RRS Onboarding Intake Form

Business & Contact Information

Tell us who we should work with and the core information we should use to configure your account.

First Name

Last Name

Email Address

Phone Number

Role / Title

Are you authorized to make onboarding decisions?

Final Decision Maker Name

Final Decision Maker Email

Final Decision Maker Phone

Business Details

Business Name

Legal Business Name if different

Business Address

Customer-Facing Phone

Customer-Facing Email

Business Hours

Do your hours change seasonally?

Seasonal Hours Details

Briefly describe your business and what makes you different

Business Tagline / Slogan

Google Business Profile Link

What areas do you serve?

Launch, Domain & Access

These details help us prepare your account, domain, and launch timeline without unnecessary back-and-forth.

Main Goal for Launch

Other Launch Goal

Ideal Launch Date

Hard Deadline / Event / Busy Season?

Deadline / Launch Timing Details

Domain & Email

Do you already own a domain?

Domain Name

Where is the domain hosted?

Do you have access to the domain account?

Preferred Domain Options

Would you like help with domain setup?

Do you need us to purchase a domain?

Do you need business email addresses created?

Requested Business Email Address(es)

Systems We May Need Access To

Who can provide access quickly? — Name

Email

Phone

How did you hear about us?

Payments, Taxes, Deposits & Fees

Provide what you know today. If you're unsure, select “Not sure” and our team can follow up.

Do you charge rental tax, sales tax, or another tax?

Tax Setup Details

Do you collect security deposits?

Security Deposit Amount & Timing

Additional Fees

Fee Amounts & When They Apply

Rental Inventory & Rental Types

This is the core information we need to configure your rental inventory and booking rules.

What do you rent?

How will you provide your rental inventory?

Rental Inventory Google / Drive Link

Inventory Details / Notes

Rental Types

Track individual units separately?

Unit Tracking Details

Minimum rental duration?

Minimum Rental Details

Buffer time between bookings?

Buffer Time Details

Pickup, Delivery & Booking Rules

These settings determine how customers reserve, receive, and return rental units.

Pickup / Delivery Options

Other Pickup / Delivery Option

Pickup / Drop-Off Address if different from business address

Pickup / Drop-Off Hours

Do you offer delivery?

Delivery Area & Fees

Do you have blackout dates or seasonal booking rules?

Blackout Dates / Seasonal Rules

Booking Workflow

Checkout Add-ons / Upsells

Policies, Waivers & Customer Requirements

If you already have these documents, provide a Google Drive or Google Doc link so our team can use the current version.

Do customers sign a waiver or rental agreement?

Waiver / Rental Agreement Google Link

Do customers need any other forms before renting?

Forms Google Drive / Google Link

What forms are required?

Customer Requirements

Age, License, Insurance, Safety or Other Requirements

Policies

Do you already have policy documents?

Policy Google Drive / Google Link(s)

Cancellation / Refund Policy Details

Damage / Security Deposit Policy Details

Team, Automations & Training

Tell us who should receive notifications, who needs access, and what your team needs help learning.

Who should receive customer notifications?

Which team members need platform access?

Do you need a business phone number or email connected to automations?

Email customers should receive messages from

Phone Number

Do you already have message templates?

Message Template Google Drive / Google Link

Automations Requested at Launch

Launch Readiness

What is not ready yet?

Training

Who needs training?

Who will respond to customers after launch? — Name

Email

Phone

What would make this onboarding successful for you?

Anything else we should know?

Review & Submit

Please review your responses. You can go back to make changes before submitting.

Submitting this form confirms that the information provided is accurate to the best of your knowledge and may be used by the VB360 onboarding team to configure your account.

Electronic Signature — First Name

Last Name

Email Address

I confirm the information submitted is accurate and that I am authorized to provide onboarding information for this business.

Learn More About Rides Rental Software

Onboarding Intake Form

Business & Contact Information

Launch, Domain & Access

Payments, Taxes, Deposits & Fees

Rental Inventory & Rental Types

Pickup, Delivery & Booking Rules

Policies, Waivers & Customer Requirements

Team, Automations & Training

Review & Submit

Thank you!

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