It can sometimes be challenging to keep track of agreement forms, especially when you're on the go or trying to remember if a client has signed theirs.
To address this, we've designed our agreement forms to streamline and simplify the process, making it easier to manage all aspects of agreement forms efficiently.
🌟 Pro tip: You can have your clients sign the agreement right from their phone
Set up your Agreement
1. Add a new agreement form
Go to "Agreements" on the side menu bar
Click "Add new agreement"
2. Edit an agreement form
Go to "Agreements" on the side menu.
Under the agreements section, click on the Agreement Title to edit it.
Make changes as needed. You can edit the title, content, and how this agreement will be required.
Click "Save".
Agreement Required option
1. Sign Once
The Agreement requires each client to sign at least once.
If the client has never signed this agreement, there will be an "agreement unsigned" notice will appear in the appointment details.
2. Sign on Every Booking
The agreement requires each client to sign it once for each appointment.
If the client has not signed this agreement before the appointment date, there will be an "agreement unsigned" notice that appears in the appointment details.
3. Not required, I will send it manually
The agreement is not required for clients to sign.
If the client has not signed this agreement, there won't be any notifications displayed in the appointment detail.
Agreement Content Update
If you need to update the agreement content, you can choose to require clients who have already signed to re-sign the new version before saving your edits.
Detailed display for the agreement notice can be found under the Agreement Unsigned Notice
Set up your message template for agreements
Go to "Agreements" on the side menu
Click on "Email" or "Text" to edit their templates
Please ensure that the {agreementLink} variable remains unchanged and is not edited or removed in the template.
This placeholder will be replaced with the actual agreement link when sending messages or emails to clients.
3 ways to sign an agreement
Text a link to sign - Send the agreement through SMS
Send an email to sign - Send the agreement through email
Sign in person - Open the agreement on your device and allow your clients to sign in person
How to send the agreement via a link
🖥️ Desktop:
Go to "Clients & pets" on the side menu
Select the client that you want to send the agreement to
Click "Agreements"
Under the signed section, click "Sign now".
In the pop-up window, three options will be presented to you: "Sign now", "Sign by email", and "Sign by text".
If you click "Sign now", it will open an agreement window so your client can sign the form.
If you click "by email" or "by text", the agreement will be sent to your client.
📱App:
Go to "Clients & pets" on the side menu
Select the client that you want to send the agreement to
Scroll down to the < Digital Agreement > section.
Click "+Sign agreement in-person" or "+ Text/email to sign"
💡 Alternative ways to send agreements
1. Send the agreement to your client after you create a new appointment
Create a new appointment
Select client, pet, and service
Click "Book now"
A pop-up window for signing the agreement will appear.
Click "Send agreement", you can choose a specific agreement to send through email or message
🖥️ Desktop:
Send the agreement form after creating a new appointment
📱App:
2. Send an agreement from the Message Center
Go to <Message> on the side menu bar, and search for the client
In the chatbox, click link > digital agreement > select an agreement
The message template will be generated in the chat box, you can edit the content and click "Send".
🖥️ Desktop:
📱App:
3. You can also ask your clients to sign your agreement forms during the online booking process or while filling out the intake form
Agreement Unsigned Notice
If you have configured the agreement as "Sign Once" or "Sign on Every Booking" under the Agreement Required Option, an unsigned agreement notice will appear in the appointment details: "Agreement hasn't been signed."
You can click on "Check details" to see which agreement hasn't been signed, and choose to send it by message or email to the client.
The signed agreement or non-required agreement will also be displayed for your reference
Manage signed agreements
There are two ways to review a signed agreement.
1. Viewing the agreements through the client's profile
Go to "Client & Pets" on the side menu bar
Select a client to see their profile
Click "Agreements"
You can view the signed date of each agreement.
Clcik on the view icon next to an agreement. You'll be able to download or print the signed form.
2. Viewing the agreements through the agreement center
Go to "Agreements" on the side menu bar
Select "Signed Record"
Select a client and click "Preview"
You'll also be able to download or print the signed form.
Further reading: