The setup steps

The Get set up card on your Today screen: what each step does, what you can skip, and how it knows when you are finished.

Your portal is created for you. There is no public sign-up on the KeyProof website: somebody at KeyProof sets your firm up and puts your email address on it, so the first time you open the portal your firm already exists and you are already its owner.

The Get set up card

While you are new, a card headed "Get set up" leads your Today screen and steps aside once you confirm the firm is set up. An owner sees eight steps, or nine where the firm pays its subscription by card, because adding that card gets its own step. The card says how many are still to go, and Hide folds it away if you want the screen to yourself. Staff see one step, because the rest are owner-only settings, and a staff login is never held short of finished by a step it cannot reach.

Each step finishes where it stands. Tap Do it here and the real control opens inside the step: the same agreement editor, the same Stripe connection, the same team card that Settings uses. Nothing sends you off to another tab to go and find it.

The steps

1. Add your cars. The cars you hire out, so each one is a single tap on every booking. Registrations on their own are enough to start with. See Adding cars, rates and compliance.
2. Set your hire agreement. The wording hirers read and sign at check-in. It is yours, not KeyProof's. See Your hire agreement and eligibility rules.
3. Connect Stripe for deposits. Card holds run on your own Stripe account and settle to your own bank. Only you can do this, because Stripe verifies your business, so nobody at KeyProof can do it for you. See Deposits and card holds.
4. Add your logo. It goes on the hirer's check-in link and on the printed hire record, so what your customer opens looks like it came from you.
5. Invite your team. Give staff their own login so handovers are not done from your phone. See Team access, branding and the blocklist.
6. Set your hire rules. Your insurer's limits, written down once, so they turn into a confirm-at-handover checklist on every booking.
7. Add your card, only if your firm pays its subscription by card and has no free period running. In the private beta there is no platform fee until Monday 4 January 2027, and nothing is charged when you save it: the card is asked for before launch day, when the first payment is taken. The step appears here, ahead of your first booking, because a card-billed firm whose free period has ended has that booking refused until a card is on file. Firms billed another way never see this step.
8. Confirm your business declaration. Four statements about your business: that you act for it and are authorised to make the statements, that any payment account connected to KeyProof belongs to the business, that every vehicle it hires out through KeyProof is insured on a self-drive hire policy, and that it holds any licence or permission its hire operation needs. An owner types their full name and taps Confirm the declaration. KeyProof opens check-in links once an owner has confirmed it and a KeyProof founder has checked the business with you, so it sits ahead of your first booking.
9. Raise your first booking. Create a hire and send the hirer their check-in link. This is the whole product in one go. See Create a booking.

While there is setup left, the card also carries one line about where your firm stands on billing, when there is something to say, so nothing arrives as a surprise.

Skipping what you do not need

Every step can be skipped except adding cars, the business declaration, the first booking, and (where it appears) adding your card. Without cars and a first booking there is nothing for KeyProof to do, the declaration is a condition of KeyProof sending hirer links for a real firm, and the card step only ever appears for a firm whose booking would be refused without one. A firm that takes deposits its own way, has no logo, or runs single-handed skips the rest with We do not need this inside the step, and Undo skip brings a step back whenever you change your mind. A skipped step is reported as skipped, never as done.

How it knows a step is finished

None of this is a tick you set. Each step reads the real thing: a car exists on your fleet, your agreement wording is not empty, Stripe reads connected, a logo is stored, a staff login exists, one of your hire rules is filled in, a card is on file, the declaration is confirmed, a booking exists. Remove the thing and the step opens again, which is why the card never drifts out of step with your account.

Only two things are stored, because neither can be read off anything else: which steps you skipped, and the moment you said you were ready. Both sit against your firm rather than your device, so closing the app, coming back tomorrow, or picking it up on a different phone all resume where you left off.

Finishing

When nothing is outstanding the card does not quietly empty out. It says "Ready when you are" and offers "We're ready", which only an owner sees. Once an owner confirms, the card leaves Today entirely: no strip is left behind. To bring it back, an owner opens Settings, Support, and taps Reopen under Setup guide. Nothing you have already set up changes.

The card itself blocks nothing. Hide it and use the portal in full while steps are outstanding: it is a walkthrough, not a gate. Two of its steps do mirror rules elsewhere, though. A new booking is refused until the business declaration is confirmed and KeyProof has finished checking the business, until a hire agreement is on file, and, for a card-billed firm that has no free period running, until a card is saved. The New hire form says so up front rather than after you have filled it in.