Manage Contract Templates and Event Contracts
Search: Manage contract templates, default event contracts, import and edit event contracts
Summary
FlowerBuddy lets you build a reusable library of contract templates, assign them as defaults for new events, and customize contracts within individual events without affecting the original templates.
Instructions
Go to Event Settings and open the Contract tab.
Enable or disable contracts by default for newly created events if needed.
View your contract template library, including each template's name and description.
Select the pencil icon beside a template to edit it.
Edit the template name or description as needed.
Add, remove, reorder, or edit contract sections. Each section can include an optional heading and a body.
Click Save when you finish editing.
Reorder templates in the library by dragging and dropping them.
Use Add to defaults to include a template in the default contracts for new events.
Reorder default contracts and use Preview to see how they will appear when combined.
Remember that template names and descriptions are for internal reference only. Only section headings and section bodies appear in the final contract.
Within an event, open the Details tab and scroll to the Contracts section.
Enable or disable contracts for that event.
Create a new contract from scratch or select Import to add a template from your contract library.
Use Preview to review the client-facing contract.
Reorder or edit contracts for the event as needed.
Edits made to a contract within an event only apply to that event and do not update the template or other events.
Changes made to contract templates only affect future events that use those templates and do not update existing events.
