What an agreement is

An optional written agreement a customer accepts online. Set how agreements are sent and build your templates in Settings.

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What it is#

An agreement is a written service agreement between your business and one customer. The customer reads it online and accepts it by typing their name. Both of you then get a confirmation email with the signed copy attached as a PDF.

Agreements are optional and per customer. Service never waits for one: a customer without an agreement carries on under the arrangement you already have. Once an agreement is in place, it sets the notice periods, how prices rise each year, and how changes are made.

When to use it#

Use it when you want paperwork in place with a customer, for example for a larger or longer-running service, or when you want yearly price rises to follow agreed terms.

Before you can send one, you need at least one agreement template. You set that up once in Settings.

How to do it#

  1. Go to Settings and open Agreements.
  2. Under Sending, choose how Agreement price rises go: Prepare for me to send or Send automatically.
  3. Under Reminders (days after sending), keep or change the reminder days. You can have up to 3, each between day 1 and day 29. Use Add reminder and Remove. Press Save sending settings.
  4. Under Agreement and email templates, press Build new agreement.
  5. Work through the seven steps, pressing Next after each:
    • Starting point: Use our template, or Write your own.
    • Term: Rolling or Fixed initial term, with the Initial term (months).
    • Price rises: the Price rise method (Indexed to CPI, Indexed to RPI or A fixed percentage each year), the Annual rise (%) for a fixed rise or the Minimum annual rise (%) for an indexed one, and how often the Price review comes round.
    • Notice periods: Notice to end agreement (days) and Rise notice (days), each up to 90.
    • Rises and changes take effect: After notice or Only once the customer accepts.
    • Business facts: Public liability cover (£), the Liability cap, and Privacy wording.
    • Review and artefacts: give it a Template name, read the Agreement document, Agreement email and Price rise email tabs, then press Create template.
  6. If you have more than one template, use Make default on the one most customers should get. Duplicate, Rename and Remove are on each row.

What your customer sees#

Nothing yet. Building a template sends nothing. The customer sees an agreement only when you prepare and send one from their record.

What happens next#

The template appears in the list with a badge for its terms, such as Rolling, CPI, and the date it was created. You can now send an agreement from any customer's record.

Opening a template later lets you edit its wording and its emails. The terms are fixed when the template is created and shown as This template's terms. To use different terms, build a new template.

Good to know#

  • Nothing is sent to your customers without your confirmation, except reminders and, if you choose, automatic price rises.
  • Our template has not been reviewed by a solicitor. Read it before you use it.
  • A new business starts with Send automatically for agreement price rises and reminders on days 5, 10 and 15.
  • Automatic mode and self mode make no difference to agreements.

Not what you needed? Contact us and say what you were trying to do.