What is the organization context?
The organization context connects equipment, clients, bookings, team, plan, and settings for the active rental house or production house.
Open operationsHelp / FAQ
Rental OS Help
A short guide to the core Rental OS flow: organization, equipment, clients, bookings, availability, handover, and plan access.
Start
These terms set the context for working in Setvio.
What is Rental OS?
Rental OS is the operational part of Setvio for rental teams: inventory, clients, bookings, availability, and handover.
Rental OSHow is Rental OS different from Production OS?
Rental OS handles equipment, clients, bookings, availability, and handover. Production OS handles projects, roles, crew, and project requests.
How it worksBooking vs project request
A project request is demand coming from a project. A booking is the real rental record with client, dates, gear, and operational statuses.
BookingsRental basics
The minimum needed for the first self-serve flow: equipment, client, booking, and availability review.
How do I add equipment?
Add an item manually in Equipment or start with import. Name, category, and day price are enough for the first booking.
EquipmentHow do I import equipment?
Download the CSV template, upload your file, check mapping and validation, then import valid rows.
Import equipmentHow do I add a client?
Go to Clients and add a contact. You can also quick-add a client while creating a booking.
ClientsHow do I create a booking?
In Bookings, choose the client, dates, and equipment. The booking starts as pending, and availability blocks only after confirm.
Create bookingBooking statuses
The status tells you where a booking is in the flow and whether availability is already blocked.
oczekujeThe booking exists but is not confirmed yet. Availability is not reserved.
potwierdzonaThe booking was confirmed. Availability is reserved for the booking dates.
do-przygotowaniaThe booking is confirmed and waiting for set preparation.
gotowe-do-odbioruThe set is prepared and can be checked out to the client.
wydaneGear was checked out to the client and is outside the warehouse.
czesciowo-zwroconeSome gear has returned or needs review. Check the checklist and item issues.
zwroconeGear has returned and the booking is operationally closed.
anulowaneThe booking was canceled. Linked availability blocks should be released.
problemThe flow needs manual review, usually because of a conflict, missing item, damage, or incomplete return.
Availability
Availability is blocked only by a concrete block source, not by merely adding gear to a draft.
When is gear only in a booking?
After booking creation, gear exists only in booking_items. That shows the planned reservation, but it does not block availability by itself.
BookingsWhen is availability reserved?
Availability is reserved after booking confirmation. Confirm creates booking-linked availability blocks for the booking dates.
AvailabilityWhat is preflight?
Preflight checks dates, items, and conflicts. It is a safety check before confirm, not an equipment reservation.
BookingsWhat should I do with a conflict?
Check preflight, review the colliding bookings or manual blocks, then decide: change dates, swap gear, or do not confirm the booking.
AvailabilityHandover
Handover guides warehouse work from set preparation through return and issue review.
Prepare
Prepare builds a checklist from internal booking_items and marks the set as needing preparation.
Ready
Ready means the set is ready for pickup. It is an operational step and does not change availability blocks.
Checkout
Checkout marks gear as issued to the client. Availability blocks still come from the confirmed booking.
Return
Return records the return, condition, missing items, and damage. After review, the booking can move to history.
Damaged / missing
Record damaged/missing on items in checklist view. The issue remains for manual review before the flow is closed.
BookingsPlans / access
Plan and role decide which operational actions are enabled.
Free / Beta
Free/Beta can limit equipment, members, or operations. Locked states show the scope of the active package.
PricingPro
Pro unlocks a broader Rental OS and organization operations scope. Check pricing or the organization plan page for details.
PlanStaff / member limitations
Staff can handle some operations, but confirm/cancel and plan changes may require owner/admin. Member usually has view or limited access.
PlanAsk owner/admin
If you see a lock, ask an owner or admin to change the plan, change your role, or perform the action for you.
Contact supportTrust / beta
The beta is ready for controlled use, while some operations still require owner or support involvement.
How does Setvio handle data?
We explain which data can enter an organization in Setvio, how to contact us about data, and what not to put into staging/demo without consent.
PrivacyWhat are the usage terms?
Terms explain early access, responsibility for data entered into the system, beta availability, and how to contact us about issues.
TermsWhat are the beta limits?
Review what remains manual or incomplete in beta: billing, mobile web, PDF/protocols, barcode, and discovery surfaces.
Beta limitsContact
When the flow is unclear or you need a plan change, contact is the quickest path.
How do I contact support?
Use the Contact page. For plan questions include plan context, and for bookings include the booking reference.
Contact support