Not sure if bug or not but re: client agreement signature
A new client says she found it annoying to have to sign the agreement after booking each day. I wasn’t aware they had to do that, I thought it was just a one-time thing. She booked a dozen random-ish days over the summer, and signed a dozen times. Is that something to do with the fact it wasn’t a recurring regular thing?
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Comments4
Lucas Steflor
Mar 18
Hey @Audrey Finkel , thanks for letting me know about this.
Agreements are intended to be signed once, with manual sending available for refreshing agreement signatures. From what you described, I definitely want to look into this.
As Garrett alluded to, there are a few different agreement signing flows. Do you have any intake forms assigned to the service your client is booking online?
Also, if you’re able to send the client’s email to lucas@scritches.io, that would help me take a closer look and figure out exactly what happened on their end.
Audrey Finkel
Mar 19
See attached. I have no special instructions for the agreement other than new clients have to sign it. Or at least that is how I understand the wording.
I have also attached the bookings she entered, which she says each required her to sign the agreement again.
She is my first client to actually do self-booking (the rest I enter for them) so that may have something to do with it (for example, I am not understanding how the flow works)?
Lucas Steflor
Mar 20
great, thanks for sending over those details. i’ll look it this and let you know when I have an update!
Garrett Lockhart
Mar 17
You might have this Assign to All Services enabled on your intake form! For me, I have it off and only set for the Meet & Greets.
Though I am curious what your settings might look like for this to happen.