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How to Automate Your Agreements and Payments

Be honest: how many times have you sent a follow-up that went ignored, manually updated a booking status, or spent weeks waiting on a late deposit? If that sounds familiar, you're in the right place.

Spending lots of time chasing signatures and payments is one of the most draining parts of running events. But it doesn't have to be that way. With Eventective's e-signature requests and automated payment reminders, the system follows up, so you don't have to. 

Here's what's possible with Eventective in your back pocket:

Agreements That Close Themselves

No printer? No scanner? No problem. You can ask your clients to e-sign agreements directly from their phone or computer. 

But the really satisfying part happens when you send the agreement: the event status automatically updates to Tentative. And the moment your client signs, it switches to Booked without you having to make any manual updates. The system keeps everything moving. 

A Payment Schedule That Runs on Autopilot

Once you're connected to Stripe or Square, you can build a payment schedule for any event and let Eventective handle all your reminders.  

Set up your payments however you like (a 50% deposit, a final balance, whatever fits your business). Then, pick your due dates and choose when you want automated reminders to go out: 14 days before, 7 days before, and/or right on the due date. Your client receives a secure credit card payment link each time, right on schedule.

And if you ever need to request a payment outside of the schedule, you can send a one-off request manually, and your client gets the link instantly. 

We've Got Your Back

Learning these tools might feel a little daunting the first time, but it saves hours of admin work down the road. 

If you want a hand setting up your payment reminders or walking through your first e-signature request, we can help. Your dedicated account manager is always available to hop on a quick call and set it up with you.

Log in to your Eventective account and let the system do the heavy lifting for you. 

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