Contracts

Manage your coaching contracts and get client signatures.

Contracts

The Contracts section allows you to manage coaching contracts with your clients.

Features

Contract upload

  • Upload your contracts in PDF format
  • Associate them with a specific client
  • Keep a version history

Electronic signature

  • Send the contract for signature
  • The client signs directly online
  • Receive notification upon signature

Status tracking

  • Pending: Contract sent, not signed
  • Signed: Contract validated by client
  • Expired: Contract has expired

Create a contract

  1. Go to My Client Portals > Contracts
  2. Click "+ New contract"
  3. Select the client
  4. Upload the contract PDF
  5. Send for signature

Frequently Asked Questions

What file format? PDF only to ensure document integrity.

Is electronic signature legal? Yes, electronic signature is legally valid in most countries.

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