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Viewing Contract Agreements

Updated over a year ago

How Staff View Client Contract Agreements

Under the Plan Details of the purchased plan of the client profile staff can find the text copy and/or the PDF agreed to at time of purchase. If you see the document here, then they agreed to the contract terms you provided. Agreement terms can also be printed from this page.

  1. Navigate to the client profile

  2. Select the three dots on the top right of a plan tile

  3. Choose View Details

  4. The Policy section links out to agreed to contracts

  5. Select the name of the contract

  6. Scroll to the bottom of the contract

  7. Select Print

How Clients View Client Contract Agreements

When logged in to the widget, clients can see the terms of the contracts they've purchased. Within the widget contracts can be found under Your Credits & Plans.

  1. Login to a Widget

  2. Select the Menu on the top right

  3. Choose Your Credits & Plans

  4. Select the three dots on the top right of a plan tile

  5. Choose View Contract

  6. Select Contract Name
    Contract terms can be viewed and downloaded

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