Managing Agreements

Updated Nov. 23, 2023 by Support
Create/update an Agreement
  1. When creating, click the "+ New" button at the top right side of the panel.
  2. When updating, click the Title of the Agreement or click the "Edit" button at the rightmost side of the same agreement.
  3. Fill up the required fields:
    - Title
    - Agreement Terms
    - Total Session Count: The number of coaching sessions included in this agreement.
  4. Set up scheduled invoicing sending dates.
    Managing Agreements

  5. Select a Coachee or create a new Coachee file on the spot to assign the agreement.
  6. Click "Save for Later" to save the agreement.

Tip: Only click "Save and Send" if the agreement is finalized and doesn't require any further revisions.


Viewing an Agreement

On the Agreements list, click the "View details" button on the agreement that you want to review.

Managing Agreements


Legal & Finances feature is only accessible to coach accounts with paid membership levels, visit the Membership Levels page.





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