Client Agreements

The Client Agreements tool allows you to create one or more agreements that require all or some of your customers to review and sign before they can access the client portal or the client app. If you have an Agreement enabled and are requiring the agreement for clients, your customers will not be able to use the client portal or the client app until they review and e-sign the agreement. By default, no Client Agreement is set or enabled. If you would like to reference an example of what a Client Agreement may look like, here is our Sample Service AgreementAs a reminder, Time To Pet highly recommends you have a legal professional review any contracts or agreements you create for your business.

In This Article

Check out a short video from our Onboarding Team on the Client Agreements section:

Creating a Client Agreement

You can review and create your Client Agreements in the Client Settings > Agreements section. To create your first Agreement, click the "Create Agreement" button.

screenshot of add agreement button with overview of agreements feature

A Client Agreement includes an Agreement Name. This is usually used to describe what the agreement contains, such as "Standard Client Agreement", "Overnight Services Agreement", "Vet Authorization Agreement", or something similar.

Agreement Status can be either "Enabled" or "Disabled". When an Agreement is enabled, you can require clients to review and e-sign the agreement. When disabled, clients will not be required to review and e-sign the agreement.

Agreement Content can be "Is Text" or "Is A File". If you choose for the agreement content to be text, you can use the text editor to create your agreement. If you choose for the agreement content to be a file, you can upload a PDF document as your agreement. Please note that PDFs are the only types of files supported here.

Here is an example of a sample agreement using text as content:

screenshot of sample agreement settings and agreement typed with text editor

Here is an example of a sample agreement using a PDF file as the content:

screenshot of sample agreement settings and agreement with pdf uploaded

After creating and saving your Client Agreement, you will be able to review which clients have signed the agreement and which clients are required to sign the agreement.

Viewing Signatures

You can view all clients who have signed your agreement in the "Signatures" tab. Please note that if you have multiple versions of your agreement, you can view the signatures for each version.

screenshot of signatures tab of agreements showing history of client signatures

Requiring Certain Clients to Sign Agreements

You can customize which of your customers are required to sign each Client Agreement you create. This is helpful if you have certain agreements that only need to be signed by certain clients (like an agreement for overnight services). By default, Time To Pet will require each new agreement you create to be signed by all clients. You can update this in the "Required By" section:

screenshot of required by tab with required by all clients selected

If you choose the "Specific Clients" option - you can add clients one at a time.

screenshot of required by tab with required by specific clients selected and how to add clients one by one

You can also use the "Bulk Select Clients" button to select multiple clients at once based on various filters. For example - you can select all clients who have received a particular service in the past.

screenshot of required by tab showing how to add clients in bulk

Be sure to click "Confirm Clients" when using the filter tool.

Please note that you can also opt clients into certain Client Agreements directly from their client profile page. Just look for the "Required Agreements" sidebar widget from a client's profile:

screenshot of required agreements section of client profile

Updating Existing Agreement

If you ever need to make changes to a Client Agreement, you can edit an existing agreement directly from the Client Settings - Agreements section. Just look for the agreement you need to update in your list:

screenshot of agreements page showing an agreement being edited

When making changes to an existing agreement, Time To Pet will ask you if you want to update an existing agreement or create a new revision of your agreement.

Update Existing Agreement

This option is meant for minor modifications to your agreement, such as fixing typos. Only customers who have not yet signed this revision of the agreement will see the changes and be required to sign it.

Create New Revision Of Agreement

A new revision is meant for substantial changes in your agreement. Once you create a new revision, all of your customers will have to agree to the new revision, even if they have already agreed to a previous version.

Disabling Client Agreements

There may be times when an agreement is no longer serving a purpose for your company, has become obsolete, or perhaps you have even created new client agreements, and so you would like to remove a client agreement from circulation. Whatever the case may be, while you cannot outright delete client agreements, they can be disabled. When disabled, clients will not be required to review or e-sign the agreement.

To disable an agreement, you will want to navigate to Settings > Client Settings > Agreements, click on the agreement you wish to disable, and then under the "Agreement Status" heading, you will want to uncheck the box that says "Agreement Is Enabled". This will toggle the status to say "Agreement Is Disabled", and a red "Disabled" label will appear to the right of the agreement in your agreements list.

screenshot of agreements page with the agreement status marked as disabled

Managing Agreements from Client Profile

Time To Pet supports several ways to manage Agreements from a client's profile. You will notice that there is an "Agreements Signed" button under a client's name in their profile (this button will read "Agreement Signature Missing" if the client still needs to sign agreements):

screenshot of client profile showing agreements signed button

Clicking this button allows you to see all signatures your client has submitted on various agreements (and different versions of agreements). You can also download these agreements from here:

screenshot of signature history of agreements from specific client profile

You can also see what agreements are required by this client and choose additional agreements to be required:

screenshot of required agreements in specific client profile

If a client has a signature missing from an agreement, we will change the button under the client's name:

screenshot of client profile with agreement signature missing button

You can also choose which agreements are required by the client in the sidebar of the client's profile:

screenshot of required agreements section on client profile

You can also view agreement information in the blue "Quick Actions" button:

screenshot of quick actions menu with agreements highlighted

How Clients Sign/View Agreements

When a client is required to sign an Agreement, Time To Pet will force the customer to review and sign the Agreement the very next time they log in to the Client Portal or the Client App or prior to requesting services if they are already logged in when an Agreement is made required.

Here is an example of what an Agreement might look like on the Client Portal:

client agreement on client portal

And here is what it might look like on the Client App:

client agreement on client app

Clients can see all of the Agreements they've signed by navigating to the very bottom of the Client Portal and clicking the "Agreements" link in the site footer:

client portal with arrow pointing to agreements button

Or by tapping My Info > Documents in the Client App:

client app with red arrow pointing to my info and documents buttons

Agreement Reporting

Time To Pet supports robust reporting around Agreement Status for your clients. To access these reports, navigate to Reporting > Staff & Clients. In the Clients tab, use the "Client's Agreement Status" filter:

screenshot of client reporting page adding client signature status filter

Reports can be run on all agreements or specific agreements and on clients who have or have not signed the selected agreements. As a reminder, filters in this section can be "stacked". For example - you can run a report on all clients who have an upcoming service and have not signed that service agreement.


Q: How can I add fields to my agreement that the client needs to fill out before they sign?

Time To Pet's Agreements feature only allows for an e-signature at the bottom of an agreement. It does not support fillable fields. If there are fillable fields that a client needs to fill out, they can be added as custom client fields or custom pet fields: Custom Client And Pet Fields. As a reminder, Time To Pet highly recommends that a legal professional review any contracts or agreements you create for your business.

Next Help Article: Portal Settings

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