Non consecutive multi day Rentals

Weston S. shared this question ago

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Is there a way for a customer to book non consecutive days but have one contract and payment ?

example: Book the same unit every friday for the month of may.. without sending different quotes and contracts for each of those Friday's ?

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Comments (3)

Gabrielle P. ● 20 days ago

You could setup a recurring lead, HERE is an article that reviews recurring leads further. However they would still be separate individual leads for the customer. You can use organizations to bill via an account statement for multiple events also, HERE is an article that reviews organizations and account statements further.

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Weston S. ● 20 days ago

Is there a way to have only one contract for multiple event days ?

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Gabrielle P. ● 20 days ago

You would still have to set up the recurring leads, did you do that? What is not working please provide examples?

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Weston S. ● 20 days ago

i got that working :) thank you Is there a way to have only one contract for multiple event days ? like a standing contract for an organization?

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Chad B. ● 20 days ago

Not really there's work around but it wasn't designed to work that way.

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Weston S. ● 19 days ago

What’s the work around ? Thank you !!

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Chad B. ● 19 days ago

You in one lead for one date, open the contract template by going to the documents tab and then edit the contract. Change everywhere it has dates manually. Then have them sign and pay. When they do, you need to either duplicate the lead and put it in confirmed status for each date (best for routing), or put those items in maintenance for the other dates and attach the lead I'd to the maintenance log.

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Chad B. ● 19 days ago

We have them sign for each bc weather can always lead to a cancellation and we don't want to have to deal with one contract for that. It's easier on a per event basis. But the workaround works.

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Weston S. ● 19 days ago

Thank you !

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