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Patient Copilot Help Center

How To Enable Rentals in Public Beta

What’s New in Rentals Rentals is built to handle the unique complexities of rental-based scheduling. Here’s what’s Rentals can do: - #### Multi-Day Booking Support: Book assets across multiple hours, days, weeks, or months, with flexible duration and booking controls. - #### Listings and Categories: (Help Guide) Create listings for your rentals with detailed information, organized categories, and status management. - #### Inventory & Variants: (Help Guide) Enable quantity tracking for multiple units and define variants for different versions of the same listing. - #### Advanced Pricing & Discounts: (Help Guide) Use pricing rules for seasons, days of the week, hour of day, durations, or quantities. Automatically apply discounts for long-term or bulk bookings. - #### Calendar View: (Help Guide) View all bookings visually using a modern, filterable calendar that supports day, week, and month views. Identify overlaps, blocked slots, and real-time availability. - #### External Calendar Sync: Connect and sync bookings with third party platforms using Calendar Sync to ensure your availability is consistent across platforms. - #### Centralized Global Settings: (Help Guide) Control business operating hours, booking defaults, payment preferences, and communication templates from one location. - #### Built-in Payments and Invoicing: Collect payments directly from the booking flow and generate invoices automatically for each confirmed booking. Setup security deposits per your business needs. - #### Customer Booking Page: Offer customers a streamlined booking experience with a dedicated public-facing booking page that displays your listings, categories, pricing and availability in real-time. * * * ## How to Enable Rentals for a Single Sub-Account**?** You can enable Rentals for sub-accounts directly from Agency Settings. Follow these steps to activate Rentals in a single sub-account! #### Step 1: Navigate to Sub-Accounts - From the Agency dashboard, select the Sub-Accounts tab on the left-side navigation bar!(https://assets.patientcopilot.ai/62181bfe66083495.jpg) #### Step 2: Go to Manage Client - Use the search bar or scroll to locate the sub-account where you would like to activate Rentals