Sending a Rental Agreement and Returning an Instrument
Send the family a rental agreement to sign, then return the instrument when they're done.
Last updated: October 13, 2026
- 1
Customize the agreement (optional)
From Rentals, click Agreement template (admins — the page heading is Agreement Template). Edit the Agreement terms, use Insert a placeholder (Studio name, Family name, Instrument, Serial number, Accessories, Estimated value, Monthly fee, Deposit, Start date), check the Live preview, then Save. You can Reset to default anytime.
- 2
Generate and send the agreement
On the family's rental, click Generate agreement, review the Rental Agreement preview, and click Send to family. Status moves from Not sent to Sent, then Viewed or Accepted / Declined. Use Resend or Void if you need to start over. After a decline, generate a new agreement.
- 3
The family signs
The family opens the link, reviews the Instrument Rental Agreement, enters their name under Type your full name to sign, and taps I Agree & Accept. You can later open it with View signed agreement.
- 4
Return the instrument
When the family brings the instrument back, click Return. The dialog is Return rental — This cannot be undone. Under Refund, choose Return without a refund or Refund remaining days (you'll see an estimate such as Refund about $X, or No prorated refund is available). Optionally set Condition in (optional) (placeholder Select condition), then click Return Rental. The rental is marked Returned.
Tips
- You can still activate a rental without a signed agreement — MusicDesk warns you first. Sending the agreement before Activate & Bill is the cleaner path.
- Pending rentals you no longer need can be removed with Delete before they're activated.