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Tracking When Clients View Their Contract in BookLive

Once you send a contract to a client, BookLive automatically tracks whether they’ve opened it — and how many times. Instead of wondering if your client has seen the agreement, you can check the contract status at a glance directly from the performance record.

Where to Find Contract View Status #

  1. Log in at https://booklive.com/login.
  2. Open the performance the contract belongs to.
  3. Click the Contract tab.

At the top of the contract card, you’ll see a row of status pills showing the current state of the contract.

Understanding the Status Indicators #

Each status pill reflects a specific milestone in the contract lifecycle:

  • Not sent — The contract hasn’t been emailed to the client yet.
  • Sent [date] — The contract was emailed to the client on the displayed date.
  • Not opened yet — The contract was sent, but the client hasn’t opened the link yet.
  • Opened [date] — The client has opened the contract. The date shown is when they last viewed it. If they’ve opened it more than once, a sub-label (e.g., 3 views) will appear next to the date.
  • Artist: Signed / Not signed — Whether you (the group leader) have signed the contract.
  • Client: Signed / Not signed — Whether the client has added their signature.

How View Tracking Works #

BookLive records an open every time the client clicks the contract link and views the document. To keep your own views from skewing the count, opens from group members (leaders and co-leaders logged into that group) are not tracked. Only views from outside your group — i.e., the client — count toward the open record.

If you preview the contract yourself by clicking View from the Contract tab, that visit does not increment the count or set an opened date.

Following Up When a Contract Hasn’t Been Opened #

If the contract shows Not opened yet after a day or two, consider reaching out to make sure the client received the email. You can:

  • Resend the contract by clicking the Resend button on the Contract tab. This sends a fresh email with the contract link and updates the sent timestamp.
  • Copy the contract link directly from the View button URL and share it with the client through another channel (text, phone, a messaging app).
  • Check that the client’s email address is correct on the performance record before resending.

Tips & Notes #

  • View tracking is automatic — there’s no setting to enable or disable it.
  • The open count and timestamps update in real time as the client interacts with the contract page.
  • If a client opens the contract multiple times before signing, that’s normal — they may be reviewing the terms on different devices or sharing it with a spouse or business partner.
  • Contract view tracking is a Pro feature. Contracts are not available on the free plan.

Related Articles #

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