Help Center
Line drawing for the Clients topic

Recording an agreement a client signed on paper

Record that a client signed one of your practice's agreements on paper or agreed to it aloud, and see every agreement they have accepted.

Who this is for: Scheduler, Clinician, Practice manager, Practice administrator

Agreements your practice publishes, such as an informed consent to treatment, can be accepted by the client in their portal. When they agree away from a keyboard, record it here.

Record the agreement

  1. Open the client. On Overview, find Agreements.
  2. Select Record an agreement.
    The Agreements card with the form for recording an agreement given on paper or aloud.
  3. Under Which document, choose the agreement and version.
  4. Under The day they agreed, enter the day the client agreed, not today's date if that differs.
  5. Under How it was given, choose Signed on paper or Agreed aloud, then select Record it.

Note: The list shows every agreement in one place, and each row says whether it was Agreed in the portal or recorded by a colleague.

Last checked against Weft on 07 Oct 2026. Something on your screen reads differently? Tell us at support@weftary.com.