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Booking Calendar And Contracts If Customer Doesn't Create An Account

E
42 posts
Wed Apr 03, 19 7:51 AM CST
I have recently started using the booking calendar and contract feature. I'd like the client to book their session and then I can 'attach' the contract to their account for them to view and sign.

But, what if a client doesn't create an account? I can't figure out how to get them to sign the contract without an an account. Is there a way to force them to create an account when booking a service?
Edited Wed Apr 03, 19 7:51 AM by Erin Carrow
16,148 posts (admin)
Wed Apr 03, 19 11:27 AM CST
There is currently not an option to force them to create an account when booking a service unless it requires a deposit. Then they would create an account at checkout. You can create them an account in the People section of the admin.
Tim Grissett, DIA - PicturesPro.com
My Email Address: info@picturespro.com
225 posts
Mon May 10, 21 9:10 AM CST
Is there a way to create a link to a standard "portrait' client contract, that when they booking my services, they get a link in the "Confirmation" email.

I have always found the process and steps to create account to contract to booking to be clunky and I have to imagine it's because I am doing it wrong?

Is there a way Tim you invision it working?
Step 1- book date
Step 2 - create account
Step 3 -photographer send contract?

I would really LOVE to see it as this:
Step 1) Client books service and date
Step 2) confirmation goes out from booking with link IN (which I create) the email to go to contract

Is that possible? Has it always been possible?
The PINs and the Templates have me think that you have to create a NEW contract every time someone books.
16,148 posts (admin)
Mon May 10, 21 10:59 AM CST
A contract has to be created for each client. There is no global contract for anyone to sign.
Tim Grissett, DIA - PicturesPro.com
My Email Address: info@picturespro.com
4 total messages
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Category: Contracts
 
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