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Client Agreement
Client Agreement. Learn how to setup the financial agreement for each client as well as how to enter the written agreement/contact that is displayed for each client to review. |
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How to include documents and direct links with New Client Agreement Wizard
In this 7 minute tutorial you will learn 3 options in which you can include documents to be sent to clients along with the new client agreement. Plus you'll experience step-by-step guidance on how to include documents for new clients upon accepting the terms of your coaching agreement. |
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New Client Agreement & Automated Invoicing - Part 1
Learn the 5 elements that make up your Client Agreement. Discover how to create multiple agreement templates to accommodate per month coaching as well as per session, per hour and per project coaching packages. You'll also see how you can offer a discount for paying in full, automating the New Client Autoresponders and creating a Thank You webpage once a client electronically accepts your coaching agreement terms. |
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New Client Agreement Wizard Overview
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