If your business manages rentals across multiple locations, copying the same listings and categories over and over can take up valuable time. This CRM feature lets you reuse your rental setup in another account or location, so you can stay consistent, save time, and get new locations ready faster.

📌 Why This Matters

When your rental information is already organized the way you want it, recreating it manually for every new location can slow things down and lead to mistakes. With the ability to copy rental listings and categories into another location, you can keep your setup consistent, reduce repetitive work, and make it easier for your team to stay on the same page.

✨ What’s New

• Rental Listings: Copy existing rental listings into another location without rebuilding each one manually.
• Rental Categories: Bring over your category structure too, so listings stay organized and easy to manage.
• Flexible Selection: Choose listings, categories, or both depending on what the new location needs.

🛠️ How to Use It

1. Step 1: Go to your account snapshot area inside the CRM.
2. Step 2: Create a snapshot from the location that already has your rental setup.
3. Step 3: Select Rental Listings and/or Rental Categories to include.
4. Step 4: Save the snapshot.
5. Step 5: Load that snapshot into another location where you want the same rental setup applied.

💡 Pro Tip

If you open new locations or add seasonal rental inventory often, saving a ready-to-use rental setup can help you start selling sooner and avoid delays that cost bookings.