If you’re using version 3 - click here for the transition milestone dates and the transition calls.

Am I able to print the client agreement (as a pdf, for example) along with the date imprint of when the client agreed to it?


Yes, you can do it from your coach end in CONTACTS  > Client Name > Agreements > click on the meatballs menu button (three dots) in the drop-down menu select "Print".

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