Client Contract Agreements
Updated over a week ago

How Staff View Client Contract Agreements

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.

  1. Navigate to the client profile

  2. Select the three dots on the top right of a plan tile

  3. Choose View Details

  4. The Policy section links out to agreed to contracts

  5. Select the name of the contract

  6. Scroll to the bottom of the contract

  7. Select Print

How Clients View Client Contract Agreements

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.

  1. Login to a widget

  2. Select the menu on the top right

  3. Choose Your Credits & Plans

  4. Select the three dots on the top right of a plan tile

  5. Choose View Contract

  6. Select the name, contract terms can be viewed and downloaded


Client Contract Agreements FAQ

When do clients view and agree to their contracts when purchasing a plan on the Widget?

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 do clients view and agree to their contracts when purchasing a plan on the Walla App?

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 do clients view and agree to their contracts when purchasing a plan in-studio?

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.

How do clients view their contract agreements after purchase?

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.

Where can I view client agreed to terms after selling a plan in-studio?

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).

Are signatures obtained when agreeing to contracts?

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.

Are agreement terms automatically sent to clients after purchase?

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.

Can I attach a contract to an enrollment?

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.

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