How to create and send contracts in Band Pencil

05 Apr 2020 // 2 minute read

#support


To add a contract to an event, you first need to add contracts to your account. 

  1. Navigate to the Event Settings Page and make sure the contracts option is set to on.
  2. Click New Contract and enter a contract reference and the contract text.
  3. Click Add and the contract should now appear in the table.

Once you have added a contract to your account you can assign it to an event.

  1. Navigate to an event where you would like the contract to appear.
  2. Click Client Settings in the top right hand corner.
  3. Make sure Electronic Contract Status is set to On and then select the contract from the list.
  4. Click Save and the contract will now be attached to that event.

Sending the contract to a client

There are two ways to send a contract to a client.


1) Copying the link
On the event page click Client Portal button. From here you can copy the shared link and send it to your client. Please note, for the client to sign the contract from this link you must have entered the clients email address and they will need to confirm their email address.

2) Emailing the client
Click Email Client and tick Include a link for the client to access the Client Portal. Complete the subject and email body and then send.

The next two steps are what the client needs to do. Once they receive the email it will include a link for them to view the client portal. They then need to click Review & Sign in the top right corner.

The client then needs to agree to the terms and sign the contract. Once the contract is signed we save it to the event (so it can't be edited), convert it to a PDF and email both parties for future reference.


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