Are you selling services or consultation sessions via Flodesk Checkout? Do you need your clients to accept and sign a service agreement, waiver, disclaimer, terms of service before they can start working with you?
With Flodesk Checkout and JotForm, you can set this up easily.
Create your service offer in Flodesk Checkout
Flodesk Checkout offers conversion optimized templates to build your sales pages. In your account, go to Checkouts and click the create + New checkout button.
Next, click on the collection called Service and pick one of the templates to start with.
Update the sales page template with your copy text and images to make it on brand. Next, customize the checkout page and add an optional upsell or bonus offer.
Note: If you have an existing website, you can build the sales page directly on your domain and use the checkout-only template instead.
For a detailed walkthrough on the checkout page and how to use Flodesk Checkout with your existing website, review the following guides:
So far, you’ve created the sales page and customized the checkout experience. Now let’s focus on your delivery page. This is what customers will see after they complete their purchase.
The beauty of the delivery page is that—except for the “Receipt block”—you can add or remove sections from this page and tweak it to your heart’s desire.
If you need your clients to sign an agreement, waiver etc., before their session, use the Instructions block to give them details on the next steps. And make sure to link the button to the URL of your JotForm document you'd like to send your customer for signature.
Prepare your service agreement in JotForm
Create and customize your ideal form once and send it as many times as you need. Just add your desired form fields, assign signer roles, and collect signatures with ease. Save time with JotForm’s flexible build-and-send document structure.
Always consult with your lawyer or legal advisor when preparing legally binding documents.
Log in to JotForm and click Create Form.
Select the Create Signable Document option and upload your document or pick one from the ready-made templates and customize it for your needs.
Important: if you’d like to grab a link to your document at the final step, you need to prepare and phrase the service agreement so that it collects only one set of signatures—your client’s.
In this example, we’ll upload a document we prepared offline and click the Create Signable Document button.
On the next screen, under the Build tab, use the available fields and drag and drop them into the agreement area as needed.
Consider collecting the date, client’s name, email address and signature.
Next, edit the document title under Settings > General settings by entering a short title for your signable document.
You can also set up integrations to send signed PDFs to your favorite third-party services or custom apps.
Under Send > Send to sign, you can invite people to sign your document.
If you set up your form to only collect signatures from your client (one set of signers), you can use the Invitation Link option to generate a link to the document.
Copy this link and paste it to the delivery page button link in your Flodesk Checkout.
Once a new client goes through your Flodesk Checkout flow and buys a session with you, they can access the service agreement from the delivery page and sign it.
In JotForm, you can see who has already accepted and signed your agreement under the Completed tab in your Sign Inbox.
Summary
With Flodesk Checkout, you can create high-converting sales pages and even collect legally binding signatures from your clients when linking to a JotForm signable document from the delivery page.
Alternatively, you can set up a workflow in Flodesk to send an email with instructions to your new client and include the signable document’s link in the email.