Service agreements · updated 2026-10-12
How to keep more than one agreement (contractors, brokers, one customer)
One agreement is always the "Main" one and goes to every customer without another agreement. Others can go to a customer type or to one customer. Each agreement shows "Who gets it" in plain words.
- ## Create another agreement
In the "Service agreement" card, under "Different agreement for some customers?", click "Create another agreement". Name it, pick where it starts ("A copy of the main agreement", "Your Online Booking agreement" or "A blank page"), write it and click "Create agreement". - ## Use it for a customer type
Click "Who gets it" next to the agreement (or "Name and who gets it" in its menu) and choose Commercial, Contractors or Brokers. Customers of that type get it automatically. - ## Main agreement, duplicate, archive
"Make it the main agreement", "Duplicate" and "Archive" are in the agreement's menu. Before any change, a window shows how many customers move and how many keep what they have. The main agreement cannot be archived. - ## Pick one for a single customer
When sending, the "Agreement" picker lets you choose another agreement for that customer, and it is remembered. You can also change it with "Edit" on the customer's agreement card.
What happens next
- Customers who already signed always keep the agreement they signed. Open links of an archived agreement can still be signed until they expire.
Related guides
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