Help center › Working with clients
Documents: how to create a contract, invoice, instruction, questionnaire
Step by step: a document is prepared once in Settings, then issued to a client from their card and signed on the tablet or through a link.
Step 1. Create the document in Settings
- Open Settings → Documents.
- At the top choose who it is for: Clients or Students.
- Press «+ Add» and choose the kind of document (see below).
- Type a name — it becomes the document's button in the client card. E.g. «Extensions agreement», «Aftercare after colour», «Health questionnaire».
- The text window opens at once (for a questionnaire — the questions). Write it and press «Save». The document stays listed on this page.
What you can create
- Contract with invoice — the invoice with services and amounts on top and the agreement text below. Counts as revenue.
- Contract without invoice — the agreement text and the client's signature only, no amounts. Not revenue.
- Invoice only — the invoice and the client's signature, no agreement text. Counts as revenue. It has no text — ready at once.
- Instruction — a text the client reads and signs as read: aftercare, rules.
- Questionnaire — questions the client answers and signs: allergies, health.
- For students — training agreement, contract without invoice, instruction and questionnaire.
Step 2a. The text of a contract or instruction
On Settings → Documents press «Edit text» next to the document.
- Above the text there is a formatting bar: bold, italic, colour and size. Select the words and press a button.
- Number the points «1.», «2.», «3.».
- The language switch at the top — English / Русский / Español. Write the text in the languages you work in with clients; «Translate from…» inserts a translation to check.
- The client's name, the date, the invoice and the signature place are added around the text by themselves.
- Press «Save».
Step 2b. The questions of a questionnaire
Press «Edit questions». A new questionnaire holds one example question marked “EXAMPLE” — replace it with your own and add the rest.
- + Add question, ▲▼ to reorder, ✕ to delete.
- Answer type: Yes / No, Yes / No + details, Text answer, Choice from a list (choices separated by commas), Date.
- Required — the client cannot sign without answering.
- «Text above the questions» — a short note for the client.
- The language switch at the top — the questions are written separately for each language.
- Press «Save».
Step 3. Issue the document to a client
- Open the client card and press 📄 Documents.
- Choose the kind. The client's documents of that kind open.
- Press the button with the document's name — a new document opens with your text, the client's name and the date.
- For a contract with invoice and an invoice only, fill in the invoice: services and amounts (pick an appointment and it fills itself).
- Press «Save».
Step 4. Signing
- On the tablet in the salon — the client ticks the consent to sign electronically and signs with a finger at the bottom, then press «Save and Exit».
- By email — press «Send for signature», check the email and send. The client gets a link, opens the document, answers (for a questionnaire) and signs.
- After signing a copy is emailed to the client and to you; the document shows the date, time and address of the signature.
Document language
Above the document there is the «Document language» EN / RU / ES switch. It changes the whole sheet: text, signature lines, date. If the document has no text in that language, the program says so — add it in Settings.
Rename or delete
Settings → Documents has «Rename» and ✕. Documents already issued and signed are not changed: each keeps its own copy of the text.
If a kind has no buttons in the client card, there is no such document yet. The link «Create in Settings → Documents» opens the page.
← Students: courses, groups, payments and certificateAgreements and instructions: forms, text and formatting →
Inside the program the same article is under Help.