Our imports team is happy to assist with helping you add your contract/s to PocketSuite. Simply send the contract directly to support@pocketsuite.io. Once the import is complete, you'll receive an email back informing you of the update and to double check the contract in your account. If you have any questions about the import process, please message us in support in the PocketSuite app.
Once the contract has been imported, we recommend logging out and back into the app to see the changes.
First, verify you have contracts toggled on under settings > features > contracts. Then, head to settings > contracts. The contract will be named the same as the file of the contract sent.
Here, you can:
1) Rename the contract
2) Decide if you want the clients to sign it at each booking/ purchase (only applies if you attach the contract to online booking, a service, package, or subscription). Toggle on if yes, Toggle off if only for new clients.
3) Adjust the contract body
4) Add your signature to the contract
Once the contract is setup the way you want, you can automate your contract. For example, if you have a Subscription that has a payment plan contract that clients sign, you can make that contract automatically pop-up to be signed when they confirm the Subscription from Online booking or if you send them the Subscription directly.
No need to remember to send the contract as well! Contract reminders are sent daily automatically until the client signs.
You can also automate the contract in the same way for Invoices, Appointments, Packages, Classes, Reservations and every other type of client transaction.
Pro Tip: You can use our smart campaign feature to send automated follow ups after the contract is signed.
Video Walkthrough: