Create and Manage Agreements
Agreements are an exclusive feature available to Cuddles Premium subscribers.
To create and manage agreements:
Go to the Clients Page and click on the "Agreements" tab in the left side menu listed under "Clients".
To create a new agreement, click on the "New Agreement" button at the top right of the page.
Give your agreement a title, and then write or paste the text of the agreement into the text box.
Scroll down to choose whether you want the agreement to be signed for the client's first appointment, every appointment, or to be sent manually.
Click "Next" to preview your agreement before clicking "Save" to finish creating it.
To see who has signed the agreement, click on the agreement in the list. You'll be able to see how many people it was sent to, how many people have signed it, and how many people haven't signed it.
By clicking on the icons for "Total Sent", "Signed", or "Unsigned" you'll be taken to a page with a searchable client list including the date the agreement was sent and signed (or not).
To download a specific client's agreement, or resend the agreement to remind clients to sign it, click the three dots available on the right side of the agreement's entry to view and select your option.