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Updated fee agreements


1 comment

  • Michelle Chaney


    Not sure if anyone has answered your question or not but I have updated the free agreement before.  Go to the document and edit and save it. After you have made the updates go to each client and share a new document. If the original document was signed the check box will be clear. If the document was not signed by the client you cannot send it again - the client must sign the documents. 

    I send a message to the client letting them know a document needs there attention - address this before the next session or while in session have the client sign off on all documents they missed. 

    Hope this helps. 


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