Sign in Start free

Write contract templates with placeholders

Plan: Free and Venue. Sending contracts needs the Venue plan Who: Owners and managers see the Settings item. Event coordinators and above can write templates through the app. Checked against the app on

The short answer

Open Settings, then Contract templates under Event setup, and press Write a template. Write your agreement once, use the Put in buttons for the client name, event date, event name and venue name, and start every contract from it.

Write a template

  1. Open Settings in the left rail, then Contract templates under Event setup.
  2. Press Write a template. Give it a Template name, for example “Wedding agreement”.
  3. Write your agreement in The contract. To fill in details, press a button in the Put in row, or type the placeholder by hand.
  4. Press Add this template. To change it later, press its name, or open the row menu and choose Edit this template.

The four placeholders

PressTypeFilled in with
Client name{{client_name}}The client name on the contract, or the event’s customer.
Event date{{event_date}}The event’s start date, in your venue’s date format.
Event name{{event_title}}The event’s title.
Venue name{{venue_name}}Your venue’s name from Settings.

Start a contract from a template

  1. Open the event, press More, then Contracts, then New contract.
  2. Choose the template in Load from template. The text is copied in and the placeholders are filled in at that moment.
  3. Check the text, then press Create contract. See Send a contract for signature.

What it does not do

  • Placeholders are filled in once, when you load the template. If you change the client name afterwards, edit the text or load the template again.
  • Anything else in braces stays as you typed it, and a missing value becomes blank.
  • The template picker shows only when you create a contract, not when you edit one.
  • A contract is plain text. There is no formatting, image, table or attachment.
  • Deleting a template does not change contracts already written from it.
  • The contract editor’s own hint lists three placeholders. A fourth, the venue name, also works.

Common questions

Can a Free venue write templates?

Yes, but a Free venue cannot create contracts to use them. Contracts need the Venue plan.

Does an automation use my templates?

Yes. The automation step “Send a contract” is made from one of your templates and goes to the client as soon as it runs, without a review step.

Related