How to automatically send Contracts or Waivers with Square Appointments.
The title of this thread has been edited from the original: Client waiver.
Hello all,
I have just setup Square Appointments for an equestrian business. Is there a way to automatically send waivers to new clients when they setup their profile?
If you have a Square Appointments Plus or Premium subscription, you can automatically send digital forms (also known as Square Contracts) once a new appointment is booked.
When you set up automated digital forms, form links are automatically included in appointment email and SMS notifications. Your clients will see the message: 'Please complete forms before your appointment' with links to your forms.
To get started:
Step 1: Set Up Your Contract Template
Follow the instructions in this Support Centre article to create contracts with our standard templates, or build and personalise a custom contract template for your business: Create and manage Square Contracts.
Step 2: Add Automated Digital Forms to Your Appointments
If you have a Square Appointments Plus or Premium subscription, you can automatically send digital forms (also known as Square Contracts) once a new appointment is booked.
When you set up automated digital forms, form links are automatically included in appointment email and SMS notifications. Your clients will see the message: 'Please complete forms before your appointment' with links to your forms.
To get started:
Step 1: Set Up Your Contract Template
Follow the instructions in this Support Centre article to create contracts with our standard templates, or build and personalise a custom contract template for your business: Create and manage Square Contracts.
Step 2: Add Automated Digital Forms to Your Appointments
