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How do I send a contract to my client?
How do I send a contract to my client?
Updated over 2 years ago

There are three ways to send a contract to your client. If you don't need to make any changes to the contract, we recommend creating an email template, and attaching the contract to your email.
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You can then manually send the email to your client, or add this email to your Workflow, allowing Iris to send it out for you.ย 
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Secondly, you can attach a contract template to you booking calendars or booking invitations and make it a required step that your clients sign the contract during the booking process.

Lastly, you can send a contract manually. Once your on your client's profile page, you'll select "Contracts" from the left-pane navigation.

Select "Send Contract". Select the contract template from the first drop-down menu, the associated session (if applicable) and then select "GENERATE". This will populate the body of the contract.
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You should always review your contract for accuracy before signing and sending any contract to your client.

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