Contract Lifecycle

Contracts go through several stages from creation to completion.

Status flow

Draft → Published/Shared → Filled Out/Signed → Locked

Draft

The contract has been created but not yet sent to the customer. It can be freely edited.

Published/Shared

The contract has been published and a link is available. The customer can access it with an authentication code.

Filled Out

The customer has submitted the contract with all required fields completed and signatures provided. At this point, the contract URL becomes inaccessible to the customer and they can no longer open the form. The customer receives an email with a copy of the signed contract PDF, the terms of service (if defined), and all template attachments.

Overdue

A contract is overdue when the fillout deadline has passed and the customer hasn’t submitted yet.

Locked

After submission, the contract enters lockdown mode. No further changes can be made.

Deleted

Soft-deleted contracts can be restored.

Contract detail page

The contract detail page has two views that you can swipe between. Two dots at the bottom of the screen indicate which view you are on.

Info page

The info page shows all the key information about the contract:

• The contract name, appointment kind badge, and sequence number
• The fillout deadline (if set)
• The linked customer (tappable to navigate to their profile)
• The linked appointment (if any)
• The Signed Document section, which appears after the customer submits the contract

The contract detail info page with all contract information

In the Signed Document section, you can:

• See the exact date and time when the contract was signed
• Tap View Signed PDF to download the exact PDF that was sent to the customer
• Tap View Terms of Service to view and download the terms of service that were shared with the customer (if terms of service were enabled on the template)

Preview page

The preview page shows a read-only rendering of the filled-out contract. It displays all blocks with the values the customer entered, their signature, and the consents they gave (terms of service, data processing, communication preferences). Consents that were accepted are displayed with a purple check mark.

The top of the contract preview showing headings, text, and form fields

The bottom of the preview showing the signature and consents

Actions

• Share - Publish and share via the native share sheet
• Edit - Modify contract details (before submission)
• Delete / Restore - Soft-delete and restore