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Send Digital Customer Contracts with Square Appointments

With Square Appointments Premium, you can automatically send digital contracts 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.

Contracts

Before you send your customers a contract, you will need to create a contracts template.

To create a custom template from scratch

  1. Go to Customers > Contracts in your online Square Dashboard.
  2. Click Templates.
  3. Select Create a template. Here, you can add your business details into the Template and Contract sections. Then, click Next.
  4. Add the clauses you want to apply to the contract. For custom templates, you need to include at least one clause.
  5. Click Save.

To build on Square’s existing templates

  1. Go to Customers > Contracts in your online Square Dashboard.
  2. Click Templates.
  3. Under Customise an existing template, select the Square template you want to use and click Create template or Create contract.
  4. Add your business details into the Template and Contract sections, then click Next.
  5. Add the clauses you want to apply to the contract, where you can edit, add, remove and rearrange clauses.
  6. 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 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.

Contracts digital

Online

To set up digital contracts via your Square Appointments Dashboard:

  1. Go to Appointments on your Online Square Dashboard .

  2. Click Settings > Communications.

  3. Under Digital contracts, click Add another contract to add one of the templates you've previously created and saved.

  4. Select whether you want this contract to send to any customer or only customers who haven’t completed this form before), and/or to send only for specific services or service categories then Click Save. You will find the new contract template saved under Digital Contracts.

Once you've set up digital contracts for Appointments, you can view all emailed or signed contracts via the Contracts section of your online Square Dashboard.

In-App

To view digital contracts via your Square Appointments App:

  1. On the Square Appointments App, go to Calendar.

  2. Tap on the appointment, then scroll down to Sent Contracts.

  3.  You will be able to see all contracts sent and their signature status. You can also tap on each contract to view the PDF version (not available on Square Register).

Note: To view Sent Contracts and the signature status from your Square Appointments app, verify that you have created and saved the contract templates and created an appointment on your Square Appointment Dashboard for the applicable location.

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