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Bookings & CRM

Prepare a contract template

Create a reusable document and review it for each booking before sending.

Where to startWedCRM → Settings → Templates → Contract templates

Before you start

  • Have your approved booking terms ready.
  • Confirm which service the template applies to.

Step by step

  1. Create or open a contract template

    Use a clear name that distinguishes services or versions.

  2. Add the contract sections

    Enter the terms and supported client or booking fields. Keep headings easy to scan.

  3. Review variable details

    Check the fields used for names, services, dates and prices. Do not leave another client’s details in the template.

  4. Save the template

    Treat this as the reusable master, then create the actual contract from the appropriate job.

  5. Review the booking document

    Check the generated contract against the agreed quote before using the send controls. Sending is the step that makes it available to the intended client.

What happens next

You have a reusable contract template and a clear review step for each booking.

Helpful tips

  • Have the wording reviewed by an appropriate adviser before using it as your standard terms.

Troubleshooting

The document shows the wrong booking details

Correct the source job or document fields and preview again before sending.

By WedPlanned · From the in-app guide library

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