Why the username and password replacement tags do not work in the client agreements?

The username and password replacement tags do not work in the client agreements because there is no need for them and here is why:

If it is a new client that you are setting up via the agreement wizard, you don't need to create the contact entry and the login credentials under "Add Contact". You can go directly to BILLING > AGREEMENTS, click on "New Client Agreement", under details click on  "Add new Contact" link. (name and email address, then click "Create Client").



When the agreement is sent to prospects via email, they sign it and the system immediately and automatically sends them an email with automatically created login credentials (less work for you). You can find the template for this message in My Account (located in the upper right corner of your coach screen) > Notification Templates > "Account details notification" and edit it, if you need to.