In this article you will learn how to easily create and manage contracts. Plus, we will walk you through how clients view contract agreement terms before and after purchase.

If you choose to upload a PDF version of your contract or the copied and pasted full document text, this will not be fillable by the client or automatically filled in by Walla. In other words, there are no replace phrases.

To upload a contract for your clients to sign, please follow these steps:

In order for your contract to be associated with a plan you must attach the contract to a plan.

You can attach contract documents and other terms during the plan creation process or after creating a plan. Before creating a plan, we suggest that you add the contract to Walla first following the above process and then start the plan creation process.

If you update the PDF Contract or the Contract text entered under Waivers and Terms any contracts that were originally sold will not be altered and will remain as they were at client purchase. In the event that agreement terms for a plan which has already been sold and accepted by a client, require modification, you will be required to cancel the existing plan. Subsequently, the updated plan with the revised terms will need to be resold to and agreed upon by the client. Rather than updating pre-existing contract terms, it is recommended to create a new

When a client buys a plan, you can choose to confirm their purchase and acknowledge their commitment by activating the "Purchases: Sent when a plan is purchased" auto-email. If you don't enable this feature, your client won't get an email after their initial purchase. It's important to note that this email is only sent once after the plan is purchased. It includes a link to the contract terms they agreed to during the purchase. We recommend enabling this communication to reinforce your client’s understanding of the purchase and contract terms.

Enable the Purchases: Sent when a plan is purchased Transactional Notification:

After each auto-pay payment is processed, there is not an automatic purchase receipt email sent to your client. However, if you want to send a courtesy reminder email before the payment due date to reinforce and remind the client of their commitment and terms, you can activate the "Plans: Sent when a payment will be processed for a recurring plan" Transactional Notification. This email is sent before a recurring plan payment is processed, not after.

Enable the Plans: Sent when a payment will be processed for a recurring plan Transactional Notification:

Under the Plan Details of the purchased plan of the client profile staff can find the text copy and/or the PDF agreed to at time of purchase. If you see the document here, then they agreed to the contract terms you provided. Agreement terms can also be printed from this page.

When logged in to the widget, clients can see the terms of the contracts they've purchased. Within the widget contracts can be found under Your Credits & Plans.

After selecting the contract they wish to buy and proceeding through the purchasing process, clients are presented with the contract agreement terms for their review. When purchasing a plan on a Walla widget, the client checks the box next to I agree to the prices, terms, and conditions provided herein and can select View Contracts to see the agreement term texts and can view or download the PDF version of the agreement terms if you provided a PDF of the agreement.

When purchasing a plan on the Walla App, when a client selects the Buy button they are agreeing to the prices, terms, and conditions you provided in the documents you attached to the plan. Clients can view contract terms on the checkout page in the Walla App by selecting View Contracts. By selecting the Buy Now button, they are agreeing to the plan’s contract and terms. The statement By purchasing this plan, you agree to the prices, terms, and conditions provided herein located below the Buy Now button means they agree to the terms.

When buying a plan in-studio, it is the business’ responsibility to clearly disclose the agreement terms and secure the clients agreement. How you capture this agreement, given there's no checkbox or term viewing unless you implement an in-studio system, falls under your purview. There are no additional steps the client takes to agree to the contract. If you’d like to have additional proof of agreement we suggest capturing the clients signature using an outside method and uploading it to the Documents section of the client’s profile.

Clients can access their agreement terms after purchase only via the My Plans section of the widget. Agreement terms are not stored in the Walla App post purchase.

After completing a purchase, the agreed to contract terms are added to the Plan Details section of a client profile. Select the title of the contract to view the terms and to see the timestamp of when the contract was agreed to (which would be the date and time it was sold in-studio).

Signatures are not obtained when agreeing to contracts. You can upload the agreement in the Documents section found under the Profile tab in their client profile if you are using an additional method to capture their agreement.

To have agreement terms for a contract sent to a client after purchasing a contract in-studio, you must enable the Purchases: Sent when a plan is purchased Transactional Notification.

Yes. You can attach a contract to an enrollment from directly under the enrollment from Enrollment Management. The enrollment terms are agreed to the same way plan contracts are agreed to.