Within a Booking/Enquiry - Compiling and Sending a Contract

To begin working on a contract, you will need to head to the Contract tab in the booking or enquiry. The client and booking details will be automatically added to the contract already as well as the header, footer and any ‘Contract Sections’ (in this example - ‘Room Hire’).

> Click on ‘Edit Contract’ to make any changes.

  

> Once ‘Edit Contract’ is clicked, you are then able to add the clients' address as well as personalise/manually edit the body of the contract. You can also manually edit the header and footer or to use the default template as created in the Venue or Venue Group Level Settings, by clicking on ‘Fill in from Settings’.

  

> To customise the different sections of the contract, click on ‘Add Custom Section’ in the top right-hand corner. Once this is pressed a new blank section of the contract will appear at the bottom of the contract. You can then add in both a section title and the individual section details below this.

> To choose one of your preloaded sections from your settings(such as Room Hire in this example), Select ‘Import Section’ at the top right of the page and choose from a drop-down of your different selection. You can add as many sections as you want using a mixture of custom and imported and to delete, simply click the ‘Delete Section’ button. Once happy with the changes made, click on Done > Save

  

  

> Also contained within the contract will be any additional details, booking set up requirements, pre-orders, payments and any minimum spends added.


Signing a Contract

Both the Collins user and customer can e-sign a contract within Collins. To e-sign as a Collins user, select the dropdown list under ‘More’ and select ‘Sign Contract’.


Once clicked you will be able to enter your name to be printed onto the Contract. Once signed, the date and time will also be recorded and printed onto the contract.


See below how this appears on the contract. If you need to resign, you will be given a warning that once done, you may need to resend to the customer.

You can copy and paste the e-sign link at the top of the Contract tab into an email for the customer to sign. Simply copy, head to the Messages tab, compose and paste into the message box. See this guide to learn how to hyperlink the e-sign link into your email.

**Make sure to SAVE the contract before emailing out the link.** 

  


When the customer opens the link, they will see the below. The customer can read and check the contract before signing at the bottom.

  

  Once signed, the customer can download the contract immediately.

They will also be emailed a copy.

You’ll receive a notification under the Contract Signed section of your notification centre. There will also be a green tick next to the Contract tab of the enquiry. This will disappear once the notification has been cleared. You’ll also see the date and time the contract was signed in blue at the top of the Contract tab.

  

  

Sending or Printing a Contract 

Once a contract is completed, it can be printed by clicking on the Print button, downloaded straight to the device you are using as a PDF document by clicking ‘Download’ or attached to an email by selecting ‘Attach to Email’. When attaching to an email it will take you straight through to the messages section in Collins with the Contract already attached as a PDF document.

  

Please see an example of a contract below.

To see a video tutorial on compiling and sending a contract, please click here and watch from 01:28 - 04:39.




Enquiries Page FAQs

  1. TRAINING VIDEOS - your Enquiries page
  2. Collins Dashboard - Overview
  3. Collins Dashboard - Internal team notifications
  4. Enquiries Page - Enquiry List
  5. Enquiries Page - How can I see my Confirmed bookings?
  6. Enquiries Page - Sorting enquiries & bookings
  7. Enquiries Page - Booking Status Explained
  8. Enquiries Page - What does it mean to 'Take' an enquiry?
  9. Enquiries Page - Manually adding new enquiries
  10. Enquiries Page - Assigned to me/Assigned to anyone
  11. Enquiries Page - Search Bar
  12. Enquiries Page - Filtering enquiries & bookings
  13. Enquiries Page - How to use the filter tool [VIDEO]
  14. Enquiries Page - Download button
  15. Enquiries Page - CSV Download
  16. Enquiries Page - Downloading Large Enquiry Data Downloads
  17. Enquiries Page - Finding out which bookings were a 'No Show'
  18. Enquiries Page - Find a colleague's 'In Progress' enquiries
  19. Enquiries Page - Notification Centre Explained
  20. Enquiries Page - Keeping your Notification Centre up to date
  21. Enquiries Page - Notification Centre Explained [VIDEO]
  22. Enquiries Page - Email bounced notification
  23. Enquiries Page - Where do I see any 'Special Requests' a customer made when making an auto-confirm booking?
  24. Enquiries Page - Sent Messages
  25. Within a Booking/Enqiury - The DMN Reference Number
  26. Within a Booking/Enquiry - Customer Details
  27. Within a Booking/Enquiry - Saving a booking/enquiry
  28. Within a Booking/Enquiry - Can I manually enter a booking in 1 minute intervals? I.e. 19:04
  29. Within a Booking/Enquiry - Why can I only see the booking details and not the customer details for this booking?
  30. Within a Booking/Enquiry - Tag a booking with a Source (3rd Party, Over The Phone, From Email etc...)
  31. Within a Booking/Enquiry - Booking Details
  32. Within a Booking/Enquiry - Booking details tab [VIDEO]
  33. Within a Booking/Enquiry - Default Duration
  34. Within a Booking/Enquiry - Booking Prompts
  35. Within a Booking/Enquiry - Additional Details
  36. Within a Booking/Enquiry - Commission Box
  37. Within a Booking/Enquiry - Set Up Requirements
  38. Within a Booking/Enquiry - Booking Set Up Requirements [VIDEO]
  39. Within a Booking/Enquiry - Assign to Areas
  40. Within a Booking/Enquiry - Area Search/Smart Space Finder
  41. Within a Booking/Enquiry - Area Search/Smart Space Finder [VIDEO]
  42. Within a Booking/Enquiry - Adding internal or run sheet notes to a booking
  43. Within a Booking/Enquiry - Adding internal or run sheet notes to a booking [VIDEO]
  44. Within a Booking/Enquiry - Adding packages/pre-orders & minimum spends to a booking
  45. Within a Booking/Enquiry - Adding packages/pre-orders & minimum spends to a booking [VIDEO]
  46. Within a Booking/Enquiry - Allocating a seat number to your customer orders
  47. Within a Booking/Enquiry - 'Other Payment' - Recording payments not made using Collins Pay
  48. Within a Booking/Enquiry - Card Authentication and Other Payments [VIDEO]
  49. Within a Booking/Enqiury - Adding a minimum spend
  50. Within a Booking/Enquiry - Invoice/VAT Receipt
  51. Within a Booking/Enquiry - Invoices [VIDEO]
  52. Within a Booking/Enquiry - Sending emails to your customers
  53. Within a Booking/Enquiry - Sending attachments in emails
  54. Within a Booking/ Enquiry - Sending emails to your customers [VIDEO]
  55. Within a Booking/Enquiry - Stopping a follow-up email being sent to an individual booking
  56. Within a Booking/Enquiry - Remove customer requests from confirmation emails
  57. Within a Booking/Enquiry - Booking History
  58. Within a Booking/Enquiry - Booking History [VIDEO]
  59. Within a Booking/Enquiry - PRINT button (function sheets)
  60. Within a Booking Enquiry - Formatting Pre-orders on your Function Sheet
  61. Within a Booking/Enquiry - PRINT Button/Function Sheet (Dietary Requirements and Order Comments)
  62. Within a Booking/Enquiry - Duplicating/copying a booking once
  63. Within a Booking/Enquiry - Adding Bookings to Multiple Dates
  64. Within a Booking/Enquiry - Sections explained
  65. Within a Booking/Enquiry - Compiling and Sending a Contract
  66. Within a Booking/Enquiry - Contracts [VIDEO]
  67. Within a Booking/Enquiry - The importance of using Labels
  68. Within a Booking/Enquiry - Set yourself a reminder
  69. Within a Booking/Enquiry - Adding an Actual Spend/Guest Amount after the booking has taken place
  70. Within a Booking/Enquiry - Find a Customer
  71. Within a Booking/Enquiry - Customer Profile
  72. Within a Booking/Enquiry - Has the customer signed up to your newsletter?
  73. Within a Booking/Enquiry - How to update a customers marketing permission
  74. Within a Booking/ Enquiry- How to delete a booking/enquiry

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