Add boats to your Contract Group

Follow

Once you have created your Contract Groups (Instructions Here), you are going to want to add specific Customers to the group. This is also known as "Adding a Boat". Follow the steps below to do so:

  1. Select the Contract Group that you want the Boat to go into and click "Add Boat"
  2. Search for and "select" an existing boater, or "Create Customer" if the customer is not yet in your Dockwa account. (Make sure to double Check the Email address!)
  3. Click the green "Save Contract" button at the bottom of the screen

This will create a draft of a new contract for that specific customer, based on the Contract Group that you created the draft under. It will not send the contract to the customer until you are ready to send it. 

If you need to edit an individual customer's contract (i.e., to update a custom billing date or provide that customer with a discount) you can do by following the instructions here to Edit Contract Settings. It is important to note that editing an individual contract WILL NOT adjust the default settings of the Contract Group (found at the top of that specific Contract Group page). It will only adjust the setting for that individual contract.

If the contract is ready to be sent to the customer, proceed to the final step of Reviewing and Sending out Contracts.

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.