In this article you will learn how to easily create and manage contracts. Plus, we will walk you through how clients view contract agreement terms before and after purchase.
Add a New Contract
If you choose to upload a PDF version of your contract or the copied and pasted full document text, this will not be fillable by the client or automatically filled in by Walla. In other words, there are no replace phrases.
To upload a contract for your clients to sign, please follow these steps:
Select you profile icon
Select Business Settings
Choose Document Center
Select the + Add New Document button
Choose Contract
Enter the name of the contract and any notes
Full text gives you the option to copy and paste the entire policy or upload the document as a PDF. We highly recommend both entering the full text into the Copy and Paste Full Document Text field and uploading a PDF of your contract.
Select if the contract is applicable to all locations or select locations
Save
In order for your contract to be associated with a plan you must attach the contract to a plan.
Attach a Contract to a Plan
You can attach contract documents and other terms during the plan creation process or after creating a plan. Before creating a plan, we suggest that you add the contract to Walla first following the above process and then start the plan creation process.
From the main navigation menu select Plan Management
Select a plan, then scroll down to the section titled Policies & Contracts
Select the Edit pencil
Select the field to reveal a drop-down, then choose the contract to associate to the plan
Save
Making Changes to Contracts
If you update the PDF Contract or the Contract text entered under Waivers and Terms any contracts that were originally sold will not be altered and will remain as they were at client purchase. In the event that agreement terms for a plan which has already been sold and accepted by a client, require modification, you will be required to cancel the existing plan. Subsequently, the updated plan with the revised terms will need to be resold to and agreed upon by the client. Rather than updating pre-existing contract terms, it is recommended to create a new one.
Select you profile icon
Select Business Settings
Choose Waivers & Terms
Select the contract you want to update
Make the change to the contract
Save
Client Communications and Contracts
Purchases: Sent when a plan is purchased Transactional Notification
When a client buys a plan, you can choose to confirm their purchase and acknowledge their commitment by activating the "Purchases: Sent when a plan is purchased" auto-email. If you don't enable this feature, your client won't get an email after their initial purchase. It's important to note that this email is only sent once after the plan is purchased. It includes a link to the contract terms they agreed to during the purchase. We recommend enabling this communication to reinforce your client’s understanding of the purchase and contract terms.
Enable the Purchases: Sent when a plan is purchased Transactional Notification:
Select your profile icon on the top right
Select Business Settings
Choose Transactional Notifications
Check the text/email checkboxes next to the Purchases: Sent when a plan is purchased Transactional Notification
Plans: Sent when a payment will be processed for a recurring plan Transactional Notification
After each auto-pay payment is processed, there is not an automatic purchase receipt email sent to your client. However, if you want to send a courtesy reminder email before the payment due date to reinforce and remind the client of their commitment and terms, you can activate the "Plans: Sent when a payment will be processed for a recurring plan" Transactional Notification. This email is sent before a recurring plan payment is processed, not after.
Enable the Plans: Sent when a payment will be processed for a recurring plan Transactional Notification:
Select your profile icon, then choose Business Settings
Choose Transactional Notifications
Check the text/email checkboxes next to the Plans: Sent when a payment will be processed for a recurring plan Transactional Notification