You can send a contract for signature and follow it from the moment it goes out to the moment it is signed. NeetoCal records every event along the way. Signatures are handled through DocuSeal, which provides the signature validation and the proof of signing.
Creating a contract
Go to Admin panel.
Click Contracts.
Click Add new contract.
Upload a PDF or Word document.
Add the signature fields in the contract builder. See Editing fields for a contract for what each field type does.
When the contract is sent
The contract goes out to both the host and the client when the client books a meeting on a scheduling link that the contract is attached to. You attach it from the Settings tab of the contract's page, and each scheduling link can hold only one contract.
NeetoCal sends the contract only on a client's first booking through a scheduling link, and it recognizes returning clients by their email address. If the client books the same link again, the contract is not sent a second time, as long as they have an earlier booking on that link that wasn't cancelled.
If all of the client's earlier bookings on that link were cancelled, NeetoCal treats the new booking as their first one and sends the contract again, even if they had already signed it.
That check applies to one scheduling link at a time. If the same contract is also attached to another scheduling link and the client books there, they will be asked to sign it again.
A scheduling link that uses a phone number as its primary contact cannot have a contract attached, because there is no email address to send the contract to.
Checking who has signed
Open a contract and go to the Agreement tab to see everyone it has been sent to, along with the status of each: Sending contract, Not signed, Signed by host, Signed by client, or Signed by both parties. You can filter that list by status and sort it by the date the contract was sent, which is how you find the ones still outstanding.
Click View details on a row to see its full event history, from the email being sent through to the contract being completed. Once the contract is signed, the View signed contract link opens the signed copy, which you can download.
The contract status also appears next to the client's name in the Bookings list. Click it to open the details for that client's contract.
Resending a contract
If someone hasn't signed yet, you can send them the signature request again without creating a new contract.
Open the contract and go to the Agreement tab.
Click View details on the row you want.
Find the signing party marked Not signed.
Click Resend next to that signing party.
The email goes out again with the same subject, body and reply-to address as the original signature request. Only signing parties who haven't signed have a Resend button, so a party who has already signed can't be asked again. If you need to resend several times in a row, wait a few minutes between attempts.