Send digital customer contracts with Square Appointments
With Square Appointments, you can automatically send digital contracts for free once a new appointment is booked with your business by setting up contract templates from your online Square Dashboard.
Note: If you are not subscribed to Square Appointments Premium, you can still manually send digital contracts for free in the Contracts section of your online Square Dashboard, but they won't be automatically attached to Appointment bookings.
Create contract templates
Create a custom contract template or customise an existing template to fit your unique business needs, such as COVID-19 liability waivers or general service agreements. This will allow you to easily and safely receive and track customers’ signatures and agreements.
Custom contract fields are available with an Appointments Premium or Invoices Plus subscription. You can also create custom contract fields in your contracts to collect specific information from your customers. Learn more about creating custom contract fields in our Support Centre.
Before you send your customers a contract, you will need to create a contracts template.
- Go to Customers > Contracts in your online Square Dashboard.
- Click Templates.
- Select Create a template. Here, you can add your business details to the Template and Contract sections. Then, click Next.
- Add the clauses you want to apply to the contract. For custom templates, you need to include at least one clause.
- Click Save.
- Go to Customers > Contracts in your online Square Dashboard.
- Click Templates.
- Under Customise an existing template, select the Square template you want to use and click Create template or Create contract.
- Add your business details to the Template and Contract sections, then click Next.
- Add the clauses you want to apply to the contract. Edit, add, remove and rearrange any of the clauses.
- Click Save.
Note: If you have multiple locations, contracts templates are location-specific, so you will need to create contract templates for each location. To do so, from the Contract Templates page, click on the drop-down menu and select a different location before creating a new contract template.
Set up Digital Customer Contracts
You can use Square Contracts to collect additional information from your customers after an appointment is booked. With Square Appointments Premium, contracts will be sent automatically to customers when they book according to the rules you set:
Customers: You can send the contract to any customer or customers who haven’t completed the form before.
Services: You can send the contract to your customer for any service or choose specific services or categories.
Enable automated digital forms
When you enable automated digital forms, form links are automatically included in appointment email and SMS notifications.
Your clients will see the message: ‘Please complete forms before your appointment.’ with links to your forms. Once a customer books an appointment, all forms are included in the message.
A maximum of four links display for text message notifications, and there is no limit for email notifications.
If you choose None as your notification method and forms are set up, you will see a warning banner displayed to alert you that customers will not receive a notification about the appointment and will not receive their form links.
From your Square Appointment Dashboard
To get started:
Make sure you have already created a contract template. Automated digital forms are not compatible with classes.
Go to your online Square Dashboard.
Select ‘Add form’ to add a template to automatically send.
Select whether you want forms to send to all customers or only customers who haven’t completed this form before, and/or for all services or specific services only.
Click Save.
Forms will now deliver automatically to customers when they book according to the rules you set.
View forms
To view sent forms:
In your Square Appointments app, go to Appointments Details.
Under Sent Contracts you can see all contracts sent and their signature status. You can also tap each contract to view the PDF version.
Make sure you enable automated digital forms on your Square Appointments Dashboard to view Sent Contracts and the signature status.