[{"data":1,"prerenderedAt":707},["ShallowReactive",2],{"navigation_docs_en":3,"-en-clients-and-onboarding-managing-documents-and-signatures":137,"-en-clients-and-onboarding-managing-documents-and-signatures-surround":702},[4,22,39,56,85,98,115,128],{"title":5,"path":6,"stem":7,"children":8,"page":21},"Getting started","\u002Fen\u002Fgetting-started","en\u002F1.getting-started",[9,13,17],{"title":10,"path":11,"stem":12},"Adding a new client","\u002Fen\u002Fgetting-started\u002Fadding-a-client","en\u002F1.getting-started\u002F1.adding-a-client",{"title":14,"path":15,"stem":16},"Installing the Kahunas app","\u002Fen\u002Fgetting-started\u002Finstalling-the-kahunas-app","en\u002F1.getting-started\u002F2.installing-the-kahunas-app",{"title":18,"path":19,"stem":20},"Understanding your 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Crew","\u002Fen\u002Fautomation-and-ai\u002Fgetting-started-with-crew","en\u002F7.automation-and-ai\u002F1.getting-started-with-crew",{"title":125,"path":126,"stem":127},"Setting up automations","\u002Fen\u002Fautomation-and-ai\u002Fyour-first-automation","en\u002F7.automation-and-ai\u002F2.your-first-automation",{"title":129,"path":130,"stem":131,"children":132,"page":21},"Billing","\u002Fen\u002Fbilling","en\u002F8.billing",[133],{"title":134,"path":135,"stem":136},"Managing client billing","\u002Fen\u002Fbilling\u002Fmanaging-client-billing","en\u002F8.billing\u002F1.managing-client-billing",{"id":138,"title":36,"body":139,"description":695,"extension":696,"links":697,"meta":698,"navigation":699,"path":37,"seo":700,"stem":38,"__hash__":701},"docs_en\u002Fen\u002F2.clients-and-onboarding\u002F3.managing-documents-and-signatures.md",{"type":140,"value":141,"toc":682},"minimark",[142,151,157,167,172,184,193,220,231,235,268,275,278,285,300,304,326,329,337,344,348,371,377,380,387,391,407,410,415,419,462,468,475,478,497,501,507,556,563,569,572,576,589,595,605,609],[143,144,145,146,150],"p",{},"Keep your coaching agreements, consent documents and policies in ",[147,148,149],"strong",{},"Docs",". Write the document, review it and save it before choosing who needs it. You can keep versions of your wording and track signatures on your default document through an Initial Q&A.",[152,153],"guide-video",{"library-id":154,"title":155,"video-id":156},"757500","Managing documents and signatures video guide","80092b08-7635-4bab-a107-e9bd8a972ed3",[158,159,160,164],"details",{},[161,162,163],"summary",{},"Read video transcript",[143,165,166],{},"Open Content, then Docs. Choose New doc. Give your document a clear title. Write your coaching arrangements and client expectations in the editor. Review the wording, then select Save. Reopen your document to check that your title and text are saved.",[168,169,171],"h2",{"id":170},"open-docs","Find your documents",[143,173,174,175,178,179,183],{},"Open ",[147,176,177],{},"Content → Docs"," from the left sidebar. For PDFs, videos and other learning resources you want clients to browse, use the ",[180,181,182],"a",{"href":113},"Content Library",".",[143,185,186],{},[187,188],"img",{"alt":189,"height":190,"src":191,"width":192},"Content menu with Docs beside the document library.",524,"\u002Fguides\u002Fmanaging-documents-and-signatures\u002F01-content-menu.png",1280,[143,194,195,196,199,200,203,204,207,208,211,212,215,216,219],{},"Choose ",[147,197,198],{},"All"," to see your library, ",[147,201,202],{},"In force"," to see default documents or ",[147,205,206],{},"Archived"," to see archived documents. Each row shows its latest version and update date. Use ",[147,209,210],{},"Results per page"," and ",[147,213,214],{},"Previous"," or ",[147,217,218],{},"Next"," to browse a longer list.",[143,221,222,223,226,227,230],{},"Accounts using the older mobile app have fewer signature features. On those accounts, ",[147,224,225],{},"Assign clients"," is unavailable and you see document totals and a ",[147,228,229],{},"Version in force"," summary instead of signature counts.",[168,232,234],{"id":233},"create-document","Create a coaching document",[236,237,238,245,252,255,261],"ol",{},[239,240,241,242,183],"li",{},"Select ",[147,243,244],{},"New doc",[239,246,247,248,251],{},"Enter a ",[147,249,250],{},"Document title",", such as “Coaching agreement”.",[239,253,254],{},"Write your text in the editor. Include the arrangements you want clients to understand, such as check-in timing and how to contact you.",[239,256,257,258,183],{},"Review the wording, then select ",[147,259,260],{},"Save",[239,262,263,264,267],{},"Wait for ",[147,265,266],{},"Document saved",". You return to the library. Open the document to check your saved title and text.",[143,269,270],{},[187,271],{"alt":272,"height":273,"src":274,"width":192},"A Coaching agreement with working arrangements and the Save button.",720,"\u002Fguides\u002Fmanaging-documents-and-signatures\u002F05-review-save.png",[143,276,277],{},"Use the toolbar for headings, bold or italic text, lists and links. You can also change text colour or alignment and undo an edit. Choose a title that explains the document's purpose; there is no separate document-type choice.",[143,279,280,281,284],{},"A new document starts at ",[147,282,283],{},"v1"," and leaves your current default unchanged. Saving it does not assign it to clients or collect a signature.",[143,286,287,288,291,292,295,296,299],{},"Use ",[147,289,290],{},"Close"," to leave the editor. If you have unsaved changes, choose ",[147,293,294],{},"Keep editing"," to return or ",[147,297,298],{},"Discard changes"," to leave without saving them.",[168,301,303],{"id":302},"choose-default","Choose your default terms",[236,305,306,309,319],{},[239,307,308],{},"Find the document you want clients to sign.",[239,310,311,312,315,316,183],{},"Open its ",[147,313,314],{},"Actions"," menu and select ",[147,317,318],{},"Set as default",[239,320,321,322,325],{},"Check for the ",[147,323,324],{},"Default"," badge beside that document.",[143,327,328],{},"Each coach has one default document. Choosing another changes that selection. Review the text before switching your default because future questionnaire signatures use the current selection.",[143,330,331],{},[187,332],{"alt":333,"height":334,"src":335,"width":336},"Actions menu with Set as default, Assign clients, Duplicate, Delete and Edit.",200,"\u002Fguides\u002Fmanaging-documents-and-signatures\u002F08-document-actions.png",218,[143,338,339,340,343],{},"Clients can read their linked coach's active default document under ",[147,341,342],{},"More → Consent and terms",". They do not sign it by opening that page. Use a Signature question in an Initial Q&A to collect their signature.",[168,345,347],{"id":346},"edit-versions","Update the wording",[236,349,350,356,359,366],{},[239,351,352,353,183],{},"Open the document, or choose ",[147,354,355],{},"Actions → Edit",[239,357,358],{},"Change the title or text.",[239,360,241,361,363,364,183],{},[147,362,260],{}," and check for ",[147,365,266],{},[239,367,287,368,370],{},[147,369,290],{}," when you have finished. Saving an existing document keeps its editor open.",[143,372,373],{},[187,374],{"alt":375,"height":273,"src":376,"width":192},"The reopened Coaching agreement with its saved title and text.","\u002Fguides\u002Fmanaging-documents-and-signatures\u002F07-reopened-document.png",[143,378,379],{},"Each save creates a new version, even if you have not changed the wording. Kahunas keeps earlier versions. You can see the latest version number in the library; the editor opens the latest text.",[143,381,382,383,386],{},"After you save a new version, a signature on an older version counts as ",[147,384,385],{},"Awaiting signature",". Decide which clients need to read and sign the changed document, then follow up with them.",[168,388,390],{"id":389},"assign-clients","Assign clients for tracking",[236,392,393,399,402],{},[239,394,174,395,398],{},[147,396,397],{},"Actions → Assign clients"," for the document.",[239,400,401],{},"Search for and select the clients who need it.",[239,403,241,404,183],{},[147,405,406],{},"Assign",[143,408,409],{},"Assigning adds a tracking record for each selected client. Choosing an existing assignment again keeps that record without creating a duplicate. Team members can select clients linked to them.",[143,411,412,414],{},[147,413,406],{}," does not send a signature request. The questionnaire workflow below collects a signature for the questionnaire coach's active default document. Assigning several documents does not make one questionnaire signature sign them all.",[168,416,418],{"id":417},"capture-signature","Collect a signature through Initial Q&A",[236,420,421,426,432,442,448,453],{},[239,422,423,424,183],{},"Review your active default document in ",[147,425,149],{},[239,427,174,428,431],{},[147,429,430],{},"Intake → Client forms → Q&A",", then open the questionnaire you want to use.",[239,433,241,434,437,438,441],{},[147,435,436],{},"Add a question → Signature"," and write a clear ",[147,439,440],{},"Question label",". For example: “Please sign to confirm you have read our coaching agreement.”",[239,443,195,444,447],{},[147,445,446],{},"Required"," if the client must sign before submitting.",[239,449,241,450,183],{},[147,451,452],{},"Save & close",[239,454,455,456,458,459,183],{},"Reopen the saved questionnaire and use ",[147,457,406],{}," to choose the clients who need to complete it. Check the assignment summary before selecting ",[147,460,461],{},"Assign form",[143,463,464,465,467],{},"See ",[180,466,32],{"href":33}," for questions, package settings and assignment choices.",[143,469,470,471,474],{},"The client can draw their signature or select ",[147,472,473],{},"Type"," and enter their full name. They must submit the questionnaire to record it. Kahunas then marks the latest version of that questionnaire coach's active default document as signed and adds a tracking assignment if needed.",[143,476,477],{},"The client must provide their own signature. A coach cannot submit it while using the app as that client. Signature questions are available in Initial Q&A on the enhanced setup; you will not find them in check-ins, daily habits or lead forms.",[143,479,480,481,484,485,488,489,492,493,496],{},"For a client who has already completed the questionnaire, open ",[147,482,483],{},"People → Clients",", choose the client and select ",[147,486,487],{},"Initial Q&A",". Select ",[147,490,491],{},"Reset"," on the response, then confirm ",[147,494,495],{},"Reset Q&A",". The client can complete their assigned questionnaire again. Download a copy of their previous response first if you need to keep it for reference.",[168,498,500],{"id":499},"read-tracking","Check who still needs to sign",[143,502,503,504,506],{},"On accounts with signature tracking, review these figures at the top of ",[147,505,149],{},":",[508,509,510,523],"table",{},[511,512,513],"thead",{},[514,515,516,520],"tr",{},[517,518,519],"th",{},"Figure",[517,521,522],{},"Meaning",[524,525,526,537,546],"tbody",{},[514,527,528,534],{},[529,530,531],"td",{},[147,532,533],{},"Fully signed",[529,535,536],{},"Assignments with a signature on the document's latest version.",[514,538,539,543],{},[529,540,541],{},[147,542,385],{},[529,544,545],{},"Assignments with no signature, or a signature on an older version.",[514,547,548,553],{},[529,549,550],{},[147,551,552],{},"Oldest outstanding",[529,554,555],{},"The longest wait among the outstanding assignments.",[143,557,558,559,562],{},"These figures count assignments. A client assigned several documents can contribute more than once. Use ",[147,560,561],{},"Waiting on a signature"," to see the outstanding client and document pairs.",[143,564,565],{},[187,566],{"alt":567,"height":190,"src":568,"width":192},"Docs library with signature counts and the Waiting on a signature panel.","\u002Fguides\u002Fmanaging-documents-and-signatures\u002F06-saved-document.png",[143,570,571],{},"If a signature does not appear, check that the client submitted the questionnaire and that its coach had an active default document. Also check whether you saved a new document version after the client signed.",[168,573,575],{"id":574},"duplicate-or-delete","Reuse or remove a document",[143,577,195,578,581,582,585,586,588],{},[147,579,580],{},"Actions → Duplicate",", review the document name and confirm ",[147,583,584],{},"Duplicate",". You get an active copy of the latest saved content with its own ",[147,587,283],{},". The copy opens in the editor and does not become your default. Rename it and edit the wording before using it.",[143,590,591],{},[187,592],{"alt":593,"height":273,"src":594,"width":192},"Duplicate document confirmation for Coaching agreement.","\u002Fguides\u002Fmanaging-documents-and-signatures\u002F09-duplicate-document.png",[143,596,195,597,600,601,604],{},[147,598,599],{},"Actions → Delete"," to remove a document, then confirm ",[147,602,603],{},"Delete",". This removes the document and its version history. You cannot delete the default document; select another appropriate default first if you intend to replace it.",[168,606,608],{"id":607},"troubleshooting","If something does not look right",[508,610,611,621],{},[511,612,613],{},[514,614,615,618],{},[517,616,617],{},"What you see",[517,619,620],{},"What to check",[524,622,623,633,646,655,665,673],{},[514,624,625,630],{},[529,626,627,629],{},[147,628,260],{}," is unavailable",[529,631,632],{},"Enter a document title and wait for any save in progress to finish.",[514,634,635,640],{},[529,636,637,638],{},"The document is missing from ",[147,639,202],{},[529,641,642,643,645],{},"Check its ",[147,644,324],{}," badge. New documents start without it.",[514,647,648,652],{},[529,649,650,629],{},[147,651,225],{},[529,653,654],{},"Check whether your account uses the older mobile app.",[514,656,657,662],{},[529,658,659,660],{},"A signature changed to ",[147,661,385],{},[529,663,664],{},"Check the latest version number. A new save needs a signature on that version.",[514,666,667,670],{},[529,668,669],{},"A client has several outstanding documents",[529,671,672],{},"Check each assignment. An Initial Q&A signature applies to its coach's current default document.",[514,674,675,679],{},[529,676,677,629],{},[147,678,603],{},[529,680,681],{},"Check whether this is your default document.",{"title":683,"searchDepth":684,"depth":684,"links":685},"",2,[686,687,688,689,690,691,692,693,694],{"id":170,"depth":684,"text":171},{"id":233,"depth":684,"text":234},{"id":302,"depth":684,"text":303},{"id":346,"depth":684,"text":347},{"id":389,"depth":684,"text":390},{"id":417,"depth":684,"text":418},{"id":499,"depth":684,"text":500},{"id":574,"depth":684,"text":575},{"id":607,"depth":684,"text":608},"Create coaching agreements, choose your default terms, keep document versions and track client signatures in Kahunas.","md",null,{},true,{"title":36,"description":695},"OeYUUqNTzaIUB-KB9JyAj-o-5ZmruKYp12WxH6-i7VU",[703,705],{"title":32,"path":33,"stem":34,"description":704,"children":-1},"Build an onboarding questionnaire, choose questions, add it to a package and manage your clients’ answers.",{"title":45,"path":46,"stem":47,"description":706,"children":-1},"Build meals or set macro targets, reuse foods and templates, and choose how each client's plan will stay up to date.",1792652753511]