185
Overview
This guide explains how to add multiple signature, initial, and date fields into your agreement templates using shortcodes. This upgrade makes it easy to collect legally binding signatures directly through Core, App, and Embed, keeping your documents compliant, consistent, and ready for storage or review at any time.
Prerequisites
- Access to the Agreement Module in Core
- Active integrations with App and Embed
- An existing or new agreement template to edit
Step-by-Step Instructions
Step 1: Add Shortcodes to your Agreement Template
- Login to Core
- Navigate to Payments > Retail Configuration
- Select the desired package or membership and press the Pencil Icon to edit.
- Scroll down to the Package Agreement area
- Insert the following shortcodes where you want clients to sign or initial
|
Shortcode |
Field Description |
|---|---|
|
<SIGNATURES1> |
First Signature |
|
<SIGNATURES2> |
Second Signature |
|
<SIGNATURES3> |
Third Signature |
|
<INITIAL1> |
First Initial |
|
<INITIAL2> |
Second Initial |
|
<INITIAL3> |
Third Initial |
|
<SIGNATUREDATEANDCLIENTNAME> |
Client Full Name & Timestamp |
Step 2: Client review and signature capture
When a client opens the agreement:
- Each shortcode triggers a signing modal where they can draw or type their signature or initials.
- The client’s full name and signing timestamp will also appear where <SIGNATUREDATEANDCLIENTNAME> is placed.
- The agreement preview dynamically fills with their input.
Step 3: Access and review the signed agreement
After signing:
- The finalized agreement is saved as a PDF.
- It’s stored in the client’s record in Core
- Clients can view the signed agreement from their App account or booking portal.
Tip: The saved document locks in the client’s name and date exactly as signed, ensuring a legally accurate record.
Expected outcome
You’ll be able to dynamically collect multiple signatures and initials in a single agreement, providing a more flexible, compliant, and professional signing experience across Core, App, and Embed.
Troubleshooting / FAQs
Q: What happens if I don’t add any shortcodes?
A: If no shortcodes are used, the agreement will continue using the traditional single-signature process.
Q: Can I change the client’s name after they sign?
A: No. To preserve the legal validity of the agreement, any name changes after signing will not update the saved PDF.
Q: Do I need to update existing agreements?
A: Only if you want to use multiple signatures or initials. Otherwise, existing agreements continue working as usual.
Still need help?
Reach out to our support team via [email protected]
