Use separate contracts to clearly outline payment instructions and terms for corporate versus retail events. This helps ensure that details like credit card processing fees through Ande are shared only with corporate clients, while retail-specific terms remain distinct.
How to Create Separate Corporate and Retail Contracts in Tripleseat
Log in to Tripleseat.
Go to Settings > Documents & Menus > Documents.
Locate the contract or document you want to use as a template for your retail and corporate event contracts and click Edit Layout.
Click Layout Properties and rename it to something like "Contract - Retail".
Click Save Layout.
Click Duplicate Layout.
On the duplicated layout, click Layout Properties and rename it to "Contract - Corporate".
In the corporate version:
Remove payment-related elements, such as the credit card authorization form.
Add corporate-specific language, including the credit card processing fee.
Click Save Layout.
How to Share the Correct Contract with Clients
Create documents for your event as usual.
Under the Documents section of the event, copy the link to the relevant contract layout (Corporate or Retail).
Share only the appropriate contract link with your client based on the event type.