Contracts

A contract is a document you can require your clients to sign in addition to the online waiver when they are booking an Event or buying a Purchase Option. A contract can be used to outline specific terms to which clients must agree.

On the Contracts page of a client’s profile, you can view detailed information of all the contracts associated with that client. You can also print or email a contract and request a client signature on a contract.

For more information, see Contract variables.

NoteYour client will not be required to sign a contract for a Purchase Option that was imported into WellnessLiving.

NoteYour client will not be required to sign a contract when booking a free Event.

In this article:

    To view a client’s contract:

    1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
    2. In the list of clients displayed, click the client’s name.
    3. On the side menu, click Documents.
    4. On the Documents menu, click Contracts.

    Headings on the Contracts page

    HeadingDescription
    Purchase OptionThe name of the Purchase Option for which the contract is signed.
    CreatedThe date the contract was added to the client profile.
    SourceThe reason the contract needed to be signed. The possible sources are:

    • Auto-Renew – If a Purchase Option is set to auto-renew, your client will be required to re-sign the contract every time the Purchase Option renews.
    • Contract Edited – If a contract has been modified, the client will be required to re-sign the contract.
    • New Purchase – If your clients buy a new Purchase Option or book an Event, they will be required to sign a contract.
    • Purchase Option Edited – If the Purchase Option or Event was modified, the client will be required to re-sign the contract.
    • Purchase Option Transferred – If a Purchase Option was transferred from one user to another, the new user will be required to sign a contract.
    StatusThe status of the contract. The possible statuses are:

    • Not Signed – The contract hasn’t been signed.
      • Unsigned contracts for inactive Purchase Options or Events will not appear on the Contracts page.
    • Signed on [Date] – The contract has been signed followed by the date for which the contract is signed.
    End DateThe expiration date of the Purchase Option or Event associated with the contract.
    IP AddressThe IP address of the user who signed the contract.
    ActionClick the Action button [image] in this column to open the menu. From the menu:

    • Select Print to print the contract.
    • Select Email to email the contract.
    • Select View to view the contract. You can only view a contract that has a Signed status.
    • Select Sign to sign the contract. Your clients can only sign a contract that has a Not Signed status.

    Advanced filters on the Contracts page

    FilterDescription
    StatusUse this filter to determine which contracts to include based on the Purchase Option status.
    Purchase Option TypesUse this filter to determine which contracts to include based on the type of Purchase Option to which they are associated.
    SourceUse this filter to determine which contracts to include based on the source of the contract.

     

     

     

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