Digital agreement

MoeGo -

We know it is so important to have clients sign and agree with your service agreement, but it is always not easy to do it - always have to bring paper and pen, forget if someone signed or not, hard to update your service agreement... etc.
MoeGo Digital Agreement is here to help.

🌟 You can have your clients sign the agreement right from their phone

3 ways to sign an agreement

  • Text a link to sign （send the agreement through SMS）
  • Send email to sign （send the agreement through email）
  • Sign in person （open the agreement on your device and allow clients to sign in person）

How to send the agreement and sign it?

  1. Go to <Clients & pets>  on the side menu
  2. Select the client that you want to send agreements
  3. Click <Agreements>
  4. Under the signed section, click <Sign now>
  5. In the pop-up window, three options will be presented to you: <Sign now>, <Sign by email>, and <Sign by text>.
  6. If you click <Sign now>, it will open an agreement window so your client can sign. If you click <by email> or <by text>, the agreement will be sent to your client.
Sign up in person
Sign by email or text

💡 alternative ways to send agreements to your clients to sign:

1️⃣ Send the agreement to your client after you created an appointment

  1. Create a new appointment
  2. Select client, pet, and service
  3. Click <Book now>
  4. A popup will show up. Click <Send digital agreement>
  5. You can choose to send through email or message
Send an agreement after creating a new appointment

2️⃣ Send an agreement from Massage Center

  1. Go to <Message> on the side menu bar
  2. Search or select a client
  3. In the chatbox, click <Add digital agreement> (third one from the left)
  4. Click <Send>
Send an agreement from Massage Center

3️⃣ You can also ask clients to sign your agreements during the online booking or filling an intake form

Kindly see below for details:

Sign agreements during the online booking

"Require signature through intake form"

Check signed agreement

There are two ways to review a signed agreement

1️⃣ Review through client profile

  1. Go to <Client & Pets> on the side menu bar
  2. Click a client to see the client profile
  3. Click <Agreements>
  4. You can check the signed date of each agreement. Click the <Review icon> to see the agreement. You can download or print the agreement,
Check signature

2️⃣ Review through agreement center

  1. Go to <Agreements> on the side menu bar
  2. Click <Signed record>
  3. Select a client and click <Preview>
Check signed record

Edit an agreement

  1. Go to <Agreements> on the side menu bar
  2. Under the agreements section, a default sample will be provided for you. You may also add your own ones. Click on an agreement to edit it.
  3. Fill up the <Agreement title>
  4. Fill up the <Agreement content>
  5. Click the options for <When the agreement required?>
  6. Click <Save>

Add a new digital agreement

  1. Go to <Agreements> on the side menu bar
  2. Click <Add new agreement>

Set up an auto-message template for my agreement

  1. Go to <Agreements> on the side menu bar
  2. Click on <Email> or <Text> to edit their templates

Click to edit templates

Edit templates

Further reading:

"Require signature for online booking"

"Require signature through intake form"