How to Use the Form Builder to Create a Contract

How to Create and Manage Contracts in PhotoBiz

Overview

The PhotoBiz Form & Contract Builder allows you to create digital contracts that your clients can complete and sign online. Contracts are built using the same editor as PhotoBiz forms, so you can add agreement text, client details, event information, and a signature field in one place.

In this guide, you will learn how to create a new contract, customize the fields, add your contract terms, and prepare the contract for client use. You will also learn how to create a simple sign-only contract if you only need your client to review your agreement and provide a signature.

By the end of this guide, your contract will be ready to share through an email invitation or display on your website.

STEP ONE

This opens the Forms Dashboard, where you can create and manage your forms, contracts, questionnaires, and form settings.

STEP TWO

At the top center of the Forms Dashboard, click FORMS.

This opens your list of forms and contracts. From this section, you can create a new contract, edit an existing contract, copy a contract template, or manage contracts you have already created.

STEP THREE

Click the NEW FORM button to begin creating your contract.

You can start with a blank form or choose a pre-built template. Templates are helpful if you want a starting point for common contract types, such as session agreements, model releases, event contracts, or general client agreements.

If you already have a contract that you want to reuse, click the COPY button for that contract instead. Copying a contract allows you to create a new version without changing the original.

STEP FOUR

Select the template you want to use, or continue with a blank form.

After your form is created, you can begin customizing it for your business. You can update the contract title, add or remove fields, edit the contract text, and organize the layout so it matches the information you need from your client.

If you are using a template, review the entire contract before sending it. Make sure the wording, pricing, dates, policies, and business details match your studio and the type of session or service you are booking.

Need a reference? Click here to view a full example contract

STEP FIVE

Add any client or event information fields your contract requires.

In the form editor, use the available blocks to collect details from your client. Common contract fields include full name, email, phone, date, address, and time.

The Email field is required on all PhotoBiz forms and contracts. Form submissions are captured and stored with the email address used to submit the form. This helps keep each submission connected to the correct contact record and client history in your account.

Only include the additional fields your client needs to complete. If you already have the client’s information and only need them to review and sign the agreement, you can remove extra fields and keep the contract simple with agreement text, the required email address field, and a signature field.

Need help understanding the available form fields? See Description of Each Form Field.

STEP SIX

Add your contract terms and agreement details using the Text Editor Block.

This is where you can include your session policies, payment terms, cancellation policy, rescheduling policy, image usage terms, delivery expectations, and any other agreement details your client needs to review.

If you are using a template, edit the existing contract text so it matches your business. Carefully review all placeholder text and replace it with your own studio information before sharing the contract with a client.

STEP SEVEN

Make sure your contract includes a signature field.

Most contract templates include a signature field by default. If you need to add one, scroll to the bottom of your form editor, open the Miscellaneous section, and add the Signature field.

The signature field allows your client to type their name and submit the contract electronically. Place the signature field near the bottom of the contract so your client can review the agreement before signing.

Here’s an example of what the signature field might look like on your form. Your client will type their name into the box, and it will be displayed as a signature.

FINAL STEP

Review your contract from the client’s perspective before sending or sharing it.

Confirm that all required fields are included, your agreement text is accurate, and the signature field appears at the bottom of the contract. Once everything looks correct, your contract is ready to use.

You can share your contract privately through an email invitation or display it on your website for clients to complete.

Creating a Simple Sign-Only Contract

If you only need your client to review agreement text and sign the contract, you do not need to include extra fields such as phone, date, address, event time, or other intake questions.

For a simple sign-only contract, keep the Text Editor Block with your contract terms, include the required Email field, and place the Signature field at the bottom of the contract. You can remove any other fields you do not need your client to complete.

The email field must remain on the contract because PhotoBiz uses it to save the submission to your Contacts database and keep the form history organized with the correct client.

This is helpful when you already have the client’s information or when you only need the client to acknowledge and sign an agreement.

Additional Options and Helpful Notes

You can continue editing your contract at any time before sending it to clients. If a contract has already been shared, review your workflow before making major changes so clients receive the correct version.

You can also use these options to manage contracts more efficiently:

Use COPY to duplicate an existing contract and create a new version.
Use templates to save time when creating common contracts.
Create different contracts for different session types, events, or services.
Remove unnecessary fields to create a shorter contract experience.
Share contracts privately using email invitations.
Add contracts to your website when you want clients to access them directly.
Review submitted contracts inside your Forms Dashboard.

If you use the same contract often, keep a clean master version saved in your account. You can copy the master version whenever you need to customize a contract for a specific client, session, or event.

For instructions on sending a contract to a client, see How to Share Contracts with Clients Using Email Invitations.

Troubleshooting or FAQs

Do I need to use a template?

No. You can start with a blank form if you prefer to build your contract from scratch. Templates are optional and can help save time.

Can I copy an existing contract?

Yes. Copying a contract is a good way to reuse an existing agreement without changing the original version. This is helpful if you want to customize a contract for a specific client or service.

Do contracts need an email field?

Yes. PhotoBiz forms and contracts require an Email field. Submissions are captured and stored with the email address used to submit the form, which helps keep each submission connected to the correct contact record and client history in your account.

Can I make a contract that only requires a signature?

Yes. You can remove extra fields and create a simple sign-only contract using a Text Editor Block for the agreement text, the required Email field, and a Signature field at the bottom.

Can clients sign contracts online?

Yes. Add the Signature field to your contract so clients can type their name and submit the contract electronically.

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