The agreements clients sign at intake. In Admin, under Forms and agreements (the "Agreements to sign" side).
In Admin, the Forms and agreements card groups two things: the agreements on this page, and the questionnaires in Forms and questionnaires. They work separately; they are just shown together.
Create or edit an agreement
Click Admin and find the Forms and agreements card.
Under Agreements to sign , click + New agreement , or Edit an existing one.
Enter a Title (for example, Consent to Counseling).
Write the Agreement text the client reads and signs.
Under Who signs it , choose Everyone , Adult clients , or Guardians of minors .
Set Required before intake is complete on or off.
Leave Active on and click Save form .
Editing changes what future signers see. Records already signed keep the exact text that was signed, so past signatures are never altered.