Variables and fields
Two tools save you from retyping the same details into every contract: variables that fill themselves in, and client fields the client completes before signing.
Variables
A variable is a placeholder for a detail CoreHue already knows, like the client's name or the booking date. You add it with Insert Variable in the editor, where it shows as a coloured pill. When you send the contract, every variable fills in with the real value.
Variables are grouped by where the detail comes from:
| Group | Fills in |
|---|---|
| Client | Client Name, Client Email, Client Phone, Client Address |
| Business | Business Name, Business Email, Business Phone, Business Address, Registration Number |
| Contract | Contract Number, Contract Date, Expiry Date |
| Booking | Booking Date, Booking End Date, Service Name, Venue, Booking Duration (when the contract is linked to a booking) |
| Invoice | Invoice Number, Invoice Total, Currency (when linked to an invoice) |
| Dates | Today's Date, Current Year |
You can override a variable's value if you want something different, reset it back to the original, or remove it altogether.
Every variable you use has to resolve to a value before you can send. If one can't fill in, CoreHue points it out so you can set it or remove it first.
Client fields
A client field is a blank for the client to fill in when they open the contract, before they sign. Add one with Client Field in the editor.
There are three types:
- Text: for a typed answer.
- Initials: for the client to initial a section.
- Date: for a date the client enters.
Each field has a label so the client knows what it's for, and a Required flag if they can't skip it. You can add up to 50 client fields.