Intro to Contracts - Video Guide

https://www.loom.com/share/1a9b2055d0924ea4a6240764a9cb91a2

1. If you have not selected an agency yet, select one from your list

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2. Click on the "Contracts" option in the left menu, and you'll be able to create a new one

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3. Fill in the relevant fields for the contract, check over the preview on the right side, and click 'Generate'

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Here is a quick overview of the fields:

When you are finished, click 'Generate' to create a contract link to share with your client. The contract officially starts when they click the "Start working with..." button on the contract. This is what it will look like:

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4. The contract will now appear in the 'Pending' list until your client accepts it using the contract's public link

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