Subscription Tier: Starter, Pro
The onboarding wizard walks you through the essential first-time setup for your Apex Rental Pro account. It appears automatically when you first log in as an admin and guides you through four steps: setting up your business profile, adding team members, loading your inventory, and getting started with quotes and layouts.
The wizard is shown automatically the first time an admin logs in after their account is created. It appears as a full-screen overlay on top of the main application. You can skip the wizard and return to it later, but completing it ensures your account is properly configured from the start.
Set up the core identity for your business. This information appears on PDFs (quotes, invoices, contracts), emails, and the customer-facing contract signing page.
Drag and drop an image file onto the logo upload area, or click to browse your files. Supported formats are PNG, JPG, and WebP (max 2 MB). A preview of your logo is shown immediately after uploading.
Your logo appears on generated PDFs and in emails sent from the platform.
The right side of the screen shows a live preview of how your business information will look on documents, along with a summary of your account (billing plan, number of users, inventory count, and email status).
Click Next to save your business profile and continue.
Set up your team members and verify your email configuration.
You can add as many team members as you need. The wizard shows a running count as you add them. If you want to manage permissions or see the full user list, click Full Users Panel to open the complete employee management screen.
The right card shows your current email status. To configure email:
A green dot means your email is verified and working. A red dot means it hasn't been tested yet.
Email configuration is optional during onboarding — you can set it up later in Settings. Email features require a Pro plan or active trial.
Click Next to continue, or Back to return to Step 1.
Load your initial inventory so the system can start tracking equipment availability.
Click Load Starter Items to import a pre-built template of approximately 25 common tent and event rental items (tents, tables, chairs, linens, etc.). This gives you a starting point that you can customize later. Items that already exist in your inventory are skipped — no duplicates are created.
If you'd rather add items one at a time:
The wizard shows a running count of items added. Click Full Inventory to open the complete inventory management screen if you want more control.
Click Next to continue, or Back to return to Step 2.
The final step gives you quick shortcuts to start using the platform:
Click Finish setup to complete the wizard and enter the main application.
If you skip the wizard or want to change settings later, all of the same configuration is available through the normal application:
The onboarding wizard is a convenience for first-time setup — everything it configures can be adjusted at any time from the main application.