Agreements is where you build and manage the waivers, policies, and consent forms your clients sign as part of booking with you. It lives in the SETUP group of the sidebar at /agreements.
Think of it as your legal library. Every agreement you create here becomes something you can attach to an intake form, send to a client for e-signing, or present at booking time.
Agreements has two sub-pages, linked at the top:
Agreements (/agreements/list) — the list of agreement templates you've created. This is where you write the legal text.
Signed Agreements (/agreements/signed-agreements) — the audit log of every time a client actually signed one, with name and timestamp.
Grooming comes with real liability: matted coats, stressed pets, nicks, emergency vet situations. Good agreements protect you legally and set expectations with clients up front. Most shops have at least two:
Policies and Procedures — the general "here's how our shop works" agreement covering cancellation policy, late fees, photo release, emergency vet authorization, etc.
Matted Pet Release — a specific waiver for pets that come in severely matted, acknowledging the elevated risk of nicks, clipper irritation, and stress.
You can have as many agreements as you want. Alex's shop (Teddy Grooming) has two: "Policies and Procedures 2025" and "Matted Pet Release".
Clients encounter agreements in three ways:
Attached to an intake form. When you build an intake form, the Agreements To Sign section lets you check off agreements to include. They appear inline at the bottom of the public form and the client signs them as part of filling out the form. This is the most common path — most clients sign their first agreement as part of intake.
Sent via email or text. From inside an agreement, you can customize an EDIT EMAIL MESSAGE and EDIT TEXT MESSAGE body. Teddy can send the agreement to a client as a link they sign on their phone. Useful for "this client came in three years ago but our policies have changed — resend the waiver."
At every booking (if configured). Each agreement has a setting that decides whether it's signed Once (once per client, forever) or on every Booking (every new appointment prompts for a fresh signature). See below.
Inside the agreement editor there's a radio-style setting with two options:
Sign Once — the client signs this agreement exactly one time, and Teddy remembers the signature forever. Use for: general policies, photo releases, one-time consents.
Sign on every Booking — every new booking prompts the client to re-sign. Use for: matted pet releases (because the severity varies per visit), high-risk service waivers, or anything where conditions change between visits.
In the Agreements list, each row shows which mode it's in with a label: "Signed: Once" or "Signed: Everytime".
Because of the Once vs. Everytime logic, the Signed Agreements page becomes your source of truth for "did this client sign yet?" If a client has never signed "Policies and Procedures 2025", they won't have a row there — and that's usually a sign that you should send them a link before their next visit.
More on this in Signed Agreements.
Creating and editing an agreement — the agreement editor, the rich text field, the Sign Once vs. Every Booking setting, and customizing the email/text delivery messages.
Signed Agreements — the audit log, and how to use it to verify a client has actually signed.
Tip: Keep your agreements short and readable. A 10-paragraph wall of legal jargon doesn't protect you better than a clear 3-paragraph summary — and a clear agreement is far more likely to actually get read by the client, which is really what you want.
