Form and contract templates

Clients > Forms & contracts holds your templates. A form asks questions. A contract has terms and ends with an e-signature.

Your studio starts with ready-made templates: Session agreement, Model release, Session questionnaire, Wedding or elopement timeline, Branding session brief, Listing details and Pet session info. They're yours to edit.

Making a template

1. Click New contract or New form.
2. Give it a title, pick a group, and add a short description for yourself.
3. For a contract, write the terms. Placeholders like {clientName}, {sessionDate}, {totalPrice}, {depositPaid} and {balanceDue} fill in from the client and booking when you send it.
4. Add questions. Types include short answer, paragraph, email, phone, number, date, dropdown, multiple choice, checkboxes, yes or no, and section headings. On a contract these are extra fields filled in before signing.
5. Click Save.

Editing a template never changes what you've already sent. Each client keeps the version they were sent.

Sending contracts automatically

On a contract, tick Send automatically when someone books. It then goes to every client when their deposit is paid, and when you add a session by hand with the contract box ticked. The Session agreement has this on from the start.

Tidying up

• Duplicate makes a copy to change.
• Untick Active to hide a template from the send menu.
• Delete removes a template that was never sent. Once it has been sent, the button says Archive instead: it's hidden and stops sending automatically, but past copies stay. Show archived brings archived templates back into view.

Groups

Templates are shown in groups, such as Contracts & releases, Questionnaires and Planning. Click Manage groups to rename, reorder or delete a group, or type a name and click Add group. A group must be empty before you can delete it. To move a template, pick a group next to it and click Move.

The tabs at the top show Everything, only Contracts, only Forms, or what's Waiting on clients.