To locate and view contracts associated with a specific client, navigate to the client’s profile, click on the Documents section, and select Contracts. From this page, you can view all contracts associated with the client, check the date each contract was signed, review the signing details including the signature image, and print or email the signed contract.
You can also view details of each contract's signing process, including the signature image and signing date, directly from the client’s Contracts page.
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.- Check signing details, including the date signed and the signature image, for each client contract.
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 Portal. 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.
Unsigned contracts are hidden for inactive Purchase Options.