Sending a form or contract
Send any template to a client or someone new, link it to a booking, and remind people who haven't finished.
You can send from a client's page or from the template itself.
From a client's page
- Open the client and click Send on the Send a form or contract card.
- Pick the form or contract.
- Optionally link it to one of their bookings. This fills in session details like date, price and balance in a contract.
- Add a personal note if you like. Leave it empty to use the standard message.
- Choose Email them a link, Show in their portal, or both.
- Click Send.
From the template
Open the template in Clients > Forms & contracts and use the Send this form (or Send this contract) card at the top. You can pick an existing client, or choose Someone new and type a name and email. Anyone you send a form to becomes a client, so it shows in their portal later.
Following up
The Waiting on clients tab lists everything not yet filled in or signed, with whether it's been opened. The number next to Forms & contracts in the menu is the same count.
- Click Remind to email them a friendly nudge with the link.
- Open a sent form to see its private link, click Send reminder, or click Void (then again to confirm) to cancel it. A voided form disappears from their portal. If you void the only contract sent for a booking, the booking's contract goes back to not sent.
Contracts on a booking
When you send a contract linked to a booking, the booking shows the contract as sent. It turns to signed once every contract sent for that booking is signed. On the booking page you can also click Send contract to send your automatic contracts, Resend to email the link again for a contract still waiting to be signed, or Mark signed if they signed on paper.
Staff can send forms. Only owners and admins can make or edit templates.
When a client finishes, you get a notification, and an email if you have a notification address set.