Intro to Contracts - Video Guide

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

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

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

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:

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