Getting Started with Coastr

The 'Getting Started with Coastr' guide walks you through the process of setting up the Coastr application so you can start using the system straight away. 

The topics discussed in this guide are kept short and simple wherever possible so you can begin using the system with ease as the objective is to help you familiarise yourself with the important features and settings at your convenience. 

Although the Coastr system contains numerous innovative features, the following are the minimum requirements to get yourself up and running with the system. If you have any issues or questions, please email support@coastr.com and we will be happy to help. 

  1. Settings
    1. Organisation - Check if all details are correct, if not, then update and click on the Save button to save changes 
    2. Rental Agreement - How to create a custom Rental Agreement - https://help.coastr.com/knowledge/how-to-create-a-custom-rental-agreement
  2. Fleet 
    1. How to add a new vehicle to the Fleet Inventory - https://help.coastr.com/knowledge/how-to-add-vehicles 
    2. Vehicle Checklist - https://help.coastr.com/knowledge/how-to-create-a-custom-general-and-accessories-vehicle-checklist 
  3. Pricing  
    1. How to create a new Vehicle Group and add Pricing - https://help.coastr.com/knowledge/how-to-create-a-vehicle-group
  4. Customers 
    1. How to create a new Individual Customer - https://help.coastr.com/knowledge/adding-a-new-customer
  5. Bookings 
    1. How to create a new booking - https://help.coastr.com/knowledge/how-to-create-a-new-booking
  6. Using the Coastr for Partners mobile app 
    1. Download the app on your phone/tablet - 
      1. iOS: https://apps.apple.com/gb/app/coastr-for-partners/id1537665824 
      2. Android: https://play.google.com/store/apps/details?id=com.coastr.partner 
    2. Login - Use the same login credentials 
    3. How to do a vehicle check-out and start a booking - https://help.coastr.com/knowledge/how-to-start-a-booking-with-mobile-app 
    4. How to do a vehicle check-in and close a booking - https://help.coastr.com/knowledge/how-to-close-a-booking-from-the-mobile-app