Agreements

To view, edit, or add an agreement:

Go to Settings:

• Click the settings tab on the left-hand side.

Navigate to Agreements:

• Scroll down to the “Forms” section.
• Click on “Agreements.”

Add or Edit an Agreement on the Agreement Page:

• Click an existing agreement or click “Add New Agreement”
• Ensure the status is set to “Published” and “Live.”
• Choose whether the agreement applies to every booking or only first-time bookings.
• Select the type of signature accepted:
  • Checkbox confirm
  • Checkbox confirm and ask for full name
  • Download, print, and sign
• You can attach the agreement.
• Ensure you choose which services the agreement should apply to.
• If you make substantial changes to an agreement, set the setting “Is this an official revision?…” to “Yes, customers must re-sign this agreement.” For minor changes, like correcting spelling, set it to “No, this is a minor edit only.”