Online School Rentals 1: Schools

Our new version of online rentals is focused on renting instruments to students, so it's called Online School Rentals. Once it is active in your system, you can find it under Modules > Online School Rentals.

 

The Schools Tab

If you have already set up your school districts and schools, you will see a list of schools when you load the page. If not, these are set up under Settings > POS Settings > Rental Contracts, about half way down the page in the Schools section.

If you need to set up schools, you can click the link in the upper right of the Online School Rentals page to Manage Schools and Districts and you will automatically be taken to the area you need.

The Schools page has the following features: You can Search for a school you need to work with if you have a long list. You can also filter using the drop-lists at the top for Schools or Districts.

For each school, you will be building the rentals you plan to offer, and for each school, when they're ready you can Publish those rentals so they're visible and accessible on the website. By default, all schools will start with their rentals in an Unpublished status. You can use the Status filter at the top of the page to view published, unpublished, or all statuses.

 

Manage School Rentals

You can click to Manage Rentals for any schools in your list and you'll be able to view rentals you've set up for that school and edit them if needed.

Information about the school is at the top, and at first, the rentals for the school will be Unpublished. When you're ready to publish them, you will turn them on from here.

If you plan to deliver rental items to the school, you will want to make sure you enter its street address or that option will not be available at checkout for your customers.

Each rental you create for the school is listed here. While you can create them from here, it is more efficient to create similar school rentals and apply them to all the schools that will use them at once, and you can do that in the Rental Builder area, which we'll be showing you later in this series.

The instrument for the rental is pictured and named in the list, as is the Price and interval fees are charged. You can also see if Add-On items have been added for the rental, according to the school's specification on things like music books and required or recommended accessories. You can click on the Add-Ons link or go to the Action menu on the right to Edit the rental and adjust Add-Ons and other options.

We'll be going into more detail on how all of this is put together in later steps, but here is what the Edit Rental window looks like:

Go to Part 2: Categories