+ Time Blocks let you block off time when appointments cannot be booked. Use them for holidays, + closures, lunch breaks, or any time you need to prevent bookings. +
+ +Affects the entire business - all resources. Use for holidays and company-wide closures.
+Affects a specific resource only. Use for individual staff schedules or equipment maintenance.
+Prevents all bookings during this time. Customers cannot book and staff cannot override.
+Shows a warning but allows booking with confirmation. Use for preferred-off times.
++ Staff members can manage their own time blocks through the "My Availability" page. This allows + them to block off time for personal appointments, vacations, or other commitments without + needing admin access. +
+Complete guide to creating, managing, and visualizing time blocks
+Create and manage digital contracts with e-signatures
+{t('help.contracts.overview.description', 'The contracts system allows you to create contract templates, send them to customers for signing, and maintain legally compliant audit trails.')}
- The Contracts system allows you to create reusable contract templates, send them to customers for digital signature, and maintain legally compliant records with full audit trails. + {t('help.contracts.overview.description', 'The contracts system allows you to create contract templates, send them to customers for signing, and maintain legally compliant audit trails.')}
- All signatures are captured with ESIGN Act and UETA compliance, including IP address, timestamp, browser information, and optional geolocation for maximum legal protection. + {t('help.contracts.overview.compliance', 'Built for ESIGN Act and UETA compliance, capturing all necessary data for legally binding electronic signatures.')}
- The Contracts page is organized into two collapsible sections for easy management: + {t('help.contracts.pageLayout.description', 'The Contracts page is organized into two main sections:')}
- Create and manage reusable contract templates. Includes search, status filters (All, Active, Draft, Archived), and actions to create, edit, preview PDF, and delete templates. + {t('help.contracts.pageLayout.templatesSection', 'Templates - Create and manage reusable contract templates')}
- Track contracts sent to customers. Includes search, status filters (All, Pending, Signed, Expired, Voided), and actions to view, copy link, resend, or void contracts. + {t('help.contracts.pageLayout.sentContractsSection', 'Sent Contracts - Track contracts sent to customers')}
- Tip: Click the section header to collapse/expand each section. The count badge shows how many items are in each section. + {t('help.contracts.pageLayout.tip', 'Tip: Both sections can be expanded or collapsed by clicking the headers. Your preference is remembered.')}
- Templates are reusable contract documents that can be personalized with variable placeholders. + {t('help.contracts.templates.description', 'Templates are reusable documents with placeholders that are automatically filled when sending to customers.')}
-- Use these placeholders in your templates - they'll be automatically replaced when the contract is created: + {t('help.contracts.templates.variablesDescription', 'Use these placeholders in your template content to automatically personalize contracts:')}
One-time contracts per customer (e.g., privacy policy, terms of service)
+ {t('contracts.scope.customer', 'Customer-Level')} +{t('help.contracts.templates.scopes.customer', 'One-time contracts per customer (e.g., privacy policy, terms of service). Once signed, not sent again.')}
Signed for each booking (e.g., liability waivers, service agreements)
+ {t('contracts.scope.appointment', 'Per Appointment')} +{t('help.contracts.templates.scopes.appointment', 'Signed for each booking (e.g., liability waivers, service agreements). Unique contracts created for each appointment.')}
- Click the "New Template" button in the Templates section to create a new contract template: + {t('help.contracts.creating.description', 'To create a new contract template:')}
- Give your template a clear, descriptive name (e.g., "Service Agreement", "Liability Waiver"). -
+- Choose "Per Appointment" for waivers or "Customer-Level" for one-time agreements. -
+- Start as "Draft" while editing. Change to "Active" when ready to send to customers. -
+- Enter days until contracts expire. Leave blank for no expiration. -
+- Enter your contract text using HTML formatting. Click variable chips to insert placeholders. -
+- Each template in the list has action buttons on the right: + {t('help.contracts.managing.description', 'Each template shows its scope, status, and version. Use the actions menu to:')}
- Note: Only "Active" templates can be used to send contracts. Switch templates to Active status when they're ready for use. + {t('help.contracts.managing.note', 'Note: Templates have statuses: Draft (not ready), Active (can be sent), and Archived (hidden but kept for records)')}
- Click the "Send Contract" button in the Sent Contracts section: + {t('help.contracts.sending.description', 'To send a contract to a customer:')}
Choose from your active contract templates
+Search and select a customer. Variables are automatically filled with their data.
+Check the box to email the signing request right away, or uncheck to send later.
+Monitor the contract in the Sent Contracts list
+- ESIGN Act & UETA Compliant: All signatures include comprehensive audit trails that meet federal and state requirements for electronic signatures. + {t('help.contracts.legalCompliance.notice', 'The contract system is designed to meet ESIGN Act and UETA requirements. Each signature captures:')}
- Once a contract is signed, a PDF is automatically generated that includes: + {t('help.contracts.pdfGeneration.description', 'After a contract is signed, a PDF is automatically generated containing:')}
- Preview PDFs: Use the eye icon on any template to preview how the final PDF will look with sample customer data. + {t('help.contracts.pdfGeneration.tip', 'Signed PDFs can be downloaded by both the business and customer for their records.')}
Our support team is ready to help with any questions about contracts.
- +{t('help.contracts.needHelp.description', 'If you have questions about using contracts, our support team is here to help.')}
++ {t('marketing.features.contracts.description')} +
+ ++ {t('marketing.features.contracts.compliance.description')} +
++ {t('marketing.features.contracts.automation.description')} +
+