A Contract is a Booking that is directly set up with a School or Organisation. Contract Bookings are similar to Standard Bookings in terms of app functionality, but they do not have registers, as these are usually handled by the School or Organisation themselves. Similarly, Contracts do not require Customers to use the Booking Site, as they will already be booked onto the course via their School or Organisation.

You can create a new Contract by navigating to 'Bookings > Contracts > Create New'. Once you have done this, you will be able to enter information such as the Start and End date and which Organisation your Contract is with.

Before you press 'Save' to create your Contract, you can Save it as a Template to make things easier when creating a new similar Contract. You can do this by clicking the 'Save as Template' button next to the 'Save' button. Then when creating a new Contract, simply click the green 'Use Template' button on the top right-hand side of the page and select the Template you have created.

The options under 'Default Session Prices' relate to the Session Types that are set up on your account. For example, if you have a Session Type called “After School Club”, in the 'Contract Details' page you will be able to set a price for each individual "After School Club" that an Individual books onto. Alternatively, ticking the 'Contract Pricing' box allows you to set the price of a Session Type as a whole, rather than per session.

Blocks are set up in the same way as a Project: they encompass a certain date range that Sessions will take place within. Typically, our users set up Blocks per Month or Terms (i.e one Block for Autumn Term and another for Spring Term etc.). Please feel free to use Blocks in whichever way suits you best, there is no 'correct' way to use Blocks.

A new Session of a Contract is set up the same way as any other Booking ('Sessions Tab > Create New') However, it is important that each Session is categorised as the appropriate Session Type. For example, a Girls Rugby Session would be part of a 'Rugby' Session Type, and a Painting Class would be under an 'Arts and Crafts' Session Type.

You can set up Session Types by navigating to 'Settings > Bookings > Session Types'. Here you can add and edit Session Types.

A Session is then categorised as part of a Session Type in the drop-down folder 'Session Type' that you must fill out when creating a new Session. A Session is then created by pressing the green '+' Button.

For internal tracking purposes, you are able to generate Invoices. When you navigate to the Finance Tab, you will be able to select from different Invoice Types from the drop-down menu. Here's what each one means:

Booking: Choosing this option generates an Invoice that covers the entire Contract. For example, if you have a Contract that lasts a year, a Booking Invoice would invoice for all of the sessions within that year-long period.

Blocks: When you choose this option, an Invoice will be generated that covers every session in a certain Block. If you choose multiple Blocks, the information will be collated to one Invoice. For example, if you have 4 Blocks, you can send a single Invoice for 2 Blocks at a time by ticking them and pressing 'Save'

Contract Pricing: When the 'Contract Pricing' box is ticked in the Contract Details Tab, you can then send a Contract Pricing Invoice. This allows you to Invoice for the Contract Price of a certain Session Type. You can change a Session Type's Contract Price in the 'Contract Details' tab.

Other: You can set this yourself, will not be automatic or pulled from anywhere

There are three areas that an invoice will look for Pricing information.