Create a Contract Group
Updated over a week ago

To start the contract send process, you will need to create a "Contract Group" to organize the contracts under. Start by opening the Contracts tool, then clicking "+ New Group". This will open the "Group Settings" screen where you'll create the default contract for your contract group. Every new contract created in this contact group will start off with the Group Settings you specify here. You can edit individual contracts as needed later on.

Once you have saved this group and its settings, it will be available to view and manage from the main Contracts page. Here you will have the option to "view" or "add boat". Click "add boat" to start adding your customers to the newly created contract group. For information on adding boats and sending out contracts, see this article: Add boats to your Contract Group.

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