For Rental Companies
Getting Started with Smooth CC Auth
How equipment rental companies can save 20 minutes per authorization with Rentalyst's modern credit card authorization system.
Smooth CC Auth digitizes credit card authorization collection for equipment rental companies. The system eliminates manual data entry, scanning, and filing while providing secure storage and instant retrieval.
Time Savings
Most rental teams spend 15-20 minutes per authorization on manual tasks: issuing paper forms, receiving scans or faxes, manually entering card details, filing PDFs, and locating past authorizations across email threads and folders. Smooth CC Auth consolidates these steps into a single digital workflow, reducing processing time to under 5 minutes.
How to Send an Authorization Request
1. Access your admin dashboard and navigate to Credit Card Authorizations 2. Click "New Authorization" and enter the customer's email and order details 3. Set the security deposit amount (or use your default) 4. Send the link via the automated email or copy it to send via text
The system generates a unique, secure link for each customer.
Customer Experience
When customers receive the link, they complete the form on any device:
- Photo capture: Front and back of card using their phone camera
- Automatic reading: OCR extracts card details from photos
- Manual verification: Customer confirms or corrects extracted data
- Electronic signature: Sign directly on screen
- Instant submission: Receives confirmation email immediately
Average completion time: 3-5 minutes.
What You Receive
Each submission includes:
- High-resolution images of both card sides
- Extracted card details (number, expiration, CVV)
- Cardholder name and billing address
- Electronic signature with timestamp
- IP address and submission metadata
- Downloadable PDF for your records
All data appears in your admin dashboard immediately upon submission.
Setup and Configuration
Initial Setup: 1. Add your company logo and branding colors 2. Set default security deposit amounts 3. Configure email templates 4. Enable test mode for staff training
Daily Use: 1. Generate authorization link from order details 2. Send to customer via email or text 3. Receive notification when submitted 4. Review submission in dashboard 5. Download PDF if needed for physical files
Integration with Existing Systems
Smooth CC Auth works alongside your current inventory management system. You can:
- Generate authorization links from within your existing order workflow
- Store references to authorizations in your system
- Export authorization data for accounting purposes
- Maintain your current file organization structure
The system does not replace your inventory or order management tools - it handles only the credit card authorization process.
Security Features
Your credit card data is protected with multiple layers of security:
- Encryption: All card data is encrypted both when transmitted over the internet and when stored
- Secure Storage: Card images are kept in isolated cloud storage with strict access controls
- Limited Access: Only authenticated rental company administrators can view your authorization
- Audit Trails: All access to sensitive data is logged for security monitoring
- Industry Standards: The system follows payment card industry security best practices
Training Your Team
Use test mode to familiarize staff with the system:
1. Enable test mode in settings 2. Generate sample authorization links 3. Complete test submissions using demo card numbers 4. Review submissions in the dashboard 5. Practice PDF downloads and record retrieval
Test submissions are clearly marked and can be deleted at any time.