How to add a Gratuity Selector to your documents

You can place a Gratuity Selector tool on up to one document layout (Contract, BEO, Invoice, etc.) per document template (Contract & Event Order). This will allow guests to select the Gratuity amount they'd like to pay when you share that doc with them. This article provides instructions on how to place a Gratuity Selector onto your docs in Settings. Please keep in mind that if you share a document set across multiple locations, this update will impact all locations using the docs.

PLACE THE GRATUITY SELECTOR ON A LAYOUT

1. Go to Settings > Docs > Name of the layout where you want the selector to live.
   
   
   
   
2. Drag "Gratuity Selector" from the left toolbar and drop it on the page.
   
   
   
   
3. Click on that Gratuity Selector and a horizontal editing bar will appear. You can:
   
   Adjust the button text
   
   Change the selectable amounts
   
   Define whether you will allow custom amounts.
   If you allow custom amounts, you can set it so you only allow custom percentages, custom flat amounts, or both.
   
   Choose if you want selected Gratuity to “Apply Automatically.”
   If selected, that will mean that when the guest chooses their selection, that will apply instantly. If not selected, that will mean a TS-user will need to approve and apply the selection after the guests make their choice. This article here reviews best practices for the latter.
   
   
   
   
4. Click Save Layout in the upper left when finished.
   
   

ENSURE THAT A LINE FOR GRATUITY LIVES IN THE BILLING WIDGET
In order for the guest’s selected Gratuity to correctly add cost to the event or booking, there must be a line called Gratuity in the Billing Widget. To make sure that Gratuity always appears as a line in the Billing Widget by default, take the following steps.

1. Go to Settings > Docs > Contract & Event Order (Edit Template Content).
2. Scroll to the Billing Widget.
3. Click Add a Row > Billing Item.
4. In the new line, type Gratuity. Leave the amount blank.
5. Click on the three dots to the right of that row and use the Apply to Billing Detail dropdown to select Gratuity.
6. Click Save Template in the upper left.
   
   

All future documents you create will have a line for Gratuity automatically.

Pro Tip: Want to encourage guests to submit that Gratuity selection? If your Selector lives on the same layout as an e-signature box, then you can make it so the guest must select an amount before they can sign electronically.

To update your e-signature box so it mandates Gratuity selection before it is signable:

1. Go to Settings > Docs > Name of the layout where the Gratuity Selector lives.
2. Scroll to the e-signature box. Click on it. A horizontal editing bar will appear.
3. Check off the box, “Require Gratuity Selection before signable.”
4. Click Save Layout in the upper left.