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Client Portal

Last update 3 months ago
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How to assign a contract template to an individual Booking

If you want to add another contract to a booking, manually assign a contract template by editing the booking, go to the Files tab and click on Assign.

  1. From your dashboard, select the Bookings icon

  2. Choose the Booking you want to add another contract to, and click on the Ellipsis (3 dots) and select Edit.

  3. Click on Files.

  4. Click on Assign.

  5. Select Another Contract from the Dropdown menu under Contract Templates