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Edit Draft Contract within the Cart

Only draft contacts can be edited from within the cart.

To edit the price of a specific product, see Product Price Adjustment within the Cart.

Within the cart, draft contracts allow you to add or remove promotions, update enrollments, and adjust answers to booking questions.

Adjusting a Draft Contract

To adjust a draft contract within a cart, press the pencil icon for the contract line item.

Once you press the pencil icon, the Edit Contract window will open. There are 3 tabs:

  • General 
    • Add/ Remove a promotion
  • Customers
    • Add/ Remove enrollments
  • Properties / Add-ons
    • Adjust answers to questions (i.e. rentals)

Add/Remove a Promotion

  1. General Tab
  2. If Adding, Select a Promotion
  3. Apply or Remove the Promotion
  4. Accept Changes
  5. Select OK

 

Add/Remove Enrollments

  1. Customers Tab
  2. Increase or decrease number of enrollments
  3. Select or remove customers as an enrollment
  4. Accept Changes
  5. Select OK

 

Adjust Questions

  1. Properties /  Add-ons Tab
  2. Select Edit for the questions you want to adjust
  3. Make your adjustment
  4. Select Ok
  5. Accept Change 
  6. Select OK