Loan Car Diary set up

 

THIS FEATURE IS FOR GOLD SUBSCRIPTION CUSTOMERS

As a business you may like to offer your customers the convince of a loan car while their car is being serviced, This service can be complementary or have a fee attached to it.

To set up Loan Cars Click on  Loan Cars in the menu, then select Loan Vehicles

Open the Action menu  “Star” on the right -hand side of the vehicle

Click on Add Loan Vehicle Then fill out the fields and click create

You can add more vehicles by pressing on the Action menu” Star” and following previous steps.

Once you have set up the vehicle/ Vehicles you will then see them in the Loan Car Diary.

NEXT  YOU WILL WANT TO CREATE YOUR TERMS AND CONDITIONS

Go to Settings > Messages > Other Messages > Loan Car Terms And Conditions

Make sure all the terms and conditions you want the customer to be aware off are in this Field > Then Press Save

SETTING UP THE LOAN CAR AS A PRODUCT 

To Set – Up A Product So That You Can Add The Loan Car To The Customers Invoice,

Go To > Products > Press On The + Button > Add Item Code > Description > Group > Don’t Upd, Qty Toggle To Yes > Then Add A Retail Cost If You Wish To Charge A fee For The Loan Car > Then Press Save