Contract templates

Open My account → Contracts. No assigned client is required to prepare signature and templates. To create a document for a person, open that person’s record afterwards.

Draw in the area with a finger or mouse and complete How you sign. Clear removes the editor drawing. Review before using Save my signature.

Click Save my signature and reopen the block to check it was retained. It is reused when creating contracts; changing it later does not itself change existing documents. Saving a text template does not replace this button.

Click New template and fill in name and text. If using an example, review and adapt it before saving. Loading an example starts a new template; it does not confirm professional review of its content.

Copy bracketed words from the list exactly. They are replaced when preparing the person’s document. An unknown variable can remain literal: review preview before sending from the record.

Check complete text and variables requiring client or coach data. Do not put one person’s personal data into a template reused for others. This manual’s sample does not replace review of your own document.

Click Save template and check it appears under Your templates. Reopen it to review retained content. Changing a saved template’s text increases its version; changing only its name does not create a new content version.

Click its name to edit an existing template. Delete asks for confirmation; cancelling retains it. Review the selected template and existing documents separately: editing a template does not automatically rewrite prior contracts.

Open the person’s record and follow Signatures to review, create and share the contract. A saved template is not automatically assigned to a client and does not prove receipt or signing.