How to Use ClickUp for Makeup Artist Contracts

Using ClickUp to manage makeup artist contracts helps you organize bookings, protect your business, and deliver a professional experience to every client.

This step-by-step guide walks you through building a simple contract workflow based on the concepts shown in the makeup artist contract templates overview, then adapting it to your own services, prices, and policies.

Why Set Up Makeup Contracts in ClickUp

Before building your workflow, it helps to understand how a contract process inside ClickUp supports your makeup business.

Well-structured contracts allow you to:

• Clearly define services and pricing for each client
• Set expectations on timing, cancellations, and travel fees
• Avoid misunderstandings around payment and refunds
• Store all agreements in one searchable workspace

The platform brings your contracts, tasks, and client notes into one place so you do not have to jump between documents, email, and spreadsheets.

Step 1: Plan Your Makeup Contract Structure in ClickUp

Start by deciding exactly what you want every contract to include. This makes it easier to create a reusable system in ClickUp.

Define the key sections of your contract

Most makeup artist contracts, like those outlined in the source article, include:

• Client details (name, contact information, event date)
• Service description (bridal, editorial, photoshoot, etc.)
• Scope of work (number of people, touch-ups, trials)
• Payment terms (deposit, due dates, accepted methods)
• Cancellation and rescheduling policies
• Liability and allergy disclaimers
• Photo usage and social media consent

Write out your preferred wording for each section. You will paste this into tasks, docs, or templates in ClickUp later.

Decide how you want to store contracts in ClickUp

There are three common options:

1. One List per service type (e.g., Weddings, Photoshoots, Special Events)
2. One List for all contracts with custom fields for service type
3. One Folder called “Contracts” with multiple Lists based on location or season

Pick the structure that matches how you already think about your bookings.

Step 2: Create a Makeup Contract Space in ClickUp

Now that you know what you need, create a dedicated area for contracts in ClickUp so everything is easy to find.

Set up a Folder and List

1. Create a new Folder named “Makeup Contracts”.
2. Inside that Folder, create a List named “Active Contracts”.
3. Add another List called “Past Contracts” for completed jobs.

This simple structure mirrors the way contract templates are organized in the reference article and keeps open work separate from finished events.

Add useful custom fields

Custom fields in ClickUp help you track critical contract data at a glance. Add fields such as:

• Event Date (date field)
• Service Type (dropdown: Bridal, Photoshoot, Editorial, Party)
• Number of Clients (number)
• Total Contract Value (currency)
• Deposit Paid (yes/no)
• Contract Status (dropdown: Draft, Sent, Signed, Canceled)

These details make reporting, filtering, and follow-up much easier.

Step 3: Build a Reusable Contract Template in ClickUp

The source article emphasizes using templates to save time and keep your terms consistent. You can do the same with ClickUp.

Create a contract task template

1. In your “Active Contracts” List, create a new task called “Makeup Contract Template”.
2. In the task description, paste your full contract text and highlight areas you must customize, such as client name, event date, and prices.
3. Add subtasks for key actions:
   • Prepare quote
   • Send contract to client
   • Confirm deposit received
   • Confirm final headcount
   • Send final invoice
4. Assign due dates to subtasks relative to the event date (for example, deposit due 7 days after contract sent).
5. Convert this task into a task template in ClickUp so you can reuse it for every new client.

Create supporting docs in ClickUp

Alongside the template task, add a ClickUp Doc in the same Folder to store:

• Standard clauses you often reuse
• Alternative wording for special cases (e.g., destination weddings)
• Approved pricing packages and add-ons

This doc becomes your internal reference whenever you customize a contract.

Step 4: Use ClickUp to Generate and Send Each Contract

Once your templates are ready, following a consistent routine in ClickUp makes each new booking fast and reliable.

Create a new contract from the template

1. In your “Active Contracts” List, create a new task using the “Makeup Contract Template”.
2. Rename the task to include the client name and event date, such as “Smith Wedding – June 15”.
3. Fill in the custom fields: event date, service type, number of clients, and pricing.
4. Edit the task description to personalize the contract text based on the job.

Track sending and signing steps

Use ClickUp subtasks and statuses to monitor each stage:

• Set the main task status to “Draft” while you prepare the contract.
• Change to “Sent” once you share the contract through your chosen e-sign tool or email.
• Move to “Signed” once the client approves and returns the document.
• Attach the signed file to the task so everything stays in one place.

You can also add comments to the task to store questions, revisions, or special notes from the client.

Step 5: Automate Follow-Ups and Reminders in ClickUp

The reference material highlights the importance of clear policies and timely communication. Automation in ClickUp helps you keep promises and avoid missed steps.

Set reminders for deposits and approvals

Create simple automations such as:

• When Contract Status changes to “Sent”, set a reminder 3 days later to follow up.
• When Deposit Paid remains “No” 5 days before the due date, create a reminder task.
• When the event date is 7 days away, create a checklist to confirm timing, location, and final headcount.

These automations ensure you follow your policies consistently, just as the sample templates recommend.

Use views to manage your contract pipeline

Set up additional views in ClickUp to monitor your work:

• Board view by Contract Status to see Draft, Sent, Signed, and Canceled contracts.
• Calendar view by Event Date to visualize your schedule.
• Table view to compare contract values, deposits, and service types.

These views help you quickly see which clients need attention.

Step 6: Organize Past Contracts in ClickUp

Once an event is complete, you still need easy access to the signed contract for legal, financial, and marketing reasons.

Archive finished work

1. After the event, add a short summary comment to the task with any important notes.
2. Change the task status to “Completed”.
3. Move the task from “Active Contracts” to the “Past Contracts” List.
4. Tag the task with keywords like “Bridal” or “Photoshoot” for future reference.

Over time this will create a searchable history of client relationships and contract terms inside ClickUp.

Step 7: Improve Your Makeup Contract Workflow Over Time

The article you started from shows several contract styles so you can refine your own language. Do the same with your ClickUp setup by reviewing it regularly.

Review and refine your templates

Every few months:

• Open several past contracts and look for common changes you make.
• Update your core template so those changes are included by default.
• Adjust pricing packages and clauses based on what works best.
• Refine automations so reminders match your real workflow.

This continuous improvement keeps your contracts professional and aligned with your business growth.

Where to Learn More and Next Steps

To deepen your understanding of contract structure and clauses, revisit the original makeup artist contract templates resource and compare its examples to your own documents.

If you want help optimizing your ClickUp setup as part of a broader business system, you can explore additional guidance from specialists at Consultevo, who focus on digital workflows and process design.

By combining clear contract language with an organized ClickUp workflow, you create a reliable, professional experience for every makeup client and free up more time for creative work.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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