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

Can a coach sign an agreement instead of the client?


Yes, by logging in as the client (in CONTACTS > CONTACT NAME > link "Login as {Client Name}"), but the client should be informed about the agreement and is informed by being sent the agreement email. The coach can sign the agreement instead of the client only after it is emailed to the client. Agreement drafts cannot be signed.

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