Keeping track of agreement forms can be tricky—especially when you're on the go or unsure whether a client has already signed.
To make this easier, we’ve built our Agreement Form feature to simplify and streamline the entire process, helping you manage client agreements with confidence.
🌟 Clients can sign from anywhere—on their computer, phone, or in person using your phone, tablet, or computer.
Set up your Agreement
1. Add a new agreement form
Go to < Agreements > on the side menu
Click < + Add new agreement >
Add a title, the agreement text, and whether the agreement needs to be signed once, with every booking, or only when you send it to a specific customer.
Click < Save>
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 whether the agreement needs to be signed once, with every booking, or only when you send it to a specific customer.
Click < Save >.
Agreement Required option
1. Sign Once
Each client must sign the agreement once before they can book an appointment.
If the client has never signed this agreement, there will be an "agreement unsigned" notice in the appointment details.
2. Sign on Every Booking
Each client must sign the agreement before booking each appointment.
If the client has not signed the agreement before the appointment date, there will be an "agreement unsigned" notice in the appointment details.
3. Not required, I will send it manually
Clients will not be prompted to sign the agreement automatically.
If you have sent the client this agreement but they have not signed it, there will not be an alert in the appointment detail. You will need to track these agreements yourself in the client profile.
Agreement Content Update
When you update the content of an existing agreement, you can choose whether or not clients who have signed the previous version need to to sign the new version before saving your edits.
More information about the unsigned agreement notice can be found in the Agreement Unsigned Notice section of this article.
Set up your message template for agreements
Go to < Agreements > on the side menu
Click on < Email > or < Text > to edit the template for your selected message type.
Do not change or remove the {agreementLink} variable that is in the template, and double check that it is still there before saving your changes. This placeholder will be replaced with a link to sign the agreement when you send this message to the customer.
Three 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: a mail icon to send a link by email, a message icon to send a link by text message, or a < Sign now> button
If you click < Sign now >, a window will open so your client can review and sign the agreement.
If you click the email or text buttons, the agreement will be sent to your client using your template for that message type.
📱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 showing the required agreements will appear.
Click < Send agreement >, you can choose a specific agreement to send through email or message, or you can click < Sign now > if the client is with you in person
🖥️ 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 chat box, click the link icon, hover over < digital agreement >, and choose the agreement that you want to send the customer.
The message template will be inserted in the chat box, where you can edit it and click < Send >.
🖥️ Desktop:
📱App:
3. You can also ask your clients to sign your agreement forms during online booking or while filling out your 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(s) the client needs to sign. You can send the agreement by message or email to the client, or click < Sign now > so they can sign it in person
Any signed agreements and agreements not marked as required will be displayed for your reference
Manage signed agreements
There are two ways to review a signed agreement.
1. Viewing 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.
Click on the view icon next to an agreement. You'll be able to download or print the signed form.
2. Viewing agreements through the agreement center
Go to < Agreements > on the side menu bar
Select < Signed Record >
Select a client and click < Preview >
You'll be able to download or print the signed form.
Further reading: