Loans allow rentals of equipment

Equipment Loans allow administrators to offer items for loan and for return.

Sample loans:
  • Archery Set
  • Paddleboard
  • Portable goals for soccer league
  • Ball hopper for tennis

Quick Instructions:

  1. Registration Setup>Loan
  2. Search>Create New
  3. Fill out the form that appears
  4. A Loan requires a name and a card. All other fields are optional. Fill out as needed.
  5. Save the Loan. Done!
  6. Add to a Registration Period

Instructions:

Registration Setup Program
Search>Create New

STEP ONE: Fill out the Program Form

Basic Information:

  • Name: Enter the name of the loan **Required
  • Card: Add the program to a card. Cards control registration style. **Required Read more about cards.
  • Image: By default, the programs will display with a simple checkmark. By adding an image, the program can be more customized to an organization. Select an image from the list.
  • Activity: Enter an activity for reports, if needed
  • More Information: Include as much additional information as needed. This will display on the confirmation email as well as to the public.
  • Account Code: Set a code for this option. Registration Options can share account codes. Account codes are useful for financial reporting.
  • Archive: If this option should no longer appear in lists, check archive here.
  • Text for Email Confirmation: To create a custom email confirmation for this program, enter the text here. 
  • Copy: To copy, enter the number of required copies here and then click save. This feature saves time in creating very similar items, for example, items that have the same price but different names. The names can be updated from the list view after clicking save viewing the list of copied options.

Pricing

  • Price: Enter a base price. All discounts will be calculated from this price. **Required
  • Tax Code: If tax is applicable, set the tax rate here. Cogran comes pre-loaded with the common tax rate of 6.5%. To change this option, contact support@cogransystems.com

Save

NEXT STEPS: Add this loan to a Registration Period to offer it for registration and to create times for rental