Managing Contract Templates
Reusable contract text with variables filled in per client.
A template is contract text you write once and reuse, with placeholders that fill themselves in for each client.
How many you get
Templates are capped by plan: none on the free plan, two on Booked, unlimited on Complete. Worth knowing before you plan a library of them.
Managing them
Contracts, then the Templates tab. Each row shows the template name and when it was last modified, with actions to edit or delete.
Deleting asks you to type DELETE to confirm, and it cannot be undone — though contracts already created from a template are unaffected.
Writing one
Give it a Template Name and write the Body Content in the rich text editor.
Two tools sit alongside the editor:
The variable picker inserts placeholders for you. Use it rather than typing them.
Clause Library inserts pre-written sections, filtered by All, Pricing, Cancellation, Liability, Venue, Caution, Timeline and Custom. Preview before you Insert.
Variables
The format is double braces around a lowercase name: {{client_name}}, {{wedding_date}}, {{venue_name}}.
Get this exactly right, and use the picker to be sure. A placeholder with the wrong braces or the wrong case is not an error — it is text. It stays in the contract, goes out to the client, and ends up in the signed agreement reading {CLIENT_NAME} where their name should be.
What's available:
| Group | Variables |
|---|---|
| Client | client name, email, phone |
| Wedding | date, time, venue, guest count, planner name |
| Venue | name, address, phone, email, website |
| Contract | number, date, expiration date, today's date |
| Money | total, deposit, deposit due date, balance |
| Services | a summary of the package and add-ons |
A variable with no value yet keeps its placeholder rather than being replaced with filler, and fills in later once the value exists. That's deliberate: it means a deposit date set after the contract was drafted still appears correctly.
Using one
In the contract builder, Load from Template fills the body and substitutes every variable it can. Edit freely afterwards — you're editing the contract, not the template.
Editing
Changes to a template affect future contracts only. Anything already created from it stays as it was.
Tip: Write the template as though the couple will read it, because they will. Variables let you say "The {{client_name}} wedding on {{wedding_date}} at {{venue_name}}" and have it read naturally for everyone, instead of a generic "the Client" throughout.
Keep reading
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