To view a client’s contracts, go to the client’s profile, then click on Documents > Contracts.
Understanding contracts
A contract is a document that outline specific terms to which your clients must agree to and sign when they’re booking as specific event or buying a specific Purchase Option.
It differs from the online waiver which, if enabled, must be signed by all clients before they can join your business. Like the online waiver though, once a contract has been signed by the client, it will remain on their client profile for review indefinitely and can’t be deleted.
What you can do with contracts
Create custom contracts for each of your individual events and Purchase Options.
Use contract variables to include specific values or information.
View detailed information of all the contracts associated with a client from the Contracts page of their client profile.
Print or email a contract to request a signature.
Getting started with contracts
Follow these steps to start using contracts:
Create some events and Purchase Options – Since contracts are only available for events and Purchase Options, you’ll need to create some first.
Add contracts to your events and Purchase Options – To add a contract, use the Contracts section in the advanced settings for your events and Purchase Options.
Key tips
Business policies
If you have the Require clients to agree to the online waiver upon registration business policy enabled, or if a client hasn’t signed a required contract, the client will be prompted to do so when they sign in to the Achieve Client App or Client Web App. The client must sign the required document to continue using the app.
Exceptions
Clients won’t be required to sign a contract for a Purchase Option that was imported into WellnessLiving.
Clients won’t be required to sign a contract when booking a free event.