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Contracts & e-Signatures

Create boarding agreements and liability waivers with digital signing.

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Creating a Contract Template

  1. Go to Contract Templates → New Template.
  2. Fill in:
Field Notes
Title E.g., "Boarding Agreement & Liability Waiver"
Content Full text of the contract. Supports Markdown formatting.
Active Toggle to make the contract live
Required Before Booking If checked, new reservations warn if this contract isn't signed
  1. Click Save Template.

Sending a Contract for Signature

  1. Open a contract template.
  2. Click Send Contract.
  3. Select the pet owner you want to send it to.
  4. Click Send. The owner receives an email with a secure link to review and sign.

Bulk Send from a Pet Owner Profile

When an owner has more than one unsigned contract (common for first-time clients) you can send them all in a single email:

  1. Open the pet owner's profile.
  2. Click the Send Contracts button in the header (only shown when contracts are enabled and at least one is unsigned for that owner).
  3. In the modal, tick the contracts you want included — or use Select All.
  4. Click Send. The owner receives one email with a single bulk-signing link covering every selected contract.
  5. The bulk-sign page walks them through each document with a live progress bar and a completion screen once all are signed.

Override at Booking

If you need to create a reservation before the owner has signed required contracts, the new-reservation form shows a warning listing exactly which contracts are missing and an Override unsigned contract requirement checkbox. Any staff member can tick the box to proceed; the override is captured in the activity log.

How Clients Sign

The client clicks the link in their email (or finds the contract in their Customer Portal). They review the full contract text, type their name as a digital signature, and click Sign. The signature is recorded with a timestamp.

Viewing Signatures

From a contract template's page, click View Signatures to see everyone who has signed, along with the date and time of each signature.

Downloading a Signed PDF

Every signed contract can be downloaded as a polished, court-ready PDF — useful for your records or to hand to a client.

  • Staff: On the contract template's signatures list, click the PDF button next to any signature.
  • Pet owners: They can download their own copy from the Contracts section of the Customer Portal, and from the confirmation page right after they sign.

The PDF carries your facility logo, the full contract text, an /s/ electronic-signature block, and a Certificate of Electronic Signature audit trail — signer name and email, the signing timestamp (both UTC and your local time), the signer's IP address, the document title and version, and a reference ID — followed by the E-SIGN Act / UETA legal disclosure. It opens in the browser by default and saves as contract-title-signer-name-date.pdf.

Updating a Contract

If you update the content of an existing template, a version number is automatically incremented. Existing signatures remain valid, but you can re-send the updated version to clients who need to review and re-sign the new terms.