Step 1. Setting your E-sign settings
Navigate to the settings section.
Once in settings, click Contracts & E-sign.
You'll be directed to the E-sign settings section.
If you have more than one space, select the space that you would like to modify by clicking the box under the title "E-sign settings"
Click the white box to manually add your signature.
Enter the contract signatory's full name.
Add the signatory's job title.
Set the number of days the contract will expire after being sent.
If desired, add a welcome message for contracts. This message will appear at the top of the form received by the client.
Step 2. Creating a contract
You can create multiple contracts to associate with your plans or services. This allows you to link different contracts to various plans or services as needed,
Click "Contracts" under the "Contracts & E-Sign" settings.
If you have more than one space, select the space that you would like to modify by clicking the box under the title "Contracts"
In the upper right corner, click "Add a Template."
Click "Copy a Text" to start the process.
Paste or type your contract into the text editor.
You can use the parameters set in the left menu to insert specific information into your contract, you will find different fields related to the item, subscription, space, among others.
Under the Signatory section, you will find the fields to add your Signature (defined in the first step), job title, and full name.
Click "Save & Close"
Add the document name and click confirm
Step 3. Assigning a contract to a Plan or a Service
Note: This step applies to Plans or services already created, we will cover how to create them in the Configuring your plans, products, and passes article.
Open the settings menu.
Once in settings, click Inventory, and then click Plans & Products.
Locate the plan or service that you want to assign the contract
Click the 3 dots button, and click Edit
Scroll down to the Documents section
Select the document that you want to assign
Click Save & continue
Click Publish & Finish
Step 4. Uploading your terms and conditions
Terms and conditions are used for regular bookings where users can book an item for a few hours without needing to sign a contract. You can create and associate different terms and conditions with various items as needed. Customers must acknowledge these terms before proceeding with their booking.
Click "Terms & conditions " under the "Contracts & E-Sign" settings.
If you have more than one space, select the space that you would like to modify by clicking the box under the title "Terms & conditions"
In the upper right corner, click "Add a Template."
Select the option desired
Upload a PDF
Drag and drop your file to the window
Add the document name
Click confirm
Copy a text
Paste or type your terms & conditions into the text editor.
Click "Save & Close"
Add the document name and click confirm
Step 5. Assigning Terms and conditions to an element
Note: This step applies to Elements already created, we will cover how to create an element in the Configuring your workspace article.
Open the settings menu.
Once in settings, click Inventory, and then click Workspace.
Under the Inventory section, Locate the element that you want to assign the terms and conditions
Click the 3 dots button, and click Edit
Scroll down to the Documents section
Select the document that you want to assign
Click Save & continue
Click Finish
Follow our next article to configure your workspace.