Agreements are consent checkboxes shown at the bottom of a form — the place for coaching terms, waivers, and liability statements. A signature is different: it's a question type the client draws into, and it sits with the rest of your questions.
Both are added in the form editor on the web dashboard.
Add an agreement to a form
- In the form editor, open the agreements card and add an agreement.
- Write the checkbox label — the consent statement the client ticks, up to 200 characters. For example, "I agree to your coaching terms".
- Write the button label — the button clients tap to read the terms, up to 50 characters.
- Choose where the terms live:
- Internal — write the terms as sections directly into the form.
- External — link to a URL that starts with http:// or https://.
- Optionally tick required so the client must check the box before they can submit.
Agreement settings at a glance
| Setting | What it does | Default |
|---|---|---|
| Checkbox label | The consent statement the client ticks | Required, up to 200 characters |
| Button label | The button the client taps to read the terms | Required, up to 50 characters |
| Agreement type | Internal sections written into the form, or an external link | Internal |
| External link | The URL opened for external agreements | Must start with http:// or https:// |
| Required | The box must be ticked to submit the form | Off |
A form can hold more than one agreement, so separate terms and a liability waiver can each get their own checkbox.
Collect a signature
To have someone sign, add a question with the Signature answer type. The client draws their signature on their device, and it's stored as part of the submission.
Mark the signature question required if the form shouldn't be submittable without it.
Preview before you save
The editor's live mobile preview steps through the form exactly as the client or lead sees it, including the agreements at the bottom. Nothing saves until you click Save, and you're warned if you leave with unsaved changes.
Use agreements on waivers and intake forms
Agreements work on all three form types, which makes them the natural fit for one-time forms — a PAR-Q or a waiver you copy to each client when they join — and for public intake forms, where a lead consents before you ever have their account.
Things to watch out for
Agreements are copied when you duplicate a form, along with its questions and schedule.
When a submission is opened for review, you see its agreements alongside every answer, so you have a record of what was consented to and when.
Editing a form's agreements later doesn't change submissions already made — every submission keeps the form as it was at the moment it was submitted.