KNOWLEDGE BASE & FAQ

We're here to help!

How can I get an invoice?

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You’ll be able to request an invoice directly in your transaction once it is marked as completed or you can click on your profile picture in the top right corner and select settings, there you’ll find transactions where all the transactions marked as completed will have the option to request an invoice available.

Which invoices does Beazy provide?

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For all transactions made through Beazy, we provide 2 financial documents:

- One receipt is for the customer (any user booking a listing or a service), issued on behalf of the supplier. The information stated on this receipt depends on the information added by the supplier on their Beazy account. It includes billing address, tax identification number, VAT information amongst others. The suppliers are solely responsible to keep their financial status and tax information accurate.

- We also provide the suppliers with a VAT invoice from Beazy for the fees taken over a transaction.

Do I have to be registered as a freelancer or as a business to receive payments on Beazy

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It depends on the country you're based in. You're required by our Terms to comply to your local regulations and applicable law. If you supply equipment, locations or your services through Beazy you are required to update your billing address, bank details and tax status to comply with your local law.

How can I get an invoice corrected?

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You'll be able to request an invoice directly in your transaction once it is marked as completed or you can click on your profile picture on the top right corner and select settings. Make sure to edit the message to add any correction requests before hitting send.

How to set talent price and get hired

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Unlock Your Earning Potential with Beazy! To display your rates and the "Hire" button on your profile, simply log in to your Beazy account and follow these steps:

  • 1. Edit/Add Your Creative Talent: Showcase your unique skills and talents to captivate potential clients. Let them know what you bring to the table!
  • 2. Indicate Availability: Make sure to indicate that you're open to work. This way, clients will know you're ready to take on new projects and collaborations.
  • 3. Set Your Rates: Whether you prefer hourly, daily, or weekly rates, it's important to specify your desired compensation. Let clients know the value you bring to their projects.
  • 4. Specify Your Cancellation Policy: Establishing a clear cancellation policy helps ensure a smooth hiring process. Provide transparency and peace of mind for both you and your clients.

One vital step you shouldn't miss is updating your payment settings. This ensures that you receive hassle-free payments for your hard work. We've put together a comprehensive blog post that walks you through the process, making it clear and straightforward.

What is Beazy

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Introducing Beazy: Your Global Content Creation Hub

Beazy is a dynamic SaaS-enabled Marketplace designed to empower companies and individuals in planning, producing, and delivering content on a global scale. Our platform serves as a comprehensive solution, connecting users with creatives, equipment, and locations essential to their productions, while providing collaborative tools to streamline the entire process.
By creating a Beazy account, you gain access to a range of valuable features, including:

  • Online Portfolio: Showcase your work and build an impressive online portfolio.
  • Talent, Equipment, and Location Discovery: Explore and share talents, equipment, and locations, cultivating a vibrant creative community.
  • Publishing Opportunities and Proposals: Share your own opportunities and engage with proposals from other talented individuals.
  • Production Management Tools and Services: Leverage our production management tools and services suite to improve efficiency and organization.
  • Global Community: Connect with like-minded individuals from around the world, tapping into a thriving global community of creatives.

To get started, we encourage you to familiarize yourself with our FAQ and community rules, which offer insights into how Beazy works. Take the plunge and make your creative vision a reality!

Can't find what you're looking for?
Ask on our community channel or drop us an email.

Does Beazy have tools to help me network and collaborate with other creatives?

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Networking and collaborating with other creatives is made easy with Beazy. Our platform allows you to search for and connect with Beazy users worldwide, explore their portfolios, listings, and talents, and initiate conversations.

Additionally, you can create projects and share exciting opportunities, further fostering collaboration. Our project management tools ensure seamless coordination, while our expanding community eagerly welcomes new members like you.

How to take part in Beazy events

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Stay updated on Beazy events, as we host several creative gatherings throughout the year. Check out our community platform for information on upcoming events and to RSVP as an attendee. If you're interested in sponsoring an event or partnering with us, please reach out to us at partnerships@beazy.co. Join Beazy today and unlock a world of creative possibilities. Together, let's bring your vision to life!

What are the rules and guidelines for using Beazy and being part of our community

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To understand the rules and guidelines for using Beazy and becoming an integral part of our community, we invite you to read our community rules and guidelines, providing clarity on acceptable practices and fostering a positive environment.

What is Beazy

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Introducing Beazy: Your Global Content Creation Hub

Beazy is a dynamic SaaS-enabled Marketplace designed to empower companies and individuals in planning, producing, and delivering content on a global scale. Our platform serves as a comprehensive solution, connecting users with creatives, equipment, and locations essential to their productions, while providing collaborative tools to streamline the entire process.
By creating a Beazy account, you gain access to a range of valuable features, including:

  • Online Portfolio: Showcase your work and build an impressive online portfolio.
  • Talent, Equipment, and Location Discovery: Explore and share talents, equipment, and locations, cultivating a vibrant creative community.
  • Publishing Opportunities and Proposals: Share your own opportunities and engage with proposals from other talented individuals.
  • Production Management Tools and Services: Leverage our production management tools and services suite to improve efficiency and organization.
  • Global Community: Connect with like-minded individuals from around the world, tapping into a thriving global community of creatives.

To get started, we encourage you to familiarize yourself with our FAQ and community rules, which offer insights into how Beazy works. Take the plunge and make your creative vision a reality!

Where do we operate

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Operating from our headquarters in Berlin, Germany, Beazy extends its services, software, and marketplace worldwide, enabling users from any corner of the globe to benefit from our platform.

Can't find what you're looking for?
Ask on our community channel or drop us an email.

Can I choose my own photographer?

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We choose the best-suited professional for you based on expertise, location, and availability. However, if you have a preference, you can mention it and we'll do our best to accommodate.

How do I book a photoshoot?

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Simply follow the steps outlined above. If this is your first shoot with Beazy, we recommend setting up a call with one of our experts for personalized guidance.

How do I download and store my photos?

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Simply download your favorites straight from our platform. All your visuals are also securely stored on our cloud for easy access anytime.

How many photos do I get from a photoshoot?

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The number of photos you receive depends on the package you select. We ensure you get enough content to fully showcase the subject, regardless of its nature.

How much does the service cost and when is payment due?

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Pricing is based on the service and package chosen. We’ve made things super simple: input details, pick your date, pay, confirm and that’s it! You^re all set and your shoot is booked.

How should I prepare for a photoshoot?

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Ensure the space is clean, clutter-free and everything is ready-to-go. If you need help with set design, our team can assist upon request. The goal is to highlight the best features for the most attractive results."

What if I’m not satisfied with my photos?

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Your satisfaction is our priority. If the visuals don't meet your expectations, we want to hear about it and we'll work to make it right.

What is the cancellation and refund policy?

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We get it, plans can change. While we can't cancel your appointment, we're more than happy to help you reschedule it. If you're unable to make the original appointment, just let us know more than 24 hours in advance, and we'll arrange a new date at no extra cost. But keep in mind, if you reschedule within 24 hours of your appointment, a full charge will apply, as we need to respect the photographer's time commitment.

What is the volume discount?

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As your content needs grow, so do your savings! We offer attractive discounts for larger volumes, making our service even more cost-effective. Interested? Schedule a call with one of our experts to learn more.

What kind of editing is provided?

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Our editing goes beyond the basics. We enhance colors, perfect lighting, and fine-tune details to make your visuals stand out. You can also provide your own recommendations and we'll make your vision a reality.

What kind of visuals can I create?

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You name it, we create it! Our services include photos, videos, virtual tours, and more to cater to every need you may have.

Where can I have a photoshoot?

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Your choice! Our global network of creatives is ready to shoot anywhere in the world.

Where can I use the photos I get?

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The possibilities are endless! The scope of usage depends on the licensing included in your chosen package. So, whether you need visuals for your website, social media, advertisements, or prints, we've got you covered.

Which countries are covered by Beazy's network?

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Beazy's network spans across the globe. With over 9,000 vetted creative professionals, we can cover virtually any location.

Why should I choose professional photography?

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Professional photography does more than just capture images. It tells a story, draws attention, and elicits emotional responses. High-quality, professionally-taken photos can vastly improve your engagement rates, help to establish a solid brand image, and allow for the capturing of intricate details. Top-tier visual content can take your project, product, or service to new heights.

Do I have to be registered as a freelancer or as a business to receive payments on Beazy

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It depends on the country you're based in. You're required by our Terms to comply to your local regulations and applicable law. If you supply equipment, locations or your services through Beazy you are required to update your billing address, bank details and tax status to comply with your local law.

How to change notification settings

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To choose what you want to be notified for, in other words, to set up your notifications, you have to click on your profile picture in the navigation bar, select my settings, and in the settings for your account, find notifications. We might email you to support you with urgent rentals but you're free to opt out of those emails at any time. We just want to make sure you don't miss any opportunities ☺️
On the community page find the ⚙️ to edit your settings.

How to change the email for my Beazy account

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Choose what email to use for your Beazy account by going to "my settings", and clicking "Settings" again. More options are available for the "Email Addresses" you choose to use.

How to create an account

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To create a Beazy account sign up for free on Beazy.co

How to delete account

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- To delete your account on https://app.beazy.co: Access your settings, select Settings and click the button to permanently delete your account. Make sure this is what you want as you will lose access to your free account, listings, profile and so on.
- To delete your account on https://community.beazy.co: Click your profile picture and select authentication. You can find the option to deactivate your account there. You might want to consider reviewing your notification settings before proceeding with the deactivation instead.
- To delete your account on https://tools.beazy.co: Contact customer support via support@beazy.co - Please share your email, name and reason for deleting your account (this last one is for feedback ;))

How to set talent price and get hired

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Unlock Your Earning Potential with Beazy! To display your rates and the "Hire" button on your profile, simply log in to your Beazy account and follow these steps:

  • 1. Edit/Add Your Creative Talent: Showcase your unique skills and talents to captivate potential clients. Let them know what you bring to the table!
  • 2. Indicate Availability: Make sure to indicate that you're open to work. This way, clients will know you're ready to take on new projects and collaborations.
  • 3. Set Your Rates: Whether you prefer hourly, daily, or weekly rates, it's important to specify your desired compensation. Let clients know the value you bring to their projects.
  • 4. Specify Your Cancellation Policy: Establishing a clear cancellation policy helps ensure a smooth hiring process. Provide transparency and peace of mind for both you and your clients.

One vital step you shouldn't miss is updating your payment settings. This ensures that you receive hassle-free payments for your hard work. We've put together a comprehensive blog post that walks you through the process, making it clear and straightforward.

What should I do If I move or go away for a while?

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You can either close your listings while you’re away or simply change them to a new location. Make sure to update your payment settings if you also use a new bank and/or different currency.

What type of accounts and users does Beazy have

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Beazy currently operates across 3 platforms.

  • https://app.beazy.co: the marketplace to supply and rent equipment, and locations, as well as hire creatives and post job opportunities.
  • https://community.beazy.co: the community website where you can reach out to community members, write posts, share your work, and RSVP for community events.
  • https://tools.beazy.co: the all-in-one project management app to manage creative productions, collaborate, plan projects and exchange files.

We're working hard to unify all of these platforms into one, however currently, a Beazy user can have up to 3 different accounts.

Can't find what you're looking for?
Ask on our community channel or drop us an email.

Can I apply to an opportunity

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Absolutely! You can apply to any opportunity in any project you're interested in, there are no limits. Find opportunities by hovering “Explore” on the top bar, clicking on “Opportunities” and “Make a proposal”.

How can I make sure the professional is qualified for a project

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Talent profiles on Beazy offer a lot of information on who the professional is and on their work. We strongly suggest you look at their profile and also quickly visit their associated links, but your best option is simply to reach out to them and ask about their work and experience.

How do I hire talent

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When Beazy users share their talent they can show if they’re open to work or not. If they are open to work the “hire” button will be available on their profile. If the price is set for their services, pressing “hire” will open the booking workflow which allows both parties to negotiate service requirements and price until both parties agree. If the price for hire is not set, clicking the hire button will notify the talent to complete their profile. You can always message talents directly for any project or job you have in mind. Another option is to create an opportunity for all users in one go. This opportunity will be available on the opportunities page under “explore” on the navigation bar. Find more information here

How to find what you need for a project

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You can do a search for equipment and location and book, or search for professionals and hire them directly on their profile. With a free account and the capacity to create your own projects, we guarantee that you stay organized.  Finding the best offer without having to message potentially uninterested suppliers or talent is the most promising approach. You can do this via opportunities - Once you’re signed up you'll have easy access to everything. Click Create, on the top bar, to start. Yes, it's that simple 😁 If you are not sure this is the way to go, submit a brief to our team by filling in a small form and we will answer ASAP.

How to reach out to Beazy's creative community for help, advice, and support

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Our community is the right place to find like-minded people and get in touch with them, ask something publicly, or to a specific group of people. Have a look at your possibilities here.

Is my project eligible to receive a production manager

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Production managers are assigned to projects with a budget that can cover their fees. Please submit your brief here.

What does a production manager do

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A production manager will be working directly with you to clearly outline the project's direction, after which they'll completely take over every aspect and report to you. Having a PM on board allows you to completely outsource the production and focus on what matters to you.

What happens after making a proposal to an opportunity

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The project owner will check all proposals, if they like yours they’ll be able to click the “hire” button directly or “discuss” further details of your offer. You can both reach an agreement on requirements for the service provided including content and licensing details. The price can also be negotiated and, once you both agree on everything, the project owner can hire you directly on Beazy. No need to create quotes or invoices. You’ll be paid when the project is done and/or when your service is complete. Invoices will be created from the transaction.

Where are the projects and the opportunities I create

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To find your projects you have to be signed in. Click on manage on the top nav bar and access projects, or click the Beazy logo to see your dashboard, there you'll find a side menu with projects on it, the opportunities will be inside it. Only when you post an opportunity will it be available to the public under explore in the nav bar.

Can't find what you're looking for?
Ask on our community channel or drop us an email.

Which invoices does Beazy provide?

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For all transactions made through Beazy, we provide 2 financial documents:

- One receipt is for the customer (any user booking a listing or a service), issued on behalf of the supplier. The information stated on this receipt depends on the information added by the supplier on their Beazy account. It includes billing address, tax identification number, VAT information amongst others. The suppliers are solely responsible to keep their financial status and tax information accurate.

- We also provide the suppliers with a VAT invoice from Beazy for the fees taken over a transaction.

Can I choose who rents my listings?

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Of course. The most important thing for us is that you are in full control of your listings. You are free to fix your price and accept/decline any requests as you see fit.

Do I have to leave a review?

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It is not mandatory but it is greatly recommended. Reviews help us monitor our community and identify back actors early, while also helping the other party improve.

How can I update my billing details

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Your billing and payment details can be updated at any time on your Beazy account by going to your settings and selecting the payments tab.

How do I know if my location can be suitable for photo or video shoots?

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Our users are always looking for very different spaces from one project to another, that’s why there aren’t any particular requirements on the size and look of the space. If you are still unsure, feel free to contact the Beazy team to get some help.

How to charge for extra time with gear or extra time spent on location

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If agreed between both parties, the renter can prolong the booked time, however likely to happen with location rentals, it is best to avoid this. Our marketplace does not have a solution for these situations yet. To charge for the extra hours the renter will have to create another booking request for the amount of extra time. This is simply a way to cover the extra costs of the rental and the supplier does not have to make the rental object available. The extra time will be charged accordingly and at the supplier’s discretion. Note that Beazy is working on providing a better solution.

I damaged the rental object, what should I do?

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Please contact both the supplier and the Beazy team as soon as possible so that a claim can be filed and the situation solved. It's for these situations specifically that we recommend having your own insurance, even though the supplier might also have their own insurance coverage, the costs of replacing or fixing the rental object might not be fully covered by the insurance provider in which case the supplier can request the renter to cover them.

Someone wants to rent my gear. Are they trustworthy?

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We put a lot of effort into making sure that the people sharing through Beazy are trustworthy, but you should always make sure by yourself. Feel free to ask for more information, pictures, contact information, etc. Please contact us via support@beazy.co if you are doubting the person requesting to rent your gear.

The booking was rejected. What happens now?

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The payment for the associated transaction was cancelled, which means that it was reversed back to your account. In the case of a reversal, you won't see a refund credit on your statement. You will just see the original authorization drop off the statement entirely after a few days. There will be no payment and no refund. It'll appear as if the whole transaction never happened.

Your bank should be able to confirm this. Depending on the card issuer, It may take a few days for the money to reach your bank account.

If you have to make another booking and are still waiting for the funds, you can try to reach out to other providers directly, via message, to confirm availability before committing to a final booking.

The rental object does not correspond to what is in the listing

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Please contact both the owner via transaction conversation and the Beazy team via support@beazy.co as soon as possible. We will try our best to find an alternative so that you can still shoot and will try to solve the situation quickly.

What are the Beazy rental policies?

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Cancellation Policy

Rental cancellation fees and rules are imposed by the Owner of the listing. In the case that there isn’t a clear cancellation policy defined in the listing, renters will follow Beazy’s cancellation policy, which states that renters can cancel a rental request before it is accepted, more than 48 hours before the start date, or within 2 hours of the request being accepted, at which point the rental is fully refundable. If the renter cancels within 48 hours of the rental pick-up/booking date, they will receive a 50% refund. If the renter cancels within 24 hours of the rental pick-up/booking date, the rental is non-refundable. It is the users’ obligation to follow up on the communication related to the transaction and when this does not happen Beazy has the right to intervene.


Rental Pick-up & Drop-off Times

Unless both the renter and the supplier agree, in writing on the transaction conversation, to another time and schedule, Beazy suggests that renters must pick up the rented items from 2 PM on the rental pick-up day and return equipment by 2 PM on the drop-off day; Late rental drop-off fees may apply if any item is returned later than the agreed-upon date and time.


Late Rental Drop-off Fees

Rentals dropped off after 2 PM on the drop-off day, or after the previously agreed upon time, are subject to a late drop-off fee that equals a one-day rental fee for the Listing. The renter must pay any late drop-off fee, which will be charged every 24 hours after the late drop-off until the rental is returned to the supplier. Late rental drop-off fees are imposed at the supplier’s discretion. For location rentals, the extra time spent on location will be charged accordingly and at the supplier’s discretion.


Transacting out of Beazy

Any efforts to move rentals or sales initiated on Beazy off-site to avoid fees are strictly prohibited and will result in account suspension or termination. Furthermore, any transaction initiated on Beazy and completed off-site will not be covered by any of Beazy's policies or protections. Perpetuating this conduct, and intentionally sharing contact information to allow it, promotes the implementation of stricter regulations on the platform which impacts all users. 🤗

What are the late rental Drop-off fees for listings?

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Rentals dropped off after 2 PM on the drop-off day, or after the previously agreed upon time, are subject to a late drop-off fee that equals a one-day rental fee for the Listing. The renter must pay any late drop-off fee, which will be charged every 24 hours after the late drop-off until the rental is returned to the supplier. Late rental drop-off fees are imposed at the supplier’s discretion.

What does replacement value mean?

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Replacement value refers to the current price of your equipment and how much it would cost to replace it. In the case of a location, it refers to the average worth of the equipment & furniture inside.

What should I do if my rental object is not returned

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Try to reach out to the other party and report the delay to Beazy by disputing the transaction and contacting us via email at support@beazy.co.

We recommend giving the renter the chance to justify themselves. Since the rental object is not returned on time, they will incur additional costs. Refer to Beazy rental policies for more information. According to our terms:

6.4.4 Delayed return

The provision of § 545 BGB (German Civil Code)  shall expressly not apply. If the customer does not return the rental object to you after the expiry of the agreed period of use or does not return it to you at the agreed time, you shall be entitled to demand a usage fee in the amount of the agreed rent for the period of retention exceeding the term of the contract. Any further claims for damages on your part shall remain unaffected. An extension of the rental period is only possible with your express consent in text form. The right to use the rental object shall only extend to the agreed period of use. Continuation of use after the expiry of the rental period shall not in principle lead to an extension of the rental agreement even without express objection by you."

If there is no resolving attitude within 24 hours, move forward with the procedure to guarantee that your insurance covers the loss and file charges with the police. Beazy will provide all the necessary documentation to support your claim should it be deemed necessary and requested by the authorities handling your claim.

What to do if a supplier is irresponsive

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Reach out to the supplier via message on Beazy. If there is no response after several attempts to communicate, and you have made a booking, select the dispute button and get in touch with Beazy via support@beazy.co. If you wish to cancel a transaction, verify the cancellation policy on the listing and inform the other party via the transaction conversation.

What type of listings can I create

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You can create listings for equipment and locations

When and where do I pick up and return the equipment

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This has to be discussed between you and the supplier of the equipment in question.

Who will rent my equipment or location?

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Location and equipment renters most often are professional or amateur photographers/filmmakers and production crews. Both can be used for private or commercial shoots so consider asking your potential renter what the purpose of the rental is. It might be that the renter requires a few tips from you on how to best use the gear or location, it's good to be clear on your requirements from the start.

Why are photos necessary?

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Pictures are very important for all listings. Aside from showing that you own the item or space, it also shows its condition. Good photos are a major factor to improve rentals frequency, as listings with good pictures get rented considerably more often than those without. If you want to use really good photos or videos, you can always find a creative on Beazy to work with.

Can't find what you're looking for?
Ask on our community channel or drop us an email.

Are Beazy users trustworthy

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All Beazy users have to follow our community rules and guidelines. We put a lot of effort into making sure that the people sharing through Beazy are trustworthy, but you should always make sure by yourself. For all rentals and services, always ask for more details like how many people are involved, pictures or contact, and if the renters have their own insurance coverage. Please contact us via suppport@beazy.co if you have any doubt, we will gladly help.

Do you have Insurance?

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Beazy doesn't provide insurance and we highly recommend that you purchase your insurance policy if you’re interested in both lending or renting equipment and locations through the Beazy platform. An insurance provider will be able to advise you on the best policy for your specific situation, they will be the ones handling any claims regarding loss, theft, damage, etc.

Check our Insurance Guide for Creative Freelancers: What Should You Look for and Why

Still can't find what you're looking for? get in touch with us via email: support@beazy.co


Is it necessary to share an exact address?

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No, you do not. We recommend that you keep your address private before a transaction is confirmed. A postal code is enough when creating a listing.

Someone wants to rent my gear outside the Beazy platform. What should I do?

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Say no. We will only be able to help you in the case that something goes wrong if the transaction has been processed through Beazy. It is very important to keep as much of your conversations and transactions on Beazy - so that your renter and yourself are bound by a contract, defined in our Terms of Use.

Do you have tutorials or product training

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We're working on updating our video library with more product trainings and video tutorials. You can find the existing tutorials on the video library tab on the left side menu on this page.

Does Beazy offer tools to help manage projects?

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Yes! Beazy doesn't just help you find and book the locations, talents, and equipment you need. We also have Tools and Perks. You can access all of these when you create a free account and even more when you buy a membership.

How to share feedback with the Beazy team

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You can give us your feedback on the Beazy products anytime through the following form.

What is the Beazy product

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Beazy is the OS (operating system) for the creative economy. It's an all-in-one platform for teams to plan, produce and deliver content from start to finish.

Beazy currently operates across 3 platforms.

  • https://app.beazy.co: the marketplace to supply and rent equipment, and locations, as well as hire creatives and post job opportunities.
  • https://community.beazy.co: the community website where you can reach out to community members, write posts, share your work, and RSVP for community events.
  • https://tools.beazy.co: the all-in-one project management app to manage creative productions, collaborate, plan projects and exchange files.

We're working hard to unify all of these platforms into one, however as of today a Beazy user can have up to 3 different accounts.

What is the difference between a project and an opportunity

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Opportunities are within projects, this means that projects are automatically created when you create an opportunity. You can do it the other way around and start by creating a project first.

Where to find Beazy's product roadmap

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Access it via the footer of our website and see it here

Can I use the Beazy app and tools on more than one computer

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Yes, all services are available online when you log in with your credentials via your favourite browser.

How much is the membership and what's included

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The Beazy membership is available for €19.90 per month of €199.00 per year. It includes:

  • the CRM (customer relationship management) feature with unlimited contacts in https://app.beazy.co
  • the option to add your own CRM contacts when using the shortlist feature on https://app.beazy.co
  • the option to share a shortlist
  • access to our Beta platform https://tools.beazy.co with unlimited storage, file sharing, and collaborative projects.
  • Unlimited access to the Beazy AI Assistant  

I was on the waitlist, when will my membership change

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You will get an email to notify you that the membership is now available. You can decide to subscribe anytime after the reception of that email.

Is there a free trial

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Beazy doesn't provide free trials for its membership. However, everyone can have a free account and choose to upgrade at any time.

What happens If I cancel my membership before the next charge

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If you cancel your membership early, you will retain access to the benefits until the end of the current billing period. This means you can continue enjoying the services until the next scheduled payment date.

What is the difference between Free and Premium Beazy accounts

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Find more information on our pricing page.

When is the membership charged to my account

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Your billing cycle starts on the day you first subscribed to the monthly or yearly membership. For example, if you signed up on the 10th of the month and opt for the monthly plan, your billing cycle will begin on the 10th of each subsequent month. Here are a few details to take into consideration:

  • Charge Date: The charge date is the day when your payment method will be charged for the monthly membership fee. In our example, if your billing cycle starts on the 10th, the charge date will usually occur on the same day or within a few days after it. It's important to note that weekends and holidays can affect the exact timing of the charge, so it might occasionally vary slightly.
  • Automatic Renewal: Your membership will automatically extend for another month unless you cancel it before the next charge date. As long as your membership remains active, you will be charged on the specified charge date each month.
  • Advance Notifications: Many membership services send out notifications to remind you of an upcoming charge. These reminders may be sent a few days or a week in advance, giving you an opportunity to review your membership and decide whether you want to continue or cancel.
  • Payment Methods and Options: Our membership fees are charged to the payment method you provided during the signup process. This can be a credit card or debit card. Make sure to keep your payment information up to date to avoid any disruption in your membership or missed charges.

Accessing the Contacts Tab

CRM
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On the left side of your Beazy dashboard, locate and select the "Contacts" tab.

Accessing the Shortlists Tab

Shortlists 
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- On the left side of your Beazy dashboard, locate and select the "Shortlists" tab.

Adding Additional Data/Notes

CRM
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If there is any other useful information or notes related to the contact, you can add it in the provided "Notes" section.

Adding Beazy Profile Link

CRM
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To facilitate quick access to the contact's profile on Beazy, add their public profile link so you’re never more than a few clicks away from booking them.

Adding Contacts to Shortlist

CRM
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To add a contact to your shortlist, simply select the respective icon associated with the contact. That's it! With these steps, you can effectively use the CRM on Beazy Tools to manage your contacts, store relevant information, and easily access their profiles.

Adding a New Contact

CRM
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- Click on the "Add New" button to begin adding a new contact.

- Choose the contact type from the options provided: "Contact," "Company," or "Location."

Adding to Shortlist

Shortlists 
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On the listing card, you will find a shortlist icon located at the top right. Click on the shortlist icon to add the listing to your shortlist.

Browsing and Selecting

Shortlists 
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Start by browsing through locations, talent, or equipment listings on the platform. When you come across a listing that you like, proceed to the next step.

Completing the Contact Form

CRM
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Depending on the selected contact type, a specific form with relevant fields will be displayed.

- For individual contacts, enter all necessary information, such as name, role, languages, areas of expertise, and social media handles.

- You can also add photos to visually identify their work.

Creating a New Shortlist

Shortlists 
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- Upon clicking the shortlist icon, you will be prompted with options to create a new shortlist or add to an existing one.

- If it's your first time using this feature, select "Create a New Shortlist."

Creating the Shortlist

Shortlists 
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- After naming the shortlist, click on the "Create Shortlist" button to finalize its creation.

Naming the Shortlist

Shortlists 
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- Provide a suitable name for the shortlist that reflects its purpose or content.

Selecting Project or Creating a New One

Shortlists 
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- Decide whether you want to associate the shortlist with an existing project or create a new one.

- Select the appropriate option based on your preference.

- Provide a suitable name for the shortlist that describes its purpose or content.

Selecting Shortlist Type

Shortlists 
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- Choose whether you want to create a shortlist for talents, locations, or equipment.

Selecting a Project

Shortlists 
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- After choosing to create a new shortlist, you will have the option to select a project to associate the shortlist with.

- If you have no active projects, you will be prompted to create one.

- Name the project you want to create the shortlist for.

Sharing your Shortlist

Shortlists 
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- Above and to the right of the shortlist, you will find a share icon.

- Click on the share icon to proceed with sharing options.

- Choose your preferred method of sharing, such as WhatsApp, Email, or copying the link.

- Use these options to share the shortlist with your team or clients to gather feedback or collaborate.

By following these steps, you can effectively utilize the shortlist feature on Beazy Tools, organize your selected items, and simplify your decision-making process.

Viewing Contacts

CRM
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To view your contacts, navigate back to the "Contacts" tab. Here, you will find a list of all the contacts you have added to the CRM. You can sort the contacts by type, most recent, or alphabetically, depending on your preference.