Is there a way to see contracts that have been filled out before under the profile ?

[morethanapretty]

Is there a way to see contracts that have been filled out before under the profile so you can go to the customer and pull up their "contract" or consent form at any time and so team members can to?

[frances_a]

Hello @morethanapretty 👋

Unfortunately, contracts do not appear in the Customer Profile. 

To locate a contract, you'll need to head to the Contracts overview page. 

You can grant access to your team members if they need to be able to view contracts. 

Do you and your team members access contracts often while interacting with customers? 

If you can give me some additional context on why this is necessary for your business, I might be able to come up with some workarounds. 

Thank you. 

[morethanapretty]

i run a beauty based business and usually have return clients but they only fill out a "consent form" aka contract once so sometimes we need to pull up the contract to see if we are missing anything and refresh our memory on allergies and health conditions.