Once you’ve finalized details of an event with your customer and are ready to send a contract, you can open the private event detail page for the inquiry and click the green “Generate Contract” button.
You can also set a Default Contract Type so you can make this as seamless as possible.
You will be taken to the edit contract page. On the left hand side are details pulled in from the private events detail page. To edit these, just click the Close button and edit the details per the instructions for viewing and editing inquiries.
On the right hand side of the page, you can add any attachments you’d like to include, such as an agreed upon menu, a rider, or other pertinent documents. Below that, you can check the boxes for Menu, Fees, or Venue Rental. Check each of these boxes to add further information to the contract about food and beverage details, fees incurred, or venue rental charges.
Below that, you can include amounts for gratuity and tax, apply a discount on the overall cost, and specify the percentage of the total required for deposit.
Once all details are finalized, click “Save & Preview” to view the contract.
The contract will appear in a new tab where you can review it. On the right hand side, under the Payment Information heading, your customer will be able to enter their credit card information and submit their agreement and deposit to be processed using the default processor set under your payment Integrations. At this point the contract is live; if you copy the URL you can send it directly to your customer.
Once you’ve viewed the contract and made any necessary changes, you can click “Send Contract” to generate an email that will go out to the emails specified in the “Email” and “Additional Contact Emails” fields on the event details page. Clicking “Send Contract” will automatically change the status from “Open” to “Contract Sent.” Your customers will receive an email with a link to the contract. When they enter their payment details and click on “Agree & Submit,” they have signed the contract. At this point the event status will automatically change from “Contract Sent” to “Booked” in the back end. It can be marked “Completed” manually once the event has taken place.