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In this step you will learn how you can configure information you'll need to collect from the customer before checkout. You can find this tool under Modules > Online School Rentals.

The Agreement Information Tab

We created a way for you to capture essential information you need from the customer in order to start a rental contract with them. On this tab, the upper part of the list contains items that the regular shopping cart captures for you and adds to the Customer's account in your store, so you will already be capturing that info automatically.

You can click the +Add Field button and the system will give you a list of premade fields you might choose such as Driver's License, Employer Company Name, etc. and you can click a selection to add it to the fields you will require a new renter to fill out before they can complete checkout. Fields you have chosen already will be grayed out in the Add Field window and will appear on the main page for this tab, as pictured here.

Creating Custom Fields

If you need something that is not one of the premade selections, you can click Custom Field at the bottom of the list and you'll be able to create your own data field. First, enter the Title of the field, then choose which data type it will use, as pictured below.

You can add as many fields as you need. When you do, each of your Customer accounts will have those fields in the lower area of the Details tab for the customer. So as new customers sign up for online rentals, this information will save to their Customer account for you, you will not see it in the rental contract itself.

Required Information Preview

At the bottom of this page is a preview of what the customer will see when they go through checkout for this area, as pictured here for the above example.

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