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How do I send contracts to new clients automatically?

Every new client gets your contracts to sign, with one switch.

Here's how to send your contracts to every new client automatically, so you never forget to.

Turn it on

  1. Tap the menu button on Home. On iPad, it's in the sidebar.

  2. Under Company, tap Contracts.

  3. Turn on Automatically send contracts. It saves straight away.
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How it works

  • Every new client is sent all of your contracts to sign, the moment they're added.

  • It works however they're added: by you, imported from your contacts or another platform, or signing up with your link.

  • Clients you already have aren't sent anything. To send to them, use How do I send a contract to a client?, or create the contract with Send to all of your clients on.

  • Booking an appointment doesn't send a contract. It's sent once, when the client is added.
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Good to know

  • Create your contracts first. See How do I create a contract?

  • Clients sign in the Walkies Journal app, and you get a Contract signed notification when they do.

  • Turn the switch off any time to stop sending.

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