Assigning a Contract Template

Loopit allows you to associate different contract templates with various service packages (e.g., rental, subscription, leasing) to ensure that each service offering has the appropriate terms and agreements. This functionality provides flexibility in managing contracts for a diverse range of services while ensuring that the terms align with each package's specific requirements.

Assigning Contract Templates to Packages:

1

Access Contract Templates:

First, ensure you have the relevant contract templates created in your system. Navigate to Settings > Templates > Contract Templates to view or create your templates. You can create multiple templates tailored to different service packages like Rental, Subscription, or Leasing.

2

Assign Contract Template to Package:

• After creating your contract templates, the next step is to associate them with the appropriate service packages.

• Go to the Packages section in your Loopit account. Select the package (e.g., Rental, Subscription, Leasing) that you wish to assign a contract template to.

3

Select the Contract Template:

Scroll down to the Contract Template field. Here, you can choose the appropriate template for the selected package. For instance, if you’re setting up a rental package, you would choose the Rental Agreement template.

4

Define Contract Expiration:

After selecting the contract template, you can define when the contract will expire. Options include:

• At the end of the booking: The contract expires once the booking period is complete.

• Renewal after a set period: You can set the contract to automatically renew after a certain number of days (e.g., every 12 months). For example, a contract could be renewed every three weeks, depending on the package requirements.

5

Save and Confirm:

Once you’ve selected the template and defined the expiration settings, save the package configuration. The contract template will now be automatically linked to the selected package for future bookings.