Step 5: Set Up Your Booking Tools

Before you start sending contracts and processing event payments, there are a few important things we recommend setting up to make the process easier, quicker, and more efficient. 

Business Logo:

Start by uploading your business logo to your agreements. Log in to your Eventective account, select ‘Settings,' then ‘Business Logo.’

Click the ‘Browse’ button and upload the logo file. Your logo will now be added to the top of any agreement you send.

Term Templates:

Next, you can set up your Term Templates to reuse terms for multiple agreements. 

Return to ‘Settings,' then ‘Response Templates.’ Select the ‘Agreement Terms’ tab.

Create a new template and fill in your content. Insert Template Variables to personalize your terms. Select the pencil icon to add ‘Initial Here’ fields to any of your terms. Once your terms are updated, click ‘Save.’ 

Here are some example terms to get you started.

Your template(s) will now be selectable in the Agreement Builder.

Billable Items:

Then, you can set default billable items to avoid re-entering common charges in your agreements.

Return to ‘Settings,' then ‘Manage Items.’

 Click on the ‘Add Item Category’ button. Type in your Item Category. Toggle the ‘Active’ switch to ‘Yes.’ Then select ‘Add Default’ to start adding your default billable items.

Enter your billable item details. Then click ‘Save.’ Continue adding any additional default billable items within your new category. Once everything has been saved, you can now add these billable items in the Agreement Builder.

Payments:

Connect your Eventective account to an existing Stripe or Square account or create a new one. If you have an existing Stripe or Square account, you can follow these steps:

Log in to your Eventective account and click ‘Settings.’ Click on ‘Accept Customer Payments.’

Select the ‘Connect to Stripe or Square’ button and complete your account connection.

Note: The standard processing fees for both Stripe and Square are 2.9% + 30¢ per transaction. Eventective’s processing fee is 0.3% per transaction.

Interested in learning more? Watch the video below or explore our FAQs:

• Agreements
• Payments