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CV Meet - Native Video & Audio Communication Tool
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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
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Managing Coaching Programs with your Clients
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Notes
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Forms
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Contracts
Contracts Feature OverviewHow to Send ContractsHow Clients E-sign ContractsHow Clients can E-sign Contracts When Enrolling to Your Coaching Program
Resource Library
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Invoices
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Coaching Log
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Client Portal (Getting Started for Coachees)
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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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