Skip to main content

How do I send a contract to a client?

Send a contract from a client’s profile and see when they sign it.

Here's how to send a contract to a client, so they can read and sign it in the Walkies Journal app.

Send a contract

  1. Tap Clients and open the client.

  2. Scroll down to Contracts and tap Add contract.

  3. Tap the contract to send. Only contracts this client hasn't been sent yet are listed.

  4. Tap the ✓. You'll see "Contract added, your client will be asked to sign it."

Send one contract at a time. If you pick more than one, only one is sent.

If you haven't written the contract yet, tap Add contract at the bottom of the list. See How do I create a contract?


What your client sees

  • A New contract notification by push and email, and by text or WhatsApp on Walkies Pro or Max. These always send, whatever their notification settings.

  • The contract in their Walkies Journal app, under Settings > Contracts, with Agree & sign.
    ​


Check if it's signed

On the client's profile, under Contracts, each one reads Not signed or Signed with the date. You also get a Contract signed notification and email when they sign.


Manage a client's contract

Tap the contract on their profile:

  • Share sends a link to the contract, which your client can open in a browser.

  • View shows it.

  • Edit changes this client's copy, before they've signed.

  • Delete removes it from this client.
    ​


Good to know

Did this answer your question?