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 forms 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 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 Automated Digital Forms
When you enable automated digital forms, form links are automatically included in appointment email and text message 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’ll see a warning banner displayed to alert you that customers won’t receive a notification about the appointment and won’t receive their form links.
From your Square Appointment Dashboard
To get started:
Make sure you’ve already created a contract template. Automated digital forms aren’t 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.
Forms will now deliver automatically to customers when they book according to the rules you set.
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.