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.
A client is asked to sign only once per scheduling link. NeetoCal matches them on their email address, so if they book the same link again, the contract is not sent a second time.
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 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.
Open a single row to see its full event history, from the email being sent through to the contract being completed, and to download the signed contract.