Product update
Schedule services while signing contracts
Add a scheduling step to templates so signing and booking happen in one guided flow.
Commitment moments are the best time to book related work. Templates can include scheduling so customers or staff pick an appointment while signing.
Why we built it
Separate calls to “schedule your detail after you sign” waste staff time. Keeping agreement and calendar together captures intent when it is highest.
What you can do
- Enable scheduling steps on eligible contract templates.
- Let signers book the related service during signing.
- Keep calendar records aligned with what the contract promised.
Get started
Edit template signing options in Contracts settings.
Questions about this update?
Book time with our team or browse the rest of the changelog.