Sending a contract to sign online

On the Complete plan, a couple's contract is written from your own template, sent from the wedding, and signed online. The signed copy is kept with the wedding.

Before the first one: your template

Go to Templates and open the Contracts tab. Open the contract there, or press New contract, and put in your own wording: paste it from your Word document if you have one. Tap a field in the list to drop in the couple's names, the package, the total and the payment schedule, which are filled in for each couple. Ours is a starting point, not legal advice, so have a solicitor look over yours.

Sending it

1. Open the wedding. On the Overview, find the Contract panel in the right-hand column. It is on Notes & files too.
2. Press Send a contract.
3. Say who signs, what they are booking, and what they pay and when: a deposit on signing, then the balance, or add more payments.
4. Press the send button at the bottom. Each partner gets their own link by email.

The wedding's Business tab shows where the contract stands once there is one, but it is not where you start one.

Can't see the Contract panel?

• The wedding is still an enquiry. The panel shows once the wedding is in planning. Change it in the wedding's Settings, or go the sales way: from Enquiries, send a proposal, and when the couple accept it the contract follows by itself.
• You are on the Planning plan. Contracts and invoices are part of Complete.

Signing

Each partner opens their link, reads the contract, types their name and agrees to sign electronically. You are told when they have. Then open the contract, type your full name, tick the box and press Countersign and send copies. Everyone gets the signed PDF by email. Every signature records the name, the time, the browser and a fingerprint of the contract, listed on the PDF's certificate page.

A sent contract never changes. To change the terms, open it, press Void it, say why, and send a new one.

A contract signed elsewhere

A Word or PDF contract can't be uploaded and sent for signing as it is: contracts signed online are always written from your template, so each one carries the couple's details and the signing record. If a couple already signed a paper or PDF contract with you, press They have already signed elsewhere in the Contract panel, add the signed copy under Notes & files, and raise their invoices from the same panel.