# Quick Start Guide

Welcome to the Loopit Quick Start Guide. This guide outlines the essential steps to get your account up and running quickly and efficiently. Each step is designed to help you configure the platform for your business needs, ensuring a seamless experience for both you and your customers. Follow these steps to set up your operations, streamline processes, and start managing your vehicle subscriptions or rentals with ease.

## Before Setting Up Your Workspace

{% stepper %}
{% step %}

### Confirm Workspace Details

Let us know the basic details of your workspace so we can get you setup, including:

* Desired workspace name (e.g. ABC Rentals)
* Billing email address
* Preferred timezone and currency
  {% endstep %}

{% step %}

### Telematics Requirements

Let us know which telematics provider you currently work with, or alternatively order devices for your fleet via Loopit.
{% endstep %}

{% step %}

### Setup Stripe

For digital card payments, Loopit integrates directly with your own Stripe account. If you don't have an account, follow these steps to [set up your own Stripe account.](https://support.stripe.com/questions/getting-started-with-stripe-create-or-connect-an-account) 
{% endstep %}

{% step %}

### Choose Your Fleet

Download the spreadsheet template below and add your current fleet details.

{% file src="/files/rByLo23B1GQDeZ1Z3XiN" %}
{% endstep %}

{% step %}

### Create Agreement Terms

Define the terms and conditions of your service that will supplied with each booking as your customer agreement. 
{% endstep %}
{% endstepper %}

## After Setting Up Your Workspace

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{% step %}

## Upload Logo

The logo you upload will appear on invoices, customer emails, and other parts of your workspace to maintain a consistent brand experience.

:link: [Go to Profile](https://dashboard.loopit.co/latest/settings/workspace)
{% endstep %}

{% step %}

## Import Vehicles

[Add your vehicles](/assets/adding-your-fleet.md) to the platform to set up your rental or subscription offerings. By uploading a completed Excel file, the system will automatically create your entire vehicle database, saving you time and ensuring all details are organized.

:link: [Go to Fleet](https://dashboard.loopit.co/latest/assets)

{% hint style="info" %}
Bulk upload is available via the Loopit support team at <support@loopit.co>
{% endhint %}
{% endstep %}

{% step %}

## Setup Locations

[Add the locations](/settings/locations/managing-locations.md) where your vehicles will be based. These could be your dealerships, branches, or hubs. Setting up locations ensures accurate inventory management and helps customers choose the most convenient pickup or delivery options.

:link: [Go to Locations](https://dashboard.loopit.co/latest/settings/locations)
{% endstep %}

{% step %}

## Create Items

[Items ](/billing/billing-items.md)are charge or deposit categories, such as "Toll Fee" or "Cleaning Fee," that can be added as line items to invoices. By creating consistent items, you streamline invoicing, ensure accuracy across products, and simplify accounting processes.

:link: [Go to Items](https://dashboard.loopit.co/latest/settings/items)
{% endstep %}

{% step %}

## Create Packages

[Packages ](/billing/setting-up-your-packages/packages/creating-a-package.md)define the type of service you offer—rental, long-term rental, subscription, or anything in between. With Loopit, you can manage multiple services on one platform and apply them to the same fleet, offering flexibility and convenience.

:link: [Go to Packages](https://dashboard.loopit.co/latest/settings/packages)
{% endstep %}

{% step %}

## Create User Roles

Define the [roles and permissions](/settings/users/roles-and-permissions.md) for your team members. User roles help control access to specific features and data within the platform, ensuring each team member has the tools they need without unnecessary access.

:link: [Go to Roles](https://dashboard.loopit.co/latest/settings/roles)
{% endstep %}

{% step %}

## Add Users

[Invite your team members](/settings/users/inviting-and-assigning-users.md) to the platform by creating user accounts and assigning them roles. This ensures everyone has access to the system with the appropriate permissions to perform their tasks efficiently.

:link: [Go to Users](https://dashboard.loopit.co/latest/settings/users)
{% endstep %}

{% step %}

## Vehicle Categories

Organize your vehicles into [categories](/assets/categories/understanding-categories-and-subcategories.md), such as "Sedans," "SUVs," or "Electric Cars." This helps streamline the selection process for customers and ensures vehicles are properly grouped for inventory management and pricing.

:link: [Go to Categories](https://dashboard.loopit.co/latest/settings/categories)
{% endstep %}

{% step %}

## Tax Rules

Set up your [tax rules](/billing/invoices/tax-types-and-rules.md) to ensure correct tax calculations on invoices. This includes defining tax rates based on location, vehicle category, or specific items like deposits or fees. Accurate tax rules help ensure compliance and simplify your invoicing process.

:link: [Go to Tax Rules](https://dashboard.loopit.co/latest/settings/tax-rules)

:link: [Go to Tax Types](https://dashboard.loopit.co/latest/settings/tax-types)
{% endstep %}

{% step %}

## Upload Agreement

Upload your [rental or subscription agreements](/settings/contract-templates.md) to the platform. These agreements will be automatically included in the booking process, ensuring customers can review and sign the terms before finalizing their subscription or rental. This helps maintain consistency and compliance across all transactions.

:link:[ Go to Contract Templates](https://dashboard.loopit.co/latest/settings/contract-templates)
{% endstep %}

{% step %}

## Email Templates

[Create and customize email templates](/settings/email-templates.md) for common communications, such as booking confirmations, payment reminders, and subscription renewals. This ensures consistent messaging and saves time by automating routine communications with customers.

:link: [Go to Email Templates](https://dashboard.loopit.co/latest/settings/email-templates)
{% endstep %}

{% step %}

## Website Integration

[Integrate Loopit with your website](/settings/website.md) to allow customers to browse available vehicles, check pricing, and make bookings directly online. This integration streamlines the customer journey, making it easy for them to interact with your offerings and helps drive more conversions.

:link: [Go to Website](https://dashboard.loopit.co/latest/settings/website)
{% endstep %}

{% step %}

## Configure Payments

[Configure your payment gateway](/billing/payments.md) to process customer transactions securely. This includes setting up accepted payment methods, defining billing cycles, and ensuring seamless integration with your accounting system. Proper payment setup ensures smooth and reliable transactions for both you and your customers.

:link: [Go to Gateways](https://dashboard.loopit.co/latest/settings/gateways)
{% endstep %}
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