THIS FEATURE IS FOR GOLD CUSTOMERS ONLY
To Start The Loan Car Booking
Go To Loan Cars > Loan Car Diary
Click On The Blue Pencil if You Wish To Modify The Loan Car Booking
Click On The Green Button To Start The Booking,
Once the Booking has been started it cannot be modified. If the loan car needs to be extended then a new booking needs to be created
This Will Then Open A New Window,
All The Customers Details Will Be Filled In. You Just Need To Add Their Licence Number / Licence Expiry Date / Odometer / Fuel Level / If the Loan Vehicle Clean (Change the toggle to yes or no ) Checked By and any notes you wish to add to the Booking.
Then Select Continue Or Modify Loan if Changes are Needed
Once You Press Continue It Will Take You To Another Window Where The Customer Needs To Read The Terms And Conditions Of The Vehicle ( This was set up when creating the Booking Diary) You Can Print This Document Out For The Customer By Pressing The Yellow Print Authorisation Button
Change The Toggle To Yes If The Customer Agrees To The Terms And Conditions Then Press The Green Confirm Button
ONCE THE CUSTOMER RETURNS THE LOAN CAR
Go Into The Booking And Press The Yellow Magnify Glass To Review Loan Car
OR
Press The Brown Button With The Car On It
This Will Then Bring Up A Return Car Loan Window Where You Can Fill Out A Vehicle Check – Return
Fill In These Details And Press Return