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Quick-Start Guide for Your Booking Tools

If you've ever found yourself toggling between a spreadsheet for pricing, a Word doc for contracts, and another app just to collect a deposit, you're not alone. Managing the business side of events can feel like a second job, and it pulls you away from the work you love.

That's exactly what Eventective's booking tools fix. From the moment a client reaches out to the second they sign and pay, everything lives in one place. And as an Eventective subscriber, you get these tools (and dedicated support) at no extra cost. 

Here are five things we recommend setting up: 

1. Your Logo

Upload your business logo once, and it automatically appears at the top of every contract you send. It's a small touch that makes a big difference—clients see a polished, professional document instead of a generic one. 

2. Your Services and Pricing

Rather than re-entering your offerings every time you build an agreement, you can create a library of preset services, packages, and costs. When it's time to put together a quote, you're selecting from a dropdown instead of starting from scratch 

Everything is customizable—you control the categories, the labels, the order they appear, and the pricing details—so your agreements reflect how your business works. 

3. Your Terms and Conditions

Paste your standard terms in once—cancellation policies, indemnification clauses, insurance requirements, whatever applies to your business—and they're ready to drop into any future contract with just a few clicks.  

You can personalize each agreement using template variables that pull in the client's name, event date, and your business name. You can even add "Initial Here" fields wherever you need them. 

4. Your Payment Processor

Connect your Stripe or Square account, and you unlock the ability to collect deposits and payments directly through Eventective. Clients can review, sign, and pay from any device.

5. A Call With Your Account Manager

This one's easy—but often the most valuable. Every Eventective subscriber has a dedicated account manager who can walk you through setup, answer questions, and make sure your tools are configured to fit your business. 

Log in to your Eventective account to start setting up your tools or reach out to your account manager to schedule a one-on-one call.

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