This feature is available on all Goodshuffle Pro Plans.
In each project there are two additional contract fields below the Project Info and Business/Org on the left side of the contract view:
Day-of Contact
Notes
Day-of Contact
Click "Add Day of Contact" to add a day-of contact for the event. This is just an on-site contact person and is not the person that the contract will be sent to.
Note: The Day-of Contact field is now linked to your Directory rather than free-text entry. This change supports upcoming dispatch SMS functionality, which requires a contact record (name and phone number tied to a profile) to send messages to the right person on event day.
To add a day-of contact, you have two options:
Select an existing contact: Type a name in the Day-of Contact field and select the matching contact from your Directory in the dropdown.
Create a new contact: Type a name in the field and select "Create Contact" from the dropdown. The new contact will be saved to your Directory and linked to the project.
We recommend adding day-of coordinators and any frequently referenced points of contact to your Directory so they are easy to find and select on future projects.
Adding a day-of contact to a signed contract? You will need to click "Edit Signed Contract" first before the Day-of Contact field becomes editable. Once you have made your update, save your changes.
Notes
Click "Add Notes" to add two types of notes to the contract:
External Notes: These notes are visible to clients and display on the contract. (e.g., Birthday bash will feel like an upscale backyard bbq. Festive and patriotic, yet classy.)
Internal Notes: These notes are hidden from clients and do not display on contracts, but do display on internal documents such as pull sheets, schedule, and fulfillment tab. (e.g., Client wants red, white, and blue elements to be evenly distributed. Avoid color clumping.)
Fill out note details, then click "Save" to add them.
Need Additional Support?
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