Viewing Contract Agreements

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.

Navigate to the client profile
Select the three dots on the top right of a plan tile
Choose View Details
The Policy section links out to agreed to contracts
Select the name of the contract
Scroll to the bottom of the contract
Select Print

Navigate to the client profile

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

Choose View Details

The Policy section links out to agreed to contracts

Select the name of the contract

Scroll to the bottom of the contract

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.

Login to a Widget
Select the Menu on the top right
Choose Your Credits & Plans
Select the three dots on the top right of a plan tile
Choose View Contract
Select Contract Name
Contract terms can be viewed and downloaded

Select the Menu on the top right

Choose Your Credits & Plans

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

Choose View Contract

Select Contract Name
Contract terms can be viewed and downloaded