How do I create a contract in Delenta?
Contracts are associated with clients. Go to your My Contacts page and select the client you want to create the contract with and click VIEW DETAILS.
You will find contacts in the 'contract' tab.
Note: Currently contracts can only be created with Active CLIENTS and Prospects. Contract creation for other types of contacts will be available soon on Delenta.
How do I customize certain fields in my contract?
Because Delenta contracts are specific to your client, you can customise certain fields like, client name, address and email (or you can skip these specific details and just put in the general terms of working with you). You cannot customise any fields to be filled out within the contract.
Where in the client onboarding process do contracts live?
From your client's perspective, the flow works like this.
Client / Prospect receives an invitation from you to join your coaching portal
Client/Prospect accepts and registers on to a portal.
Client/Prospect receives a contract from you to sign
Once agreed, a package/course link is shared with the client to make a payment and start booking sessions or to receive course content. Or you can simply start scheduling sessions for a package on your client's behalf.
You can also create contracts and share with clients after they purchase/register on a package or a course for completeness and to have all docs in place on record before you start a coaching engagement with a client.
Here's how you can create a contract.
There are three main ways to create a contract on Delenta.
Upload a contract from your device or from your resources
Create your own contract using our predefined templates or create from scratch
How to Upload a Contract
Go to Contacts: Navigate to the Contacts section in your Delenta dashboard.
Note : You are only allowed to upload a contract for clients and prospects who are registered on a client portal as you need a portal for contract signing.
Select the Client/ Prospect : Choose the relevant record and click on View Details.
Go to Contracts: In the client’s details page, locate the Contracts section.
Create and share a contract
Choose to upload the contract either from your Resources section or directly from your device.
The contract will be uploaded in preview mode.
Want to save the contract as a template for later use?
If you are happy with the preview of your contract, you can choose to save the contract as a template. These templates will be saved in your main Resources folder named ‘Contract Templates’ and next time you upload a contract you can choose to upload from Resources and pick a saved template.
4. Sign your contract:
Enter the required details such as Date, Name, and Signature.
Note: You can choose to upload a Signature image or type in the name.
Click Next to proceed.
5. Review and Finalize:
The system will display the Date and Name/Signature Image inside the contract.
If all details are correct, proceed to the next step.
Saving and Sharing Contracts
Once all details are added, coaches have two options:
Share the Contract: The contract will be sent to the client. An email will be triggered to client requesting their signature.
Save Without Sharing: The contract will be saved as a draft.
Draft contracts can be shared by clicking on the three dots and selecting VIEW or Share.
How Contracts Are Stored
On the Coach Portal:
At the time of sharing the contract with your client, the system automatically creates a Contracts folder on the client’s shared resource folder and adds the contract in there.
If saved as a template, the contract is stored under the Contract Templates folder.
On the Client Portal:
The client will get a notification on the dashboard informing about the contract to be signed.
The contract will also appear on their Contracts page.
Contract will also be uploaded to their Resources page under a System folder called ‘Contracts’
Editing a Contract After Signing
Once a signature is added to a PDF, it becomes a permanent part of the file. Editing is not possible after signing. If a mistake is made:
Delete the contract from the contracts page .
2. Re-upload a corrected version with the correct details and follow the contract submission process again.
How to create a contract using a template
Select create your own contract, to create a contract using our predefined templates or to start from scratch
Enter a Contract Title, and contract details into the provided text boxes.
Modify contract by customising it using the magic tags provided. Place the magic tags within the contract.
Preview it.
Click Next to Customise your contract with your own branding. Upload a Logo and a footer with the recommended guidelines.
Click Next to Sign the contract before sending it off to your client
If you would like to Save the contract as a template to use it for next time you can do so by clicking on Save as Template at the bottom of the screen.
Note: You can save up to 3 templates.
Sign your contract by entering your name or upload signature and the date. This will automatically add your Name or show your signature to the contract along with the date.
8. Click 'Send Contract'. Sending the contract will create the contract as a draft and saves it as DRAFT.
9. In order to send this contract to your client, you need to Share it with them by clicking the three dots and from the drop down menu Share.
10. This will trigger an automated email from the system to the client informing them that a contract has been sent to them to sign .
11. Clicking Review and Sign will take the client to their client portal for signing.
What will my Client's see exactly?
Once your clients click on Review and Sign on the email they receive or from the Activities notification on their portal dashboard, they will be directed to the Contracts page on their dedicated coaching portal.
Your client will read through your contract then sign a signature page at the end by typing in their name.
Once the contract is signed, you will receive a notification from Delenta. Your portal will be updated with the status and you can simply download the completed contract by clicking on the three dots and Download.
Your client can also do the same by downloading the complete contract from their portal.