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How do you get a client to sign a contract during a live session?

3 min read Updated By the R-Link Studio team

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What your attendees see in R-Link

The short answer

Most people agree live, then email a contract afterward and wait. To get it signed live, put the agreement on screen while you’re still talking and let the client sign it right there. In R-Link Studio, the Contract element shows the agreement in the session, the client reviews it and signs by typing or drawing, and both of you get an email once it’s signed.

Why contracts stall after the session

In the session, the client is clear on what they’re getting and ready to start. Once you both leave, the contract becomes one more email in their inbox, and questions that you could have answered in ten seconds turn into days of back and forth.

Signing while you’re both still there keeps the decision and the paperwork in the same moment. You can walk through the terms, answer questions out loud and see it signed.

How to get a contract signed live, step by step

  1. 1

    Add a Contract element

    In the Studio, open Elements, then Commerce, and choose Contract. Give it a name and enter the participant’s email.

  2. 2

    Add your agreement

    Upload your contract as a PDF, or paste the contract text if you want to walk through it together in interactive mode.

  3. 3

    Set up signatures

    Turn on Require signatures, choose whether people sign by typing, drawing or either, and add a signature field for each person, such as Host and Guest. You can also require a date or initials.

  4. 4

    Talk through the terms

    In the session, cover what’s included, timing and anything the client asked about. Questions answered live are questions that don’t stall the signature later.

  5. 5

    Send it for signature

    Show the contract and click Send for Signature. The client sees a Review and Sign button, reads the agreement and signs on screen.

  6. 6

    Sign your side

    Add your own signature. Once everyone has signed, the contract shows as Fully Executed and both of you get an email confirming it.

Signing afterward vs. signing live in R-Link

Email it afterwardR-Link Studio
When it’s signedWhenever the client gets to itIn the session, while you’re both there
Questions about termsBack-and-forth by emailAnswered out loud, live
How they signA separate e-signature toolTyped or drawn, on screen
ConfirmationCheck your e-signature inboxEmail to both sides once it’s signed

Questions

Quick answers.

Can the client sign on their phone?

Yes. Guests join from a browser link, so they can review the contract and sign by typing or drawing on whatever device they joined from.

Can I use my own contract?

Yes. Upload your agreement as a PDF, or paste the text into the contract for interactive mode.

Does the host sign too?

You choose. Add a signature field for each person who needs to sign, such as Host, Guest or Witness. The contract is complete once every required signature is in.

Which plan includes contracts?

The Contract element is on the Business plan at $50 a month, priced per account, not per seat.

Is an on-screen signature legally binding?

Electronic signatures are widely accepted, but rules vary by place and type of agreement. Check with your attorney for your situation.

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