NOTE: The hashtags work the same way for CONTRACTS and INVOICES.
________________________________________________________

By entering #'s in your contracts and invoices you can design your documents dynamically. This means, that by entering, for example, #venueName, the document will always show the name of the venue from the booking to which you apply the document.

This way, you can generate templates that adjust to each separate booking without having to write a new document every time - just apply the template.

Go to your Booking Overview. Scroll down until you reach the CONTRACTS & OFFERS card and select it. Then click on Create new Contract / Offer.


This is where you can create a contract for your booking and save it as template for future use, applying it to other bookings. 

For the purpose of learning about the hashtags, we won't worry about creating a proper contract now. We'll simply focus on explaining how the hashtags function. Click on the following applicable words to view our FAQ's about creating contracts and offers.

Now, scroll down until you reach the Available hashtag-library. You can see the hashtags that Optune offers on the left, and on the right is a brief explanation of what each hashtag will display in your document. 

 To show you exactly how this works, highlight and copy the first hashtag #artistName. 

Now scroll up to the document creator, delete the default text, and paste the hashtag there. Repeat this step with the next two listed hashtags, and then click on PREVIEW PRINT at the top right of your page.


Here you can clearly see what your document will look like when printed (or as a pdf). 

MOST IMPORTANTLY, NOTICE HOW THE HASHTAGS HAVE BEEN REPLACED BY THEIR CORRESPONDING INFORMATION. THIS INFORMATION HAS BEEN TAKEN DIRECTLY FROM THE BOOKING.

The hashtags #artistName, #bookingDate, and #startPlayTime have been replaced by the correct information.

NOTE: There are three specific hashtags in the Available hashtag-library that are slightly more complex. Let's review them by returning to the contract creator. Click Cancel on the print preview, and then Close on the Contract Print page.

Now scroll down through the hashtag-library until you reach: #schedules #lineup #additionalInfo


These hashtags refer to the Itinerary section of your Booking Overview. The first one, #schedules, may represent the Get in, Sound check and Dinner times associated with the booking. You can assign whichever task and time you like, but it's important to keep track of the order of them (i.e., Get in is first, Sound check is listed secondly, etc.)


When applying any one of these three hashtags to your contract, you must follow each hashtag with its corresponding number so that each item is transferred accordingly. In this case, #schedules[1] will become Get in, #schedules[2] will become Sound check, and #schedules[3] will become Dinner. 

To show it in practice, let's return to our document creator and enter the three hashtags, manually adding the square brackets and numbers to the end of each one. Then, as before, click on Preview Print at the top of the page.

 Once again, see how the hashtags have been replaced by the information that you previously entered into your Booking Overview, and that they are displayed as an itemized list.

 With this knowledge of how Optune's hashtag system operates, you can now begin creating your customized contracts and offers. When you save those documents as templates, and apply the templates to other bookings, the hashtags will represent the information from the particular booking for which you're creating the new contract or offer. 

Did this answer your question?