Creating contracts and waivers is simple and seamless. Simply follow these steps:

  1. Click on Business in your top toolbar

  2. Click Contracts/Waivers in your side toolbar

  3. Click “Create”

  4. Create your contracts and waivers by giving it a title and filling out the content box with the copy of your agreement

  5. You can use ‘Template Tags’ to fill in dynamic/personalized text in your contract.

  6. Click ‘Create’

  7. Your contract/waiver is now created and ready to use

*Tip- ensure your organization (or your if not a company) name, image, and footer are filled as these will be populated as a part of your contracts and waivers. To do so, simply-

  1. Click the OPEX icon on the top-right of the screen

  2. Click Settings

  3. Click Organization

  4. Update name, logo, and footer

  5. Click Save

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