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Team & account

Team chat and calls, roles and permissions — and keeping your account's data clean.

8 videos · 22 minutes

The big picture

Connect

Your team's own chat, built into Rentibly: channels and threads, a private channel set up from scratch, formatting, mentions, booking cards, files and voice notes, forwarding, reactions, pins, scheduled messages, your status — and calls. Shown live on a real Rentibly workspace.

2:44

Overview

Team & Permissions

Your people and what they can do: users, adding someone, building a role with exactly the access it needs, teams, working-hour shifts, job titles and dashboards. Shown live on a real Rentibly workspace.

Step by step

How-to: Data & Reports

6 films · 12 min · Playlist on YouTube

2:08

How-to · Part 1

Importing your data

Bring a spreadsheet of contacts into Rentibly, export your data, and answer a guest's request for their personal data. Shown live on a real Rentibly workspace.

1:57

How-to · Part 2

Duplicates and merging

Find guests who are in Rentibly twice, merge them into one record, and undo a merge if you need to. Shown live on a real Rentibly workspace.

2:13

How-to · Part 3

Reference lists

Sources, tags and lost reasons: the lists behind your reports — and how to add your own. Shown live on a real Rentibly workspace.

2:02

How-to · Part 4

Company profile and branding

Your company details, time zone and formats, business hours, signature and stamp — and the logos on everything you send. Shown live on a real Rentibly workspace.

1:37

How-to · Part 5

Activity log and recycle bin

See who changed what, field by field — and bring back a record that was deleted by mistake. Shown live on a real Rentibly workspace.

1:54

How-to · Part 6

API keys and connected apps

Give your own software safe access to your Rentibly data with an API key — plus webhooks and Zapier. Shown live on a real Rentibly workspace.

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