Set up a contract template

Why this matters

A template is your contract with the client-specific parts left as blanks. Names, dates, venue and totals fill themselves in from the event, so sending a contract becomes one click instead of a careful find-and-replace at midnight.

Do this

1. Open Documents → templates
   Home → Set up a contract template goes there.
2. Start from your existing contract
   Paste in the one you already use. You do not need to rewrite it — you are turning it into a template, not drafting from nothing.
3. Replace the client-specific bits with fields
   Names, date, venue, package, total. Everything else stays as your own wording.
4. Save it
   You can keep more than one — a wedding contract and a corporate one behave differently enough to be worth splitting.

You’ll know it worked when

At least one contract template is saved.

If it doesn’t go to plan

We do not supply contract wording, and would not be doing you a favour if we did. Terms are a legal matter in your state and for your trade — use your own, or one your trade association provides.

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