue this month, their commission would be $5,000. Changing a Manager's Commission Rate To update a manager's commission rate, you need to remove them and re-add them with the new rate. This ensures the rate change is tracked and applied going forward. Mercury Banking Integration If you've connected Mercury Banking, manager payouts can be sent directly as bank transfers. Without Mercury, record payments manually for tracking purposes. Tracking Commission History For detailed commission tracking beyond the settings page: - Reports → Commissions — Full admin view of all recorded commissions and payments across the organization - Reports → My Commissions — Individual managers can view their personal performance, earnings, and payment history Frequently Asked Questions What's the difference between Manager Payouts and Commission Payments? Manager Payouts (here in Settings) are quick payouts. The Commission Report (Reports → Commissions) provides a more detailed system where you can record individual commissions per rental, track what's been paid vs. outstanding, and create formal commission payments. Can a person be both a manager and a porter? Yes. A team member can be added to both the Porters and Managers lists. They'll earn the porter rate for deliveries and the commission rate on rental revenue independently.

Last updated on Jul 08, 2026

Sending Porter Payouts

After your porters complete vehicle deliveries and pickups, you need to compensate them. PocketOS provides a payout system built into the Porter settings. How to Send a Payout 1. Go to Settings → Rentals → Porters 2. Click the green Send Porter Payout button in the top-right corner 3. In the payout modal, review the porter's completed jobs and earnings 4. Confirm the payout amount 5. Click Send How Payout Amounts Are Calculated Each time a porter is assigned to a rental delivery or pickup, the Default Porter Rate (set on the General tab) is applied. For example, if your default rate is $50, and a porter completed 10 jobs, their earnings would be $500 before expenses. The payout modal summarizes: - Total jobs completed in the payout period - Total earnings based on the per-job rate - Expenses submitted by the porter (fuel, tolls, parking) Mercury Banking Integration If you've connected Mercury Banking in Settings → Connections → Mercury, payouts can be sent directly to the porter's bank account as an ACH transfer. Without Mercury, you'll need to send payments outside of PocketOS (Zelle, Venmo, check) and record them here for tracking. Tracking Payout History All porter payouts are recorded in the system. Both you and your porters can view payout history: - Admin view: Payout records are visible in Settings → Porters and in Reports → Owner Payouts - Porter view: Porters see their earnings and payout history in the Porter Dashboard (Reports → My Porter → Expenses tab) Best Practices - Send payouts on a regular schedule (weekly or bi-weekly) so porters know when to expect payment - Review porter expenses before each payout — they may have logged fuel, tolls, or parking costs that should be reimbursed - Use the Porter Dashboard to verify job completion before processing payouts Frequently Asked Questions Can I override the porter rate on individual jobs? The default rate applies to all new assignments, but you can adjust compensation on a per-rental basis when assigning the porter. What if a porter disputes a payout amount? Review the job history on the Porter Dashboard. Each job has timestamps for claimed, checked-in, and completed, so you can verify the work was done.

Last updated on Jul 08, 2026