Detailed Setup of Contracts & Waivers

PocketSuite makes it super easy to protect yourself from liability by allowing you to create contracts or waivers that your client can sign straight from their mobile devices or on an internet browser. Regardless of whether or not you need a simple contract, or a more complex one with data that changes based on the client, appointment, or invoice, PocketSuite has that covered.

Create a Simple Contract

If all you need is a "sign-and-go" liability release contract, just follow along with the steps below.

1. Enable the Contracts Feature

Tap on settings > features > contracts > toggle ON and then tap Save. Now, when you go back to Settings, you should see Contracts listed.

2. Create a New Contract

Tap on contracts > + sign on the upper right hand corner to create a new contract. Creating a basic contract is as easy as:

a) Adding a Name

b) Toggle on "always require" if the clients need to fill this out each time

c) Typing in a Contract Body

d) Optionally pre-signing it by adding a Your Signature

e) Tapping Save

f) Tap back into the contract > Preview to see the contract

3. Editing the Pre-Created Contract

Based on your industry selected, you may see a few pre-created contracts to help you get started. Simply use "as is" and/or edit as you see fit for your business. 

4. Send a Contract to a Client

To send a contract to a client, all you have to do is go to any message thread, tap the + icon, tap more, tap contract and select a contract. The contract will be sent automatically and this will appear in the chat thread. The client will be sent a link to view and sign it online. Once they submit it, you'll be notified and can view it at any time under the client's profile > history > contracts. 

Create an Advanced Contract:

If you really want to make your contract look clean and professional, you should also:

a) Format the text

b) Attach it to a form or invoice

c) Customize the contract with Dynamic Data Fields

Formatting the Text

The body of the contract can be formatted using some very simple HTML tags to emphasize certain parts of the text. Let's say I had the following snippet of a contract:


Terms & Conditions: The terms and conditions set forth in this agreement cannot be modified or changed in any way. Any alterations or addendum to this agreement will not be valid or binding, nor will they affect the validity of any non-altered portions of this agreement unless signed by both parties.


Using simple HTML tags, you can change it so that it will look like this:


Terms & Conditions
The Terms and Conditions set forth in this agreement cannot be modified or changed in any way.

Any alterations or addendum to this agreement will not be valid or binding, nor will they affect the validity of any non-altered portions of this agreement unless signed by both parties.


After marking the text up, it looks like this in an editor:

<b>Terms & Conditions</b>

The <u>Terms and Conditions</u> set forth in <b>this</b> agreement <i>cannot<i> 
be modified or changed in any way. <u><b>Any alterations or addendum to this agreement will
not be valid or binding</b></u>, nor will they affect the
validity of any non-altered portions of this agreement
unless signed by <i>both</i> parties

There are three tags you can use:
<b>This text will be bold</b>
<u>This text will be underlined</u>
<i>This text will be in italics</i>

You can even mix and match them so that you can end up with:
<b><u><i>Bold, Underlined, and in Italics. Wow!</i></u></b>

Attaching a Contract to a Form/Invoice/Estimate/Etc...

Some features, like Forms, allow you to require a signature upon completion, or prior to confirming, in the case of Invoices. PocketSuite, once again, has made it so you don't have to worry about it. To attach a contract to a form:

Open up Settings, then open up the Forms feature, and tap on your form to modify it.

Tap on Require Signature

Select the Contract you wish to attach to this form

Tap on Save

Customizing Your Contract

PocketSuite allows you to add customizations to your Contracts by using Dynamic Data Fields.

Let's take, for example, this snippet from a liability waiver for Pet Sitting.


LIABILITY: I, _____________ ("The Client") as the legal owner/agent of the above mentioned pet(s), 
having carefully read and fully understand this agreement, do hereby waive
and release ____________ ("The Company") from any and all liability of any nature.

On a paper contract, the client would write their name in the first blank, and the service provider would write theirs in the second blank. With Dynamic Data Fields, PocketSuite makes it easy to customize a contract for reuse so that it would read:


LIABILITY: I, John Doe, ("The Client") as the legal owner/agent of the above mentioned pet(s), having carefully read and fully understanding this agreement, do hereby waive and release PetSitters Inc. ("The Company") from any and all liability of any nature.


The text you would type in the Contract Body would look like this:

LIABILITY: I, <u><b>{name}</b></u>, ("The Client") as the legal 
owner/agent of the above mentioned pet(s), having carefully read
and fully understanding this agreement, do hereby waive and
release <u><b>{me.company}</b></u> ("The Company") from any and all
liability of any nature.

The squiggly brackets { and } are special characters that tell PocketSuite to look up some data and put it into your contract. There are a lot of options for these Dynamic Data Fields. You can see the full list here. There's even Custom Dynamic Data Fields that can populate data using input from forms clients have filled out, or from Online Lead values you've populated in your client's record. If you'd like to know more, check out Custom Dynamic Data Fields

Edit Your Contracts

You can easily edit your contract on mobile or desktop, check out more information here: Quick Setup of Contracts. To edit a contract, just tap on it. You'll be taken to the Contract Details view. On mobile, you can swipe left on a contract to delete it or tap delete contract on desktop. 

Pro Tip: You don't need to add the signature or date lines at the bottom. PocketSuite automatically adds these for you.

Check out the video below for further instruction on this feature:

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