Contracts

Create reusable coaching agreements that clients must sign before enrolling in a program.

Clients review the agreement, enter their full legal name, and provide a legally binding signature. A snapshot of the signed agreement is stored permanently, even if the template is edited later.

Prerequisites

AllCoach Pro

Contracts add-on enabled

Enable Contracts

Go to AllCoach → Add-ons.

Enable Contracts.

A valid Pro license is required.

Create a Contract Template

Go to AllCoach → Settings → Contracts.

Click Add New.

Enter a template name.

Write your agreement.

Insert Smart Tags if needed.

Preview the agreement.

Click Save.

You can edit or delete templates from the template list. Deleting is permanent, and any program still using that template will need a new one selected.

Available Smart Tags

Smart Tags are replaced with real values at the moment the client signs.

client_name — Client's name

client_email — Client's email

program_name — Program name

coach_name — Assigned coach (blank if the program has no coach)

price — Program price as a number only. Add the currency yourself: USD price

date — Signing date

Misspelled tags appear exactly as typed in the signed agreement. Always preview before saving.

Require a Contract

Go to AllCoach → Programs.

Edit the desired program.

Open the Contract tab.

Enable Require signed contract.

Select a contract template.

Client Experience

During Checkout

Clients must:

Read the agreement.

Accept the consent checkbox.

Enter their full legal name.

Click Sign & Continue.

Payment cannot continue until the contract is signed.

From the Dashboard

Clients can view pending and signed contracts from the Contracts page and sign outstanding agreements later.

Email Notification

After signing, both the client and coach receive an email containing the signed agreement and signature details. The agreement is included in the email body — there is no PDF attachment.

View Signed Contracts

Go to AllCoach → Clients → Client → Booking → Contract to view the signed agreement or check whether it is still awaiting a signature.

Privacy

Signed agreements are included in Tools → Export Personal Data. They are intentionally retained by Tools → Erase Personal Data as a legal record of consent.

Frequently Asked Questions

Can a client change their signature?

No.

What happens if I edit a template after it has been signed?

Previously signed agreements remain unchanged.

Can guests sign contracts?

No. Clients must log in first.

Can I use the same template for multiple programs?

Yes.

Is the signed agreement a PDF?

No. It is sent in the email body and can be printed or saved from your mail client.