Starting a Loan Car Booking

 

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