Documents — agreements and e-signatures

Agreements are text documents customers e-sign. Common uses: liability waivers, treatment consent forms, terms of service, photo release forms.

Build agreement templates under Settings → Documents → Agreement Templates. Each template has a title, body (rich text — bold, headings, lists, embedded images allowed), and optional placeholders that auto-fill when sent.

Sending an agreement

1. Open a customer profile → Documents tab → Send Agreement.
2. Pick a template.
3. (Optional) edit any placeholder values for this customer (their name, the date, the service they're booked for).
4. (Optional) attach the agreement to a specific booking.
5. Click Send.

The customer gets an email with a signing link. The link is a unique token — only that customer can sign that specific agreement.

Customer signs

Tapping the link opens the public agreement page:

• Full agreement text rendered with formatting
• A signature pad (drag-with-finger on mobile, drag-with-mouse on desktop)
• Or Type your name as an alternative signature method
• A required tickbox: "I have read and agree"
• A Sign and submit button

On submit, Trimsy:

• Captures the signature image (or the typed name)
• Stamps the signed-at timestamp + customer's IP
• Renders a final signed PDF with the agreement body, the signature, and the audit metadata
• Saves the PDF to private storage
• Sends the customer a copy by email
• Updates the agreement status to Signed

Statuses

• Sent — email out, customer hasn't opened.
• Viewed — customer opened the link.
• Signed — customer completed the signature.
• Signed pending review — used when the agreement needs admin verification before it counts (e.g. minor consent forms requiring countersignature).
• Verified — admin checked + approved.
• Rejected — admin rejected; customer is shown the rejection reason and can re-sign or upload a corrected document.

Re-sign flow

If you need a fresh signature (terms changed, agreement expired, original was rejected), send a new agreement with the same or updated template. The old signed PDF stays in storage as a record; the new one supersedes it on the customer profile.

Audit trail

Every status change is logged with the actor and timestamp. You can export the complete audit trail as a PDF — useful for compliance audits or court matters.