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Setting up agreement templates

About this article
This article helps setting up the agreement templates in your account and helps you creating customized agreement templates. Your account comes with a number of default templates in various languages you can assign as default for every artist, or use this as a starting point to create your own templates.
 
 
Assigning agreement templates
You can set template for each artist in your account. Click on a desired artist at the left side of the page, click "Settings" at the top right and click "Agreement settings".
 
Apply letterhead
This option is enabled by default. You can setup your business identity in your Account settings. Follow the link on the Agreement settings page to setup your business identity.
 
Ask for initials on every page
Ask the contractant to sign every page of the agreement.
 
Agreement
Select a default agreement as default for this artist. If you want to use your own agreement template, please read the next section first.
 
Riders and attachments
You can upload multiple PDF files, like a technical or hospitality rider. These files, and the agreement, will be attached to e-mail you can send to the promoter / client. 
 
 
Custom templates
Open Account Settings, "Business identity and templates". Scroll down and click Add in the "Agreement templates" section on this page. In the popup select an existing default or custom template as starting point for your new template. You can also choose to start with an empty document.
 
You can use the data fields listed at the bottom of this article in your custom template. These fields act as placeholders and will be replaced with the true values stored in the gig when the agreement is generated. Please read the last sections of this article about the available fields, date formatting and if constructs.
 
Template name
You can set the name of your template at the top of the window.
 
Localization
At the bottom left in the window you can select the locale for your template, required if your using date functions with day and month names.
 
Custom text style formatting
You can do some basic style formatting, like bold, italics and headers, in the editor, but the styles are defined in the style sheet of the template. You can edit the style sheet if you like, but you must be familiar with html and css! If you are the read on...
 
In the default style sheet we've provided the required font types and sizes for the header style and body text. Those are declared in the style section of the template and are not visible in the template editor interface. You can declare styles in the source of the template.
 
To edit the source, open the template editor of your custom template and select "Source" from the "Tools"-menu.
 
 
Template data fields
You can use the fields listed here. Include the double open and close brackets.
 
General agreement and gig fields
{{agreement_number}}
{{agreement_date}}
{{agreement_comment}}
{{agreement_status}}
 
{{performance_start}}
{{performance_end}}
 
{{artist_name}}
 
{{event_date}}
{{event_publish_date}}
{{event_is_private}}
{{event_name}}
{{event_description}}
{{event_website}}
{{event_tickets}}
{{event_phone}}
 
Promoter/client fields
{{promoter_name}}
{{promoter_contact}}
{{promoter_address}}
{{promoter_state}}
{{promoter_postal}}
{{promoter_city}}
{{promoter_country}}
 
Venue data
{{venue_name}}
{{venue_address}}
{{venue_state}}
{{venue_postal}}
{{venue_city}}
{{venue_country}}
 
Fee general
The currency and tax set in the gig
{{fee_currency}}
{{fee_tax}}
 
Booking fee
The amount of booking fee
{{fee_booking_fee}} (excluding tax)
{{fee_booking_fee_tax}} (tax value, if applicable)
{{fee_booking_fee_taxed}} (fee including tax)
 
Artist fee
The total amount of all group members
{{fee_artist_fee}} (excluding tax)
{{fee_artist_fee_tax}} (tax value, if applicable)
{{fee_artist_fee_taxed}} (fee including tax)
 
Total fee
Sales price including booking and artist fee.
{{fee_total_fee}} (excluding tax)
{{fee_total_fee_tax}} (tax value, if applicable)
{{fee_total_fee_taxed}} (including tax)
 
Data from your account settings
{{account_name}}
{{account_contact}}
{{account_address}}
{{account_state}}
{{account_postal}}
{{account_city}}
{{account_country}}
 
 
Formatting dates
Applies to: {{agreement_date}}, {{performance_start}}, {{performance_end}}, {{event_date}}, {{event_publish_date}}
 
Date fields can be formatted with the date_format() function with some parameters according to this syntax:
{{[date field name]|date_format("[parameters]")}}
 
The available format parameters are listed below.
 
Example
{{agreement_date|date_format("%A %e %B %Y")}}
Output: Thursday 12 November 2015
 
Format parameters
Format Description Example
Day --- ---
%a An abbreviated textual representation of the day Sun through Sat
%A A full textual representation of the day Sunday through Saturday
%d Two-digit day of the month (with leading zeros) 01 to 31
%e Day of the month, with a space preceding single digits. 1 to 31
%j Day of the year, 3 digits with leading zeros 001 to 366
%u ISO-8601 numeric representation of the day of the week 1 (for Monday) though 7 (for Sunday)
%w Numeric representation of the day of the week 0 (for Sunday) through 6 (for Saturday)
Week --- ---
%U Week number of the given year, starting with the first Sunday as the first week 13 (for the 13th full week of the year)
%V ISO-8601:1988 week number of the given year, starting with the first week of the year with at least 4 weekdays, with Monday being the start of the week 01 through 53 (where 53 accounts for an overlapping week)
%W A numeric representation of the week of the year, starting with the first Monday as the first week 46 (for the 46th week of the year beginning with a Monday)
Month --- ---
%b Abbreviated month name, based on account language Jan through Dec
%B Full month name, based on account language January through December
%h Abbreviated month name, based on account language (an alias of %b) Jan through Dec
%m Two digit representation of the month 01 (for January) through 12 (for December)
Year --- ---
%C Two digit representation of the century (year divided by 100, truncated to an integer) 19 for the 20th Century
%g Two digit representation of the year going by ISO-8601:1988 standards (see %V) Example: 09 for the week of January 6, 2009
%G The full four-digit version of %g Example: 2008 for the week of January 3, 2009
%y Two digit representation of the year Example: 09 for 2009, 79 for 1979
%Y Four digit representation for the year Example: 2038
Time --- ---
%H Two digit representation of the hour in 24-hour format 00 through 23
%k Two digit representation of the hour in 24-hour format, with a space preceding single digits 0 through 23
%I Two digit representation of the hour in 12-hour format 01 through 12
%l (lower-case 'L') Hour in 12-hour format, with a space preceding single digits 1 through 12
%M Two digit representation of the minute 00 through 59
%p UPPER-CASE 'AM' or 'PM' based on the given time Example: AM for 00:31, PM for 22:23
%P lower-case 'am' or 'pm' based on the given time Example: am for 00:31, pm for 22:23
%r Same as "%I:%M:%S %p" Example: 09:34:17 PM for 21:34:17
%R Same as "%H:%M" Example: 00:35 for 12:35 AM, 16:44for 4:44 PM
%S Two digit representation of the second 00 through 59
%T Same as "%H:%M:%S" Example: 21:34:17 for 09:34:17 PM
%X Preferred time representation based on locale, without the date Example: 03:59:16 or 15:59:16
%z The time zone offset. Example: -0500 for US Eastern Time
%Z The time zone abbreviation. Example: EST for Eastern Time
Time and Date Stamps --- ---
%c Preferred date and time stamp based on locale Example: Tue Feb 5 00:45:10 2009for February 5, 2009 at 12:45:10 AM
%D Same as "%m/%d/%y" Example: 02/05/09 for February 5, 2009
%F Same as "%Y-%m-%d" (commonly used in database datestamps) Example: 2009-02-05 for February 5, 2009
%s Unix Epoch Time timestamp Example: 305815200 for September 10, 1979 08:40:00 AM
%x Preferred date representation based on account language, without the time Example: 02/05/09 for February 5, 2009
Miscellaneous --- ---
%n A newline character ("\n") ---
%t A Tab character ("\t") ---
%% A literal percentage character ("%") ---
 
 
Conditions (if construct)
This feature allows for basic conditional output of text by using the following syntax:
{% if [expression] %} [output] {% endif %}
 
Example
{% if event_is_private %}
This event is by invitation only.
{% endif %}
 
Output: This event is by invitation only.
 
 
 
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