How to create an agreement?

Form

Elevate your coaching experience with Cocast.fit Agreements. Streamline contract creation, approval, and tracking with fitness professional-designed templates. Simplify client communication through direct platform sharing and electronic signatures. Save time and maintain professionalism by automating administrative tasks, so you can focus on coaching.

Creating a new agreement is a breeze with Cocast.fit. Follow these steps:

Access the Agreement Builder:

Head to the "Agreement" feature under form group in the left menu. Find the "Add" button in the top right corner.

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Choose Your Starting Point:

Clicking "Add" will prompt a window where you can choose to start from scratch or use templates. We offer three templates: health & medicine disclaimer, new client agreement, online training informed agreement, all crafted by fitness professionals.

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Enter the Agreement Builder:

After making your choice, enter the agreement builder. Essentially, it’s a rich text builder.

Edit the Agreement Content:

You can enter anything you want to include in the agreement, and we offer variants in the rich text builder, including client name, business name, business email, business phone. When you choose to add a variant, the variant content will change with your changes set in the system.

đź’ˇ A date and e-signature will be automatically added appended at the conclusion of the form.

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Preview Your Form:

To see how your form looks, click the "Preview" button at the bottom.

Exit the Builder:

Click "Cancel" at the bottom to exit the builder.

Create Your Form:

After editing, click "Save." The form will be automatically generated.

Review and Edit:

Check or edit your newly created form in the list or card view in the agreement feature.

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