Providing Coaching Agreements to Clients & Getting Them Accepted and Returned

Video Walkthrough 

Text Walkthrough

To add a new legal field to a form on practice, first, navigate to the form that you'd like to add (or make a new one!) 

Upload a legal document 

If you have an existing PDF of an agreement. You can upload that by dropping the file into the field. The client will see a thumbnail of this generated in the form and have the option to click on it and agree to it during the form completion. 

Insert native text

If you decide to enter the text using the description box, the client will be able to see that text and agree to the terms using a check box. 

The client view

As a client completing the form, they'll be presented with a check box on the form and