Create your Loan Vehicle Terms and Conditions

Loan CarsUpdated 20 Sep 20261 min read

Before a customer drives away in a loan car, you want them to have accepted your conditions of use. This article shows you how to set up the Terms and Conditions that are presented with every loan car booking.

THIS FEATURE IS AVAILABLE FOR GOLD & PLATINUM CUSTOMERS ONLY

To Set up your Terms and Conditions:

1. Go to 'Settings' then click on 'Messages'

Workshop Software create your loan vehicle terms and conditions showing ' settings ' then click on ' messages '

2. Scroll down to 'Other Messages' section and edit the 'Loan Car Terms And Conditions' field. Make sure all the terms and conditions you want the customer to be aware of are in this field;

Workshop Software screen showing make sure all the terms and conditions you want the customer to be aware of a...

3. Scroll down to the bottom of the screen and click 'Save'

Workshop Software screen showing scroll down to the bottom of the screen and click ' save '

Good to Know

  • Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.

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