How to Create a New Rental Plan

Click Administration

Click Rentals
Click Rental Plans

Click Create Rental Plan

1. Plan name: This is the unique name for the rental plan
2. Rental type: Select the rental type from the dropdown

1. Selling Online: determines if this rental plan can be purchased on self service. Check the box next to members only if only members can purchase this rental plan.
2. Plan Start Date: Check the box if you want the plan to start the day the client purchase it. Alternatively you can choose a date when this plan is set to start
3. Expiration: You can choose if your client only has a limited time to use this rental plan by setting an expiration date.
4. Auto-Renew: If you want the software to automatically sell the client a rental plan when this one is done, turn on auto-renew.

Sharing allows your clients to use a rental plan for any related clients.
Click Pricing to move on to the next step

1. Purchase model: Choose to sell this rental plan as per occurrence or per hour. Per occurrence will allow your client to rent multiple times regardless of the length of the rental. Per hour will allow your client to rent for a set amount of hours
2. Quantity: Determines how many occurrences or hours the client is getting when they purchase this rental plan. Unlimited would mean the client gets an unlimited amount of rentals with this plan.

1. Non-member price and Member price: fill in the price for each type of client. These amounts can be the same.
2. Per Plan: If the cost you are charging your client is per plan, check the flat rate box. If the cost you put into the price box is per occurrence/hour uncheck the flat rate box.
3. Discount: This is a promotional discount. If you would like to add a discount that applies to every sale of this rental plan, add the discount to this section.

1. Revenue Category: Select your revenue category from the list for this rental plan
2. Default invoice option: choose what type of invoice your client should receive
3. Auto-pay: If you are auto-renewing your rental plan turn on auto-pay. This will charge your client's card on file when the rental plan auto-renews.
4. Additional Description: Any information you want your client to see on the invoice.

Click Save.