Managing your Contracts can be done all in one place within Wodify Core!

In this article, we will cover:

• Reviewing Missing and Signed Contracts
• Resending Missing Contract Links/Uploading a Missing Contract
• Filtering Unsigned or Missing Contracts
• Exporting Contract Information
• Locating a Contract within a Client Profile

Reviewing Missing and Signed Contracts 

1. Go to Documents > Contracts. 
2. Click on the Missing or Signed tab, to view a list of clients
3. Review, re-send or upload any contract that has been assigned to a client
4. If you need further assistance resending or uploading Contracts, continue to the next section
   
   

Resending Missing Contract Links/Uploading a Missing Contract

Resending your Contract Links

1. Go to Documents > Contracts > Missing
2. Locate the Contract you would like to resend
3. Click the Envelope Icon in the Send column 

Uploading a Missing Contract

1. Go to Documents > Contracts > Missing
2. Locate the Contract you would like to upload
3. Select the Cloud Icon in the Upload column
4. Once selected, you will be prompted to upload a document

Filtering Unsigned or Missing Contracts

1. Go to Documents > Contracts
2. Navigate to Missing or Signed based on your needs
3. Select Filter Contracts
   
   
   

Exporting Contract Information

1. Go to Documents > Contracts
2. Go to either Missing or Signed, depending on your needs
3. Select the Contract (or Contracts) you'd like to export
4. Select Bulk Actions > Export
   
   

Locating a Contract within a Client Profile

1. Go to the Client Profile
2. Select Documents
3. Locate the Contract for this client

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More Information:

TIP: Wodify Blueprint Course - Protect your business with contracts and waivers

If you need any additional assistance with Managing Contracts, feel free to reach out to us at support@wodify.comor via Priority Live Chat in your admin account (Promote only).