One of our most popular features is the ability to customize and automate your Documents within Muzeek.
Templates that you create will dynamically adjust with Booking information as you work, and can easily be amended on the fly to send out, depending on your preferences.
This includes legally binding Signature Contracts powered by our partner signNow, which you can customize to match your desired clauses, headers and settings.
Creating Document Templates
Head to your Muzeek Settings
Select the Templates tab
Create a new Template by clicking the large '+' option (we've also preloaded some Templates for you which you can edit immediately!)
Select the type of template you are creating; each have their own unique features, such as Contracts requiring or Advance Questionnaires that others can fill out:
Once you've chosen a new template, it's time to populate it with detailed information. These templates are entirely customizable and be can tailored to suit your business with as much detail required.
Any of the ones you choose to star as "Default" will appear automatically in your booking Drafts when you create them in anticipation of you using it, such as a Contract or Tech Specs you'll always use for bookings:
You can even upload PDFs to store if you'd like.
When you create a booking (or receive one), simply add any of these templates into a booking via the Documents folder on the booking screen, and watch the magic happen!
You can also track any updates in the "Messages" section with time-stamped edits.
Automated Sections for Contracts
The top section of each template is typically reserved for the "Booking Summary" and/or information that will automatically populate into each template when it's used in a booking. Usually this includes the Event name, who the booking is with, contact information, dates, set times and deal terms.
For example, in a Signature Contract, you can customize the Booking Summary title headers, such as "Agency" or "Account Type" so they match your desired fields when you send it out:
(The grey text will automate to whoever is in the booking the Contract is attached to, using the Booker Offer's information.)
Here's how the automated sections will populate from a booking offer as you work - simply attach the Signature Contract or document template you want to use, and the primary information will automatically appear:
You can also edit or adjust any document ad hoc within a booking, while preserving your template within settings.
Below this automated section, you can add your own terms such as:
Responsibilities of the Artist and/or Agency
Termination clauses
Promotion and Publicity term
Special Conditions
Remember! Muzeek provides users with a stock standard 'boiler plate' example template only, that can be edited/removed. Is to be used a guideline only - Muzeek takes no responsibility for the terms and clauses of your agreements.
Your contracts can then be signed by the other contracted party, including your own team, as Contracts have the option to be single sided or double sided signatures.
With Muzeek's "one-click" Contract signing powered by signNow, getting your paperwork signed by others is a breeze also. Click here to find out more.
Automating Worksheets with Advances and/or Contact Fields
Worksheets are used for compiling all of the necessary show information into a handy document, for easy access to things like contact details, lineup & ticketing info, schedules and more.
The Worksheet can automate sections using additional assets and fields, including contact information, booking information, and even questions/answers from your Question Forms if you use them within the same booking as well.
The top section of Worksheets automate basic event and booking info, with lineup and ticketing options:
The "Lineup" section will automatically populate with artist bookings that are confirmed, including the set time and contact info.
The "Tickets" section will automatically populate with the tickets added into the event, including any integrated platforms you're synced with.
Each of these sections can also be manually edited with additional info if needed.
Custom Data Sections
Custom Contact Fields
In addition, the sections that follow include the ability to pull in data from several sources, including custom info you type in manually, data from other Advance documents, and/or custom contact fields that are stored within each contact:
If you choose the "custom contact field" option, the content on the left side will populate directly from the fields stored within the contact panel of the other person in the booking:
Every contact you add to Muzeek has custom fields you can add and store within them, that will appear whenever you click into that contact around the platform
Example: let's say you create a new contact and add a "Parking Info" field to that contact. Then, the value of that "Parking Info" field says "Around the back of the building; use gate code 1234" - whenever you do a booking with that contact, that info will now automatically pull into your Worksheet if you designate that section to use that specific custom contact field!
Advance Form Items
If you choose the "Advance Form Item" option, this section will populate from questions and answers that are used and submitted in a corresponding document called the Question Form, which can also be attached to the booking:
Example: let's say you create a new Question Form and send it out to others when you're advancing your events to gather more information. One of the questions is "What ticket price do you want the show to be?" - both the question and the submitted answer will automatically populate into the desired section of the worksheet if you designate that section to use that specific question and answer!
Your automated custom paperwork feature is available on all plans starting from the Pro Plan.