The dashboard setup checklist
The checklist on your dashboard that confirms money-related settings are actually correct before a customer books.
Where to find it
Dashboard → Setup Checklist card
The setup checklist on your dashboard checks whether the settings that affect getting paid correctly are actually in place — not just whether you clicked through a page once. Each item only turns green when Renta has confirmed the real setting, not just that you visited the screen.
Where to find it
The Setup Checklist card sits near the top of your dashboard and disappears on its own once everything on it is settled.
How it works
The checklist covers six things, each with its own check behind it:
- Connect Stripe so you can get paid — confirms your payment processor is actually connected and able to charge cards
- Publish at least one rental item — confirms you have at least one item customers can actually book
- Set a price on every published item — flags any published item that's missing a price
- Decide your security-deposit policy — confirms you've either set up deposits or explicitly said you don't take them
- Finish your rental waiver — confirms your liability waiver is complete and ready to send to customers
- Publish your checkout flow — confirms customers can actually complete a booking on your site
Some items can be marked "This does not apply to my business" instead of completed — for example, if you genuinely don't take security deposits. That's recorded as a decision, not just dismissed, and Renta remembers it.
For example: if you connect Stripe but a customer report later shows Stripe stopped letting you accept charges, the "Connect Stripe" item comes back on its own — it isn't a one-time checkbox, it's re-checked against your real settings.
Good to know
- An item that can't be checked one way or the other shows as unresolved rather than being marked done by mistake — Renta would rather show you an open item than a false "all clear."
- This checklist is separate from the 7-step signup wizard — you can finish the wizard and still have open items here if your settings changed afterward.
Still stuck? Ask the chat.