Contracts on Appointments
Appointments can have one or more contracts attached to them. This lets you send consent forms, terms agreements, or any other documents as part of the booking workflow.
Contracts section
Section titled “Contracts section”The appointment detail page shows a Contracts section listing all attached contracts. Each contract displays its status (draft, shared, filled out) and provides quick actions.
Creating a contract from an appointment
Section titled “Creating a contract from an appointment”Tap the + button in the contracts section to open the contract creation sheet:
Template selection
Section titled “Template selection”Select a contract template. If the appointment’s kind has a default template associated with it, that template is automatically pre-selected.
Customer selection
Section titled “Customer selection”Choose which customer the contract is for. If the appointment has customers without existing contracts, the first one is automatically pre-selected.
A warning appears if the selected customer is not part of the appointment.
Due date
Section titled “Due date”Set an optional fillout deadline with quick-pick buttons:
- +3 days
- +7 days
- +14 days
A warning appears if the due date is after the appointment start date.
Share immediately
Section titled “Share immediately”If the selected customer has an email address and/or phone number, a “Send to customer” toggle appears. When enabled:
- Choose between email or SMS delivery
- The contract is shared immediately after creation
Contract actions
Section titled “Contract actions”From the contracts section, you can:
- Tap a contract — Navigate to the contract detail page
- Share — Re-share the contract link via email or SMS
- Delete — Remove the contract from the appointment
History tracking
Section titled “History tracking”Contract events are recorded in the appointment’s history:
- Contract created
- Contract shared
- Contract filled out