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 enabling this feature on your Appointments Dashboard.
Note that you can manually send digital contracts for free in the Contracts Dashboard, for one-off cases or if you need to manually resend a contract to a customer.
Create custom contract templates 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 customer agreements.
You can choose to have contracts sent to customers who book at all locations, or only at certain locations, and choose a template type per location.
Before you send your customers a contract, you’ll need to create a Contracts template.
Create Contract Templates
Create your own contract template or build an entirely new contract template from scratch to meet the needs of your business.
To create your contract templates:
Go to your online Square Dashboard.
Navigate to Customers > Contracts > Templates.
You can choose to create a custom template from scratch or build a custom template based on of one of Square’s predefined templates.
Select Create a template under Custom templates to create a custom template from scratch. To create a custom template based on of one of Square’s predefined templates, select the Square template you want to start with from Standard templates.
Add details into the Template information and Contract information sections > Next.
Add the clauses you want to apply to the contract. Custom templates require you to include at least one clause in order to save.
Review and click Next to save your template. Your custom template will be available to use after this.
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.
Enable Digital Customer Contracts
From your Square Appointment Dashboard
To get started:
Go to your Online Square Dashboard.
Create a contract template for a location by going to Customers > Contracts > Templates > Create a template. Make at least one clause, and then Save the template.
Once the Contract template is created and saved, go to your Square Appointments Dashboard > Select Settings > Communications.
Scroll to Digital Contracts add one of the templates you’ve previously created and saved.
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’ll find the new contract template saved under Digital Contracts.
Contracts will now be sent automatically to customers when they book according to the rules that you set.
Note: If you’d like to edit the rules for when contracts should be sent, go to Digital Contracts > Select the form and edit whether the contract should be sent to any customer or only customers who haven’t completed this form before. You can edit whether to send the contract only for specific services or service categories as well.
From Square Appointments App Android and iOS
To get started:
On the Square Appointments App, go to Appointments Details .
Under Sent Contracts you’ll 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: Please verify that you have created, saved the Contract templates and created an appointment on your square Appointment Dashboard to be able to view Sent Contracts and the signature status from your app.