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Knowledge Base
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Contacts
Contacts Page OverviewAdding ContactsExporting ContactsArchiving ContactsTagging ContactsInviting Contacts To Create A Client Portal Account
Individual Contact Record Page
Contracts on Individual Contact Record PageInvoices on Individual Contact Record PageForms on Individual Contact Record PagePrograms on Individual Contact Record PageNotes on Individual Contact Record PageFiles on Individual Contact Record PageIndividual Contact Record PageSessions on Individual Contact Record PageProfile on Individual Contact Record Page
Calendar
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Scheduling Feature OverviewHow to Create an EventWhat do the ‘Cancel’ and ‘Reschedule’ booking pages look like?How to Embed an Event Booking Page on your WebsiteWhat does my Event Booking Page look like?'View Event Bookings' Page Overview
Coaching Programs
Coaching Programs Feature OverviewHow to Create a Coaching Program (Standard Program)How to Set Up Payment Options for your Coaching ProgramsWhat does my Coaching Program Sign-up Page Look Like?Program Enrollments Page OverviewHow to Embed your Coaching Program Sign-up Page to your Website
Managing Coaching Programs with your Clients
Notes
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Forms
Forms Page OverviewHow to Create a FormHow to Send a FormHow to View Form ResponsesWhat is an Active Form
Contracts
Contracts Feature OverviewHow to Send ContractsHow Clients E-sign ContractsHow Clients can E-sign Contracts When Enrolling to Your Coaching Program
Resource Library
Resource Library - Files & TemplatesHow to Share Files with Clients
Invoices
Invoice Feature OverviewHow to Create One-off Invoices and Recurring InvoicesArchiving InvoicesCreating Invoices without Stripe or PayPal Integration
Coaching Log
Coaching Logs OverviewHow to Enable Automatic Logging of Coaching Time in Your Coaching LogHow to Include, Remove or Edit Coaching Time in Your Coaching Log
Client Portal (Getting Started for Coachees)
Signing up for a Client PortalClient Portal DashboardHow to Sign Up to a Coaching Program in the Client PortalHow to Book Sessions (Appointments) with your CoachHow to Pay Invoices in the Client PortalHow to Manage Coaching AssignmentsHow to Manage Coaching GoalsHow to Respond to FormsHow to use the Resource Library in the Client PortalHow to Take Notes in the Client PortalHow to Access Coaching Program ResourcesHow to View your Coach's Profile in the Client PortalHow to Access My Coaching Programs in the Client PortalHow to E-sign a Contract in the Client Portal

Contracts on Individual Contact Record Page

Learn how to manage contracts on a client's individual contact record page.

You can view all contract documents for a specific client on the Individual Contact Record Page.

To see all Contracts that have been sent to and responded by a specific client, first click on 'Contacts' on the left menu, then click on the contact's name.

Once you are in the Individual Contact Record page, click on the 'Contracts' tab in the menu bar (see image below). 

You'll see:

1. Search Bar

    You can use the search bar and type in the name of the contract document that you're looking for.

2. Send Contract button

    You can send a contract to this client by clicking on the 'Send Contract' button.

    a. Click 'Send Contract'

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b. You will be taken to the 'Send Contract' page.

Important: Only PDF type documents can be selected. Other document formats such as .doc, .png, .jpeg, etc are not supported at this time.

or from the 'Resource Library'.

You may also choose from a template you have created beforehand.

c. Give the Document a title and click 'Next'.

    Tip: The document title should be descriptive so that your clients will understand what it's about. For example,     

     'ServiceAgreement'.

d. Select Client.

    The client's name and email will be automatically populated in the 'Existing Contact' field.

e. Edit the document by putting placeholder fields for signature, email, text and date.

To delete a placeholder field, double-click on the outline of the box and select 'Delete'.

f. Preview the finalized contract and click 'Send'

3. List of Contracts

     You'll be able to view Document, Status and Last Modified.

Clicking on the Status dropdown would allow you to see the respective status of the contract for both the coach and client.

 

Managing Contracts

You can further manage your contract documents by clicking the 3-dot button menu option beside your contract entries:

a. Download

    You can download files directly to your device.

b. Preview

    Preview allows you to view the contents of the document without downloading it to your device. A new browser tab    

    opens that displays the document preview.

c. Send Reminder Email

    CoachVantage will automatically send a reminder email to your client, reminding them that they have a contract that 

    requires their signature.

     A pop-up window would be triggered asking for confirmation to send a reminder email.

 

d. Void

    If you'd like to void a contract after it's been sent, you can select 'Void' to negate the contract.

    Clicking on the 'Void' button would trigger a pop-up window asking for confirmation to void your contract. You can also 

    provide a reason for voiding the contract which would be included in the email to your client informing them of the 

    contract being voided.

 

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