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Creating a Contract

Last updated on May 19, 2025

Overview

Contracts in Evo define a structured set of pricing and allowances to be used when billing clients. A single Contract can be reused across multiple clients, or unique Contracts can be set per client. You can assign default Contracts at the Center level, and override them by assigning client-specific Contracts. To streamline setup, Contracts can also inherit from a master Contract, allowing you to reuse pricing logic across your organization.

This page will guide you through creating a new Contract and configuring general settings, fixed charges, tiered pricing, and allowances.

Creating a New Contract

To create a new Contract:

  1. Go to Billing > Contracts

  2. Click New Contract

  3. Complete the required fields under the General tab.

  4. Configure pricing in the Fixed Charges, Pricing, and Allowances tabs as needed.

  5. Click Save

Example of the “New Contract” form in the Evo admin panel

Contract Details Fields

Field Description Center Select the applicable Center. Leave blank to make the contract global (accessible to all centers). Name Enter a name for the Contract (e.g., "Default Client Rates", "Premium Plan"). Master Optionally select a master Contract this one will inherit from. Only override fields that differ.

Tabs Overview

1. General

This tab includes base information about the contract: Center, Name, and Master Contract.

2. Fixed Charges

Define recurring fees or one-time setup fees associated with services. Ideal for consistent monthly or onboarding charges.

3. Pricing

Set unit pricing and optional tiered pricing. For example, define hourly room rates, per-item charges, or time-based cost brackets.

4. Allowances

Add monthly service allocations (e.g., 5 hours of conference room usage per month) to be automatically applied to client billing.

Example Use Case

You may have a standard Contract that applies to most clients. If one client has unique meeting room rates, create a new Contract that inherits the standard one and override only the Meeting Room pricing section.

Additional Notes

  • You can create multiple Contracts and assign them to specific clients.

  • Use Contract inheritance to reduce duplication when rates only vary slightly.

  • Contracts apply automatically when linked to clients or centers.

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Title: Creating a Contract in Evo
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