Skip to main content

Creating a Product

Adding a new product to EquipDash takes just a few minutes using the product creation wizard. The wizard is a slide-out panel that walks you through three steps: Product Details, Product Pricing, and Additional Information.

Creating a new rental product

Opening the Product Wizard​

  1. Go to Rentals > Products in the left sidebar.
  2. Click the Add Product button in the top-right corner.
  3. The Add new product panel will slide out from the right side of the screen.

The Products table with the Add Product button highlighted.

At the top of the wizard you will see a progress indicator showing the three steps: 1 Product Details > 2 Product Pricing > 3 Additional Information. A Save draft button is available in the top-right corner of the panel at any time, allowing you to save an incomplete product and come back to it later.

Step 1: Product Details​

The first step captures the core information about your product.

  1. Enter a Product name (required) -- for example, "Stand-Up Paddleboard".

  2. Optionally upload one or more Product image(s) by clicking the + button in the image upload area. You can upload up to 5 images. Accepted formats: jpg, jpeg, png, bmp, gif, svg, or webp. Maximum file size is 500 kB per image. Recommended dimensions are 500px x 500px.

  3. Optionally enter a SKU / unique identifier for internal reference.

  4. Optionally select a Category from the searchable dropdown. If you have not created categories yet, you can skip this and assign one later.

  5. Click Next to proceed to Step 2, or click Cancel to close the wizard without saving.

Step 1: Product Details showing name, image upload, SKU, and category fields.

tip

At the bottom of each step you will see a link: "Need help understanding products? Read our Product guide". Click it to open this documentation in a new tab.

Step 2: Product Pricing​

This step is where you define how much your product costs to rent. Pricing has two settings: when prices apply (year-round or seasonal) and how prices are calculated (flat or schedule-based).

Price applies​

  1. Choose when your pricing applies using the Applies toggle buttons:
    • Year Round (default) -- One set of prices applies all year.
    • Seasonal -- Different prices for different seasons (e.g., higher rates in summer). Requires seasons to be configured in Settings > Seasons first.

Price structure​

  1. Choose the Price structure using the toggle buttons:
    • Flat / Unit Based (default) -- A single price per time unit. For example, $10/hour or $50/day.
    • Schedule Based -- Custom prices for different durations. For example, $10 for 1 hour, $19 for 2 hours, $25 for 3 hours.

Flat / Unit Based pricing​

If you selected Flat / Unit Based:

  1. Enter the Price amount in the currency input field.
  2. Select the time unit from the Per unit dropdown: 15 Minutes, Half Hour, Hour, Day, or Week.

Schedule Based pricing​

If you selected Schedule Based:

  1. Select what to Charge based on from the dropdown: Hours, Days, or Weeks.
  2. Add pricing tiers -- each row has a duration and a price. Click +Add another to add more tiers.
  3. Optionally enable the Additional [unit] charge toggle to set a rate for time beyond the last tier.

After configuring your pricing, a Preview pricing link will appear. Click it to verify how your pricing calculates for different rental durations.

  1. Click Next to proceed to Step 3, or click Previous to go back to Step 1.

Step 2: Product Pricing showing pricing options.

For a deeper look at pricing options, see Product Pricing.

Step 3: Additional Information​

The final step lets you add descriptions and configure optional product settings.

Descriptions​

  1. Optionally enter a Brief description -- a short summary of up to 100 words that appears in product listings. Click the green AI Generate button to have EquipDash write one for you.
  2. Optionally write a Full description using the rich text editor. The editor supports bold, italic, underline, links, ordered lists, unordered lists, and clear formatting. Click the green AI Generate button to generate a full description automatically.

Optional settings​

The following toggles let you enable additional features for this product. Each is off by default. Toggle any of them on to configure the details:

ToggleDescription
Inventory trackingTrack physical stock -- either as a total count (group tracking) or as individually identified units (item tracking). See Inventory Units.
Buffer timeAdd padding time before and/or after each booking for cleaning, preparation, or transit.
Rental period limitsSet minimum and/or maximum rental durations for this product.
VariationsOffer different options such as sizes or colors. See Product Variations.
Require participant detailsCollect participant information (name, age, etc.) for each person included in a booking of this product.
  1. Click Add Product to create the product, or click Previous to go back to Step 2.

Step 3: Additional Information showing descriptions, toggles, and settings.

After Creating a Product​

Once created, you will be taken to the Product Detail page where you can:

  • Add inventory units (if inventory tracking is enabled)
  • Fine-tune pricing or apply a pricing template
  • Add or edit variations
  • View the product on the booking widget

The product detail page showing the product overview after creation.