Loopit Documentation
Changelog
  • Getting Started
    • What is Loopit?
    • Key Concepts
    • Setting up Loopit
      • Logging into Loopit
      • Multiple vs Single Workspaces
      • Configure Your Workspace
        • Workspace Details
    • Quick Start Guide
    • Welcome to Loopit 2.0
      • Understanding Loopit's Pricing Structure
  • Assets
    • Overview
    • Categories
      • Managing Categories and Subcategories in Loopit
      • Understanding Categories and Subcategories
      • Managing Pricing Overrides in Loopit
    • Adding Your Fleet
      • Uploading Photos
    • Tracking
      • Meter Readings
      • Tracking devices
    • Fleet Management
      • Maintenance Windows
      • Issues
      • Service reminders
      • Inspections
    • Price Overrides
      • Customizing Charge Pricing Across Packages, Categories, and Fleet
      • Package-level Prices
      • Category-level Override
      • Asset-level Override
      • Bulk Asset-level Override
      • Asset-level Ultimate Override
  • Bookings
    • Overview
    • Lifecycle of a Booking
      • Lead Management
      • Creating a Booking
      • Confirming a Booking
      • Activating a Booking
        • Before Activation
      • Editing a booking
        • Adjust the price
        • Schedule Booking Changes
      • Pausing a Booking
      • Ending a booking
      • Cancel a booking
    • Deposits
      • Collecting deposits
      • Refunding/Claiming deposits
    • Referral source tracking
    • Tracking booking owner/manager
    • Contracts
      • How to Append Terms & Conditions (T&Cs)
      • How to send signed copy of contract/agreement to customer?
      • Inserting Dynamic Variables in Contract Templates
  • Billing
    • Invoices
      • Overview
      • One-Time Charges & Invoicing
      • Tax Types & Rules
      • Downloading Invoices
      • Overdue Invoices
      • Statement of account
      • Emailing invoices
      • Ad Hoc Billing & Invoices
        • Uploading Charges in Bulk
    • Payments
      • Overview
      • Stripe integration
        • AU Becs Direct debit
      • Payment retry - Dunning
      • Auto pay
      • Deleting payment methods
    • Credit Notes
      • Overview
      • Create a credit note
      • Applying credit notes
      • Auto-apply credit notes
      • Refunding credit notes
      • Voiding credit notes
    • Setting up your packages
      • Program Types
      • Packages
        • What are packages?
        • Creating a package
        • Charge types and models
        • Configuring delivery on packages
        • Charges per location
    • Add Ons
      • Mileage Billing
      • Claim Excess & Excess Reduction
    • Billing Items
  • Settings
    • Users
      • Roles & Permissions
      • Inviting & Assigning Users
      • Enabling & Disabling Users
    • Locations
      • Managing Locations
      • Invoice Customisation
      • Assigning Fleet Locations
      • Booking pickup date rules
    • Workflows
      • Overdue Invoice Reminder
    • Email templates
      • Merge Tags
      • Entity Types
      • Creating a Template
    • Contract templates
      • Creating a template
      • Assigning a Contract Template
    • Integrations
      • Xero
      • FrankieOne
      • Geotab
      • Telemax
      • Rentalmatics
      • Sumsub
      • Tessera MVR Search
      • Experian AU
      • Bonzah Insurance
    • Webhooks
    • Website
      • Facebook Meta Pixel
    • Booking Rules
  • Security
    • Security information
  • People/Companies
    • Creating a Person or Company
      • Creating a person
      • Creating a company
    • Emergency contacts and references
    • Document expiry notifications
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On this page
  • Assigning Contract Templates to Packages:
  • Access Contract Templates:
  • Assign Contract Template to Package:
  • Select the Contract Template:
  • Define Contract Expiration:
  • Save and Confirm:
  1. Settings
  2. Contract templates

Assigning a Contract Template

Last updated 4 months ago

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.