You can set up a Digital Agreement and send it to your client via SMS or email. If your client hasn't signed the agreement, a notification will appear at the top of their profile page.
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To set up a digital agreement, follow these steps if you already have a template:
<ol>
<li>Navigate to 'Settings' &rarr; 'Agreement' &rarr; 'Add New' &rarr; 'With Empty Agreement'.</li>
<li>Give a title to your agreement and paste your agreement to the content section.</li>
<li>Click 'Save'.</li>
</ol>
<img src="https://cdn.livechat-files.com/api/file/kb/file/17686584/c847d2e6e8-068bfcbd4de8d0075b5b.png">
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If you don't have a template, you can use the agreement template provided by GrooMore.
<ol>
<li>Navigate to 'Settings' &rarr; 'Agreement' &rarr; 'Add New' &rarr; Choose a template from the dropdown</li>
</ol>

You can set up a Digital Agreement and send it to your client via SMS or email. If your client hasn't signed the agreement, a notification will appear at the top of their profile page.

 

To set up a digital agreement, follow these steps if you already have a template:

 1. Navigate to 'Settings' → 'Agreement' → 'Add New' → 'With Empty Agreement'.
 2. Give a title to your agreement and paste your agreement to the content section.
 3. Click 'Save'.



 

 

If you don't have a template, you can use the agreement template provided by GrooMore.

 1. Navigate to 'Settings' → 'Agreement' → 'Add New' → Choose a template from the dropdown

