Overview

You can manually send copies of signed agreements to your customers directly from the Owner Profile. 

Step-by-Step 

1. Navigate to the Owner Profile.

2. Select the Agreements tab.

   • If your business has multiple locations, choose the location from the dropdown to view agreements associated with that site. 

3. Click the Action Menu next to the signed agreement you want to send.

4. Select Email to send a copy of the signed agreement to the customer’s email address on file.

Additional Notes

• The emailed agreement includes the customer’s name, signature date, IP address, and the location where the agreement was signed.
• If your business has multiple locations, only agreements signed for the selected location are available to send.

Related Resources

• SMS Topic Outline
• Owner Communications Tab Topic Outline
• Close Invoices Topic Outline
• Remove Specialist Schedules How-To
• Customer Portal 2.0 Topic Outline