From your "Dashboard", select the booking for which you want to create a contract. In this case, we'll go into "Bookings" at the top of the page.
Choose the booking.
This will bring you into the "Booking Overview" for that particular listing. When you scroll down, you see the various drop-down cards associated with the booking.
Before creating a contract, make sure that you have filled in as much information as possible about the booking. What type of "DEAL" is it? Who are the "CONTACTS"? What is the ticket price? If you require additional information, perhaps you should send a "BOOKING DETAILS REQUEST" form to the promoter. You can find that card under "Collaboration" to the right of the page. Here's a link to how that works.
Assuming that the information has been filled in, you can now select "CONTRACTS" from the drop-down cards.
Then click on "Create new contract".
Now you're at the template page where you can see the "Contract receiver" (i.e. the promoter) and the "Contract sender" (you!). Optune will automatically fill in your/your company information to the right. Notice that you can also change your logo here.
Assuming you have already entered the information about the promoter into the bookings page, their information will appear to the left. If something is missing, simply type it into the respective field.
Scroll down and add a "CONTRACT ISSUE DATE" and a title.
Now it's time to consider the content of your contract. Optune provides you with a basic default template so that you can get an idea of what you might want to include. This template is entirely customizeable.
Notice that there are hashtags, such as in the first line of the template: "#receiverCompany", "#receiverName", etc.
Take a moment to scroll down and view the "Available hashtag-library".
These hashtags are meant to be copied and pasted into your template. They draw from the information that you have already entered into the booking overview, as we mentioned at the beginning of this tutorial.
When you place one of the available hashtags into the template, Optune will automatically REPLACE that hashtag with it's related information. For example, if you copy and paste "#receiverCompany" into the template, that hashtag will be replaced by the name of the contract receiver company (which is visible at the top left of the page).
In order to see which names and information will actually appear on the contract, you must click "Preview Print" at the top right of the page.
Now you see the "Contract Print" page which shows you how the template will appear when its printed.
Notice that the hashtags have been replaced with the corresponding information that you previously entered into that particular booking.
After you've reviewed the print format, you can either click "Print Contract" or "Close". When you select "Close", it brings you back to the contract template, and you can make adjustments as needed. Remember, each time you want to view your changes, just click "Preview Print".
If you feel comfortable with how the templates operate, then you can start considering how you want your contract to look, beyond the default setting. Optune offers you an easy-to-use toolbar so that you may add tables, number and bullet lists, different font colours, alignment options, etc.
Here's an example of how using the "Tables" feature (at the far right of the toolbar) can improve the overall organization and appearance of a template.
Upon finishing your contract, you must go to the top of the page and create a name for your new template by typing it into the field. This will save the template so that you can re-use it another time. This is also where you can access existing contract templates (and apply them to various bookings) once you've created them.
After you have entered the name of your template, remember to select "Update Contract" at the botton right of your screen. This brings you back to the "Booking Overview" for that particular booking/artist. You can then click on the "CONTRACTS" drop-down card, and you will see the contract template that you've just created. From here, you can go back into the contract to make changes, or "Create new contract".