Some packages or add-ons may need different contract terms than your standard agreement. For example, an open bar package might need liquor liability language that doesn't apply to your other services. Custom terms let you add package-specific sections that only appear when that package is booked.
Creating Custom Terms
Manage → Business Settings → Terms
Go to Contract Terms.
Click Create Optional Section.
Give the section a descriptive name (e.g. "Open Bar Liability").
Set a token (letters and underscores only, no spaces or dashes).
Assign the packages or add-ons these terms apply to.
Write or paste the custom terms in the text box.
Save your changes.
Tokens can only use letters and underscores. No spaces or dashes.
Adding the Token to Your Main Terms
After saving, you need to place the token in your main contract where you want the custom terms to appear. Copy the token from the optional section list and paste it into the body of your main terms.
How It Works for Clients
When a client books a package that has custom terms assigned, those terms automatically appear in their contract. If the package doesn't have custom terms, that section is simply hidden.
Watch: Dynamic Contract Terms
Custom terms are covered starting at 5:55 in this video.