Creating contracts

Contracts are assigned to an Organisation to customise pricing, manage participants and create unique invitation codes.

How to create a contract

You can create multiple contracts for an organisation to manage requirements for pricing, manage participants and create unique invitation codes.

• From the top bar click on More > select Contract Management > click on the name of the organisation you wish to create a contract for > click New Contract.
  • Name - enter a name for your contract.
  • Code - enter a code for the contract, this is for internal use.
  • Invitation Prefix - specify a prefix that will be applied to all invitation codes generated for the contract.
  • Programme - select the programme to be assigned to the contract.
  • Start / End Date - addition of a programme start and end date is optional.
  • Unique Identifier - the default  unique identifier is client ID.  You have the option to assign email address or a custom property as a unique identifier.

• Click on Create.
• From the Contracts list, use the three-dot action menu to View, Edit, Delete or Duplicate a contract.
  • Duplicate - allows you to use an existing contract as a starting point for a new contract.