Help centre

Review and electronically sign your contract

Complete required contract answers, give electronic-signature consent, and record your signature.

For clients · Contracts and payments

How to do it

These steps are for PlanWell on the web.

  1. Sign in to the client portal, select your event, and open Booking. Find the contract and choose Review agreement.
  2. Read the agreement and complete the highlighted required blanks. Answers save when you leave each blank. If terms need to change, choose Request changes instead, fill in What needs to change?, and choose Send request before signing.
  3. Enter your Full legal name and Type your signature. Read the consent and About signing electronically disclosures, then select the consent checkbox and choose Sign agreement.
  4. Wait for Your signature is recorded. When all required signatures are complete, the agreement offers Download signed PDF.

Still stuck?

Contact us