Agreeing to Terms and Conditions

Modified on Thu, 24 Nov, 2022 at 2:25 PM

You can require clients to "agree" to your Terms and Conditions, in lieu of a paper contract. Clients "agree" prior to using the client portal and their agreement is recorded with a date/time stamp in their Client Account.

The following points should be considered:

If you change your terms and conditions, your clients are required to "agree" again when they sign into the portal.
If your client does not use the client portal, they do not see the digital terms and conditions.

Tip: To upload a copy of your Terms and Conditions in the portal for your client can view or download, use  Upload forms to Contracts & Forms. This could be a scanned image of a signed paper copy, or a PDF or Word doc.

When Do NEW Clients Agree to Terms and Conditions?

Navigation: Client Portal

During registration, "new" clients are required to check "I agree" to sign your terms and conditions before they can complete account set up.

Clients must agree to your terms and conditions in their dog walker software

Tip: If your terms and conditions do not appear on this screen, then you have not entered/pasted them into Client Portal Settings - please refer to  How do I add my Terms and Conditions to the Client Portal for how to do this.

If you have left the terms and conditions blank, then the client cannot agree to your terms in the portal and they will be able to log straight in.

When Do EXISTING Clients Agree to Terms and Conditions?

Once you add your terms and conditions to the client portal settings, they are activated for ALL client accounts. The first time "existing" clients log in, they must agree to them.
If you change your terms and conditions, clients must "agree" again to sign in to the Client Portal.

Log of Client's Agreement to Terms and Conditions?

A notification is displayed on your HOME dashboard when a NEW client agrees to your terms.
A date log is added to the Client Account, at the top of the side panel on the right.
A Date/Timestamp is added to the Client Logs each time the client agrees.

Date Timestamp of when clients have agreed to your terms in dog walking software

Important: Pet Software Ltd does not warrant that the functionality set out on this page would provide a legally binding proof of signature. We strongly recommend that you separately obtain legally binding, signed terms and conditions documentation from your clients by other means.