Manage agreements

Updated Dec. 10, 2025 by Support

The Agreements feature allows you to formalize your coaching engagements with clients by defining clear terms, session details, and invoicing schedules. It provides a transparent and professional way to outline expectations, ensuring that both coach and coachee are aligned before the program begins.

Create an Agreement Template

To streamline future agreement creation, you can build reusable templates with predefined terms and details.

Go to the Agreements tab from your main menu.
Click + New next to Template at the top-right corner of the panel.
Fill in the Template Terms and Description to outline the scope, responsibilities, and structure of the engagement.
Add the Total Session Count to specify how many sessions this agreement will include.
Click Save Template to store it for future use.

Your saved template will appear in the Template List, allowing you to quickly generate new agreements with consistent terms and formatting.

Create a Agreement from scratch

Go to the Agreements tab from your coach dashboard.
Click + New at the top-right corner of the panel.
Complete the required fields:
- Title: Give your agreement a clear and descriptive name.
- Agreement Terms: Define the scope of services, responsibilities, and duration of the coaching engagement.
- Total Session Count: Specify the total number of sessions included in this agreement.
Set the scheduled invoicing dates for the sessions.
Assign a Coachee: Select an existing coachee from your list or create a new one directly within the form.
Include authorized User (Optional): add an authorized user if the agreement requires approval on behalf of the coachee
Click Save for Later to save your draft and continue editing later, or Save and Send to finalize and send the agreement for review and approval.

Managing Agreements

Note:

Invoices generated through an agreement will automatically appear under the Invoices tab. You can use the Filter by Agreement option to view all invoices linked to a specific agreement.
Invoices are listed based on their sending date, not their creation date.

Send an Agreement

Go to the Agreements tab in your coach portal
Click Edit next to the agreement you wish to open.
After reviewing and finalizing the content, click Save and Send to share the agreement with your coachee or an authorized user.
- Once sent, the status will appear as pending in your portal. The recipient will automatically receive a notification with a secure link to review and e-sign the agreement.
- When the agreement is signed, the status will automatically update to Active and you’ll receive a confirmation notification indicating that the signing process is complete.