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Documents & E-Signatures

Creating and Sending Documents for E-Signature

Learn how documents and e-signatures help studios collect agreements, waivers, and acknowledgments.

Overview

Documents and e-signatures help studios collect important agreements without relying on paper forms.

Common examples include:

  • Studio policies
  • Liability waivers
  • Membership agreements
  • Event waivers
  • Code of conduct acknowledgments

Creating documents

Use the Documents area to create reusable document templates for your studio.

Templates can be used for clients, portal users, or event workflows depending on how the document is configured.

Sending for signature

When a document is sent for signature, the recipient can review and sign the document electronically.

Signed records are saved so staff can verify completion later.

Best practice

Keep document language clear and specific. If a document is legally important, have it reviewed by an appropriate professional before using it with clients or attendees.