A contract is a document you can require your clients to sign in addition to the online waiver when they are booking an Event or buying a Purchase Option. A contract can be used to outline specific terms to which clients must agree.
On the Contracts page of a client’s profile, you can view detailed information of all the contracts associated with that client. You can also print or email a contract and request a client signature on a contract.
For more information, see Contract variables.
In this article:
To view a client’s contract:
- On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
- In the list of clients displayed, click the client’s name.
- On the side menu, click Documents.
- On the Documents menu, click Contracts.
Headings on the Contracts page
|Purchase Option||The name of the Purchase Option for which the contract is signed.|
|Created||The date the contract was added to the client profile.|
|Source||The reason the contract needed to be signed. The possible sources are:|
|Status||The status of the contract. The possible statuses are:|
|End Date||The expiration date of the Purchase Option or Event associated with the contract.|
|IP Address||The IP address of the user who signed the contract.|
|Action||Click the Action button [image] in this column to open the menu. From the menu:|
Advanced filters on the Contracts page
|Status||Use this filter to determine which contracts to include based on the Purchase Option status.|
|Purchase Option Types||Use this filter to determine which contracts to include based on the type of Purchase Option to which they are associated.|
|Source||Use this filter to determine which contracts to include based on the source of the contract.|