How do I setup an online agreement for my client to sign?


Set up online agreements in MY COMPANY>CLIENT AGREEMENT

New clients can sign your agreement on their first visit to your portal. Signed agreements with timestamp and IP are saved to your Digital Signature Records page.  

Using an online agreement (or not) depends upon your own personal preference. Most users use the same agreement for all clients. They add their pricing to paragraph 3 and leave the rest as-is. If you have additional pricing plans (i.e. "married couple," etc.), create additional master agreements.

Before making edits: Be sure to save a copy of the original default agreement (in case you make a mistake) and watch the video below before making any changes. Our default agreement will automatically merge your client and company details with no editing needed.

Please note: Be sure to complete your company profile page and add pricing to your agreement before you place it in any client's profile to make things easy for both you and your client.

If you have more than 1 agreement because you chose to offer different plans to your clients, please also be sure to assign the correct agreement based on the payment plan assigned to your client.


If you assigned the wrong agreement and need to change that, you can use the Reset Agreement option in your client's profile as shown here:

You can learn more about this option in this Help Center article.


Did you accidentally mess up your agreement text and need to start over? 

Here's how to reset the original default agreement:

  1. Log in
  2. Click on My Company > Client Agreement
  3. Click on Add New Agreement
  4. Click on Add original Default Agreement Text
  5. Give it a name
  6. Save! Here's a screencast: 
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