Send Rental Agreements to Parents

How to Send Inventory Contracts to Parents

Go to the Instruments Module.

Search for the Instrument that you need to assign and send a contract for, then click on that Instrument.

Scroll down to the Instrument Management: Assignments section and click on the green "Assign Instrument".

Click on the "Assign Instrument" button and select the Member in the dropdown menu and the Return Due By date.

**NOTE: The dropdown list to assign instruments is taken directly from the "members" list. To add students to the "members" list from the "all students" list, add them to an ensemble. See this video for how to do that.

Click "Assign Instrument".

Choose the Guardian linked to the Student so that you can send the Instrument Rental Agreement to them. Or click "Add New Guardian" if there are no Guardians on file for that Student.

Click "Send Rental Agreement via SMS"

From there it's up to the Parent this message was sent to to open the text, and click on the link that will take them to the Inventory Contract Page to sign.

The statements that begin with "I understand..." are customizable in your program settings under the "Edit Waiver Settings" page.