Overview

In CoachRx, you can create contract and waiver templates, send them to clients for signature, and manage the execution of agreements all within the platform. Clients receive verification codes and links via email, verify their identity, sign digitally, and both parties receive copies stored in your account.

Before You Start

Before creating or sending contracts, ensure your organization information is complete in your settings:

Go to Settings > Organization > Update
Add your organization logo, name, and footer
Click Save

This information will appear on all contracts and waivers you send to clients.

Creating a Contract or Waiver

To create a new contract or waiver template:

Click Business > Contracts/Waivers > Create
Give your contract a title
Fill in the content box with the terms and conditions of your agreement
Click Create

Pro Tip - Template Tags: You can use Template Tags to add dynamic and personalized text to your contracts. These tags allow you to create reusable templates that automatically populate with client-specific information when sent.

Sending a Contract or Waiver

Once you have a contract template created, send it to a client:

Click Business > Contracts/Waivers
Click the 3 dots next to the contract you want to send
Select Send Contract
Type the client's name
Click Send

The client will receive an email with a verification code and secure link to review and sign the contract.

Re-Sending a Contract or Waiver

If a client needs the contract resent or didn't receive the original email:

Click Business > Contracts/Waivers
Click the Sent tab to view contracts you've already sent
Press the 3 dots next to the client's name
Select Copy Contract Link - this copies the verification code and link to your clipboard
Direct message the link to your client in CoachRx or via email

Editing a Contract or Waiver

To modify an existing contract or waiver template:

Click Business > Contracts/Waivers
Click the 3 dots next to the contract you want to edit
Select Edit Contract
Make your changes
Click Save

The Client Experience

Here's what your clients see when you send them a contract:

Client receives an email with a verification code and secure link
Client follows the link and enters their verification code to validate their identity
Client reads through the contract or waiver
Client signs digitally
Contract is submitted

Once a client has signed, the process is complete and the signed agreement is stored securely.