Contracts connected to your schedule
When you create a manual session or add an appointment directly to your calendar, the process of sending the contract was disconnected: you created the contract on one side and the session sat separately. No link between the two.
With this update, that changes. Now, when creating a contract manually, you can link it to a session or appointment already in your schedule that doesn't yet have a contract assigned.
How to link a contract to a session or appointment
The process is the same as before for creating a contract, with one added step:
- Go to Contracts → Signed and click "New contract"
- Select the contract template you want to use
- In the linking dropdown, choose "Session" or "Appointment" as appropriate
- A list of sessions or appointments without a contract will appear. Select the right one
- The client and package data fill in automatically
- Create the contract
If you don't want to link the contract to anything, just leave the option on "No link" and everything works exactly as before.
Package data in the contract: automatic
When you link a contract to a session or appointment that has a package assigned, the contract automatically includes a summary of the economic conditions, visible both on the client's signing page and in the signed PDF:
| Data | What it shows |
|---|---|
| Package | Name of the contracted package |
| Date and time | Date and time of the session or appointment |
| Base price | Package price |
| Included photos | Number of photos included in the package |
| Extra photo price | Price per additional photo (if applicable) |
| Deposit | Agreed deposit amount (if applicable) |
| Bundle tiers | Extra photo blocks with unit price (if applicable) |
You don't have to do anything: if the package has that information, it shows up automatically.
Session/appointment column in the contracts list
In the Contracts → Signed table you'll now see a column showing the linked session or appointment with its date. This lets you identify at a glance which job each contract belongs to without opening it.
When revoking, the session is freed automatically
If you need to revoke a contract that is linked to a session or appointment, you don't need to do anything extra. When you revoke it, the link is removed automatically and the session or appointment becomes available again to assign a new contract.
When is this useful?
- You have manual sessions (not created through the booking system) and want to send the associated contract
- A calendar appointment didn't have a package assigned when you created the contract and you want to fix that
- You want the signed PDF to reflect the job's economic details without typing them manually into the contract
- You need all your contracts linked to their corresponding sessions to keep everything organised
More information
Full documentation is available inside the app at Documentation → Contracts → Signed.
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