Tab Descriptions

Dashboard Tab

The Dashboard is the first tab you'll see each time you log into your Rerun account, whether trial or live. The Dashboard tab is designed to give you an overview of the business in Rerun. Streams The top most section of the dashboard covers your different streams. It is split...

Payments Tab

Going to the "Payments" tab will disclose all of your current Payment Streams and your recent Payment History. You can view the details of each Payment Stream by clicking the more actions icon (3 vertical dots) at the right of each specific Payment Stream and then clicking on Details. You...

Customer Tab

The entire customer list will be displayed on the left-hand edge of the window. Click once to highlight a customer in this list, and that customer's information will be displayed in the center of the Customer window when the Contact Information tab is selected. Click the (edit) button next to...

Email Tab

There are two sections in the Email tab - Compose Email and Automation. You can use the Compose section to create and send new emails and/or save email templates. The Automation tab allows you to schedule emails based on different trigger events. Compose Email Under the Compose Email section you...

Activity Tab

Clicking on the Activity tab will allow you to view all available reporting for your Rerun account. You can customize your report based on your business needs by adding columns, print the report directly from Rerun, or you can export your reports to Microsoft® Excel for further editing or analyzing....

Checkout Tab

The Rerun Checkout tab contains information related to the Rerun Checkout feature which allows you to create a hosted web page that you can link to from your website. Your customers will then be able to sign up for Streams or make One-Time Payments for your services. In the initial...

Settings Tab

In the Settings tab, you'll see the following sub tabs: My Account General Items List Payment Credentials Sync Taxes Slack My Account Here you can enter and update your personal and company information. Your sub domain is the first part of the web address for your Rerun account: http://[YourCompanyName].rerunapp.com You...

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