Select Contracts from the main menu (alternatively, you may begin from a complete customer profile)

Select Add Contract

Once redirected to New Reservation, assign the customer by using the search bar (applies to existing Customer Profiles only)

Set the Pickup & Dropoff date & time

Assign the Program

Assign the Service Advisor (select None if one does not apply)

Add the Repair Order and Service Vehicle ID (optional)

Select Save Reservation

After booking the reservation, select View Reservation Details

Once redirected to Contract Details: Overview, you can proceed to contract creation, edit details, or add notes

In Contract Details, select the Manage tab at the top left under the Contract ID.

In Select Vehicle, search for the vehicle you wish to assign

Select the vehicle

Set Fuel Level & Odometer (values will auto-populate for vehicles enabled with Connected Car Services)

In Vehicle Issues, add or view an Issue

In Additional Driver Information, add Additional Drivers (optional)

Obtain a signature (via Contactless Contracting: Select Send Text Message (US) or Send Email (Canada) or manually: Select Skip, manually obtain signature)

If the contactless option was selected, the Signature Status will indicate whether the customer submitted their signature

In Credit Card Hold, select the appropriate credit card (applies only when credit card holds are configured within the selected Program's settings)

After a customer signature has been obtained, select Start Contract