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

  1. Go to < Agreements > on the side menu
  2. Click < + Add new agreement >
  3. 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.
  4. Click < Save>

2. Edit an Agreement Form

  1. Go to < Agreements > on the side menu.
  2. Under the agreements section, click on the agreement title to edit it.
  3. Make changes as needed. You can edit the title, content.
  4. adjust whether the agreement needs to be signed once, with every booking, or only when you send it to a specific customer.
  5. 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 updating an existing agreement, you can choose whether clients who signed the previous version are required to re-sign the updated version before you save your changes.

Set Up Your Message Template For Agreements

  1. Go to < Agreements > on the side menu
  2. Click on < Email > or < Text > to edit the template for your selected message type.

You can insert dynamic variables into the text template, including the Store Name, Pet Name, Customer Name, and the Agreement Link.

You can insert dynamic variables into the email template, including the Store Name, Pet Name, Customer Name, and the Agreement Link.

  • Important: Do not remove or modify the {agreementLink} variable in the template.
  • Before saving your changes, make sure the variable is still present. This placeholder will automatically be replaced with the signing link when the message is sent to the customer.

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

🖥️ Desktop:

  1. From the left-side menu, go to Clients & Pets.
  2. Select the client you want to send the agreement to.
  3. Click on the Agreements tab.
  4. Under the Signed section, click Sign Now.

A pop-up window will appear with three delivery options:

  • 📧 Email icon – Send the signing link by email
  • 💬 Message icon – Send the signing link by text message
  • ✍️ Sign Now button – Have the client sign immediately on your device

📱App:

  1. Go to < Clients & pets > on the side menu
  2. Select the client that you want to send the agreement to
  3. Scroll down to the < Digital Agreement > section.
  4. Click < +Sign agreement in-person > or < + Text/email to sign >

💡 Alternative Ways to Send Agreements

1. Send the Agreement After Creating a New Appointment

  1. Create a new appointment
  2. Select client, pet, and service
  3. Click < Book now >
  4. A pop-up window showing the required agreements will appear.
  5. 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:

📱App:

2. Send an Agreement From Message Center

  1. Go to < Message > on the side menu bar, and search for the client
  2. In the chat box, click the link icon, hover over < digital agreement >, and choose the agreement that you want to send the customer.
  3. The message template will be inserted in the chat box, where you can edit it and click < Send >.

🖥️ Desktop:

📱App:

3. Sign the Agreement in Online Booking

You can also require your clients to sign the agreement forms while booking online or while filling out your intake form.

For more details on sending agreement via intake form or online booking, please refer to the guides below:

Sign agreements during online booking

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

  1. Go to < Client & Pets > on the side menu bar
  2. Select a client to see their profile
  3. Click < Agreements >
  4. You can view the signed date of each agreement.
  5. 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

  1. Go to < Agreements > on the side menu bar
  2. Select < Signed Record >
  3. Select a client and click < Preview >
  4. You'll be able to download or print the signed form.