Taskade Genesis handles your booking paperwork automatically — generating a tailored service agreement the moment a booking is confirmed, sending it to the client, and tracking signature status so nothing slips through before session day.
What Is Booking Contract Send Automation?
Booking contract send automation generates a pre-populated service agreement using the confirmed appointment details, sends it to the client for acknowledgment, and updates the booking record with signature status automatically. If the contract goes unsigned, a timed reminder fires without you needing to follow up.
Why Use Booking Contract Send Automation?
Starting sessions without signed agreements is a liability. Automation makes compliance effortless.
- Auto-generation: An AI agent pulls booking details — date, service type, rate, and client name — into the contract template instantly.
- Timed reminders: If the contract is unsigned 24 hours before the session, a follow-up nudge fires automatically.
- Status tracking: The Relationship field links each contract to its booking record, showing signed, pending, or overdue at a glance.
- Session gating: An automation can hold the confirmation email until the contract is signed, protecting your terms.
- Two-way sync: Signed contract status syncs to your CRM or document management tool through 100+ bidirectional integrations.
Who Should Use Booking Contract Send Automation?
- Independent consultants protecting scope and payment terms before every engagement.
- Photographers and videographers requiring model releases and usage rights agreements upfront.
- Personal trainers and coaches ensuring liability waivers are signed before physical sessions.
- Tutors and educators formalizing lesson agreements and cancellation policies with parents.
- Event service providers locking in terms before a venue, catering, or performance booking begins.
How To Set Up Booking Contract Send Automation?
- Open /automate, click Use Automation, and clone this Taskade Genesis app — live in about ten seconds, no code, no per-seat lock-in.
- Upload your contract template and map the booking fields (name, date, service, rate) to the relevant placeholders.
- Set the trigger to fire on booking confirmation and route the generated contract to the client's email.
- Configure a 24-hour unsigned reminder and an optional session-gate rule that holds confirmation until signed.
- Use the List view to monitor contract status across all upcoming bookings each morning.
Your agreements are handled before you even think about them. See also /learn/automation/automations-execution, /agents, and /apps.