Contract Defaults Settings

Pre-fill new contracts with your preferred terms using global and per-event-type defaults.

2 min readContracts

Contract Defaults let you pre-configure the fields that new contracts start with, so you spend less time filling out the wizard.

Accessing Contract Defaults

Go to Dashboard > Settings > Contract Defaults.

How Defaults Work

When you create a new contract, the wizard pre-fills fields from your saved defaults. You can still change any value in the wizard — defaults just set the starting point.

Scope Levels

Defaults are organized into a cascade of scopes, from broadest to most specific:

ScopeDescription
GlobalApplies to all new contracts
By Event TypeOverrides global defaults for a specific event type (Wedding, Corporate, etc.)
By Performer NameOverrides for a specific performer name you use
By VenueOverrides for a specific saved venue
By ClientOverrides for a specific client

More specific scopes override broader ones. For example, if your global deposit is 50% but your Wedding event type sets 25%, new wedding contracts start with a 25% deposit.

Configurable Fields

Defaults are organized into groups:

GroupFields
Timing & LogisticsStart/end times, breaks, arrival lead time
Payment TermsDeposit percentage, balance due date, payment methods
CancellationCancellation preset, windows, penalty percentages
Equipment & RepertoirePA system, client provides, repertoire, song requests
Recording & LegalRecording permission, governing law state
OvertimeOvertime rate, auto-calculate, multiplier
MealsMeal provision, meal count, meal buyout rate
Travel & FestivalTravel fee, set length, outdoor/public flags, buyer type
RiderDefault rider text (appears as Exhibit A)

Smart Suggestions

When you first visit Contract Defaults, the system analyzes your existing contracts and suggests values based on your most common settings. Accept suggestions individually or dismiss them.

Provenance Indicators

Each field shows where its current value comes from — whether it is set at the current scope, inherited from a parent scope, or using the built-in default. This makes it easy to see which values you have customized and which are inherited.

Common Questions

Do defaults change existing contracts?

No. Defaults only affect new contracts created after the setting is saved.

What happens if I set both global and event type defaults?

The event type default overrides the global default for that field. Any field not set at the event type scope inherits from global.

Can I reset a field to its default?

Yes. Clear the value at the current scope and it will fall back to the parent scope or built-in default.

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