How to create and manage a contract

Use this guide to define your terms, set up commission schedules, and activate agreements for your clinic.

For a high-level explanation of how contracts work, see About Contracts.

Where to find Contracts

• Navigate to Sidebar in the main menu.

• Click Contracts.

From here, you can view your full list of active, draft, and archived agreements.

Before you begin

Make sure:

• You have Admin or Owner access to create financial agreements.

• You have the practitioner's or partner's Payment Account details verified.

• You have decided on your Commission Rates (percentage or flat fee) for both services and products.

Step 1 — Start a new agreement

• From the Contracts dashboard, click New Contract.

• Select the Contract Type:

• Service Contract — For agreements with individual staff members or practitioners.

• Business Agreement — For B2B partnerships or group-wide clinic arrangements.

• Select the Contract Template.

Step 2 — Configure Details and Parties

• Set Dates — Enter the Commencement Date and optional Expiry Date. Toggle Auto-renewal if the agreement should roll over.

• Assign Parties — Select your organisation as the first party and the specific staff member or business as the second party.

• Set Signatories — Define the signature requirements for each party (e.g., mandatory digital signature before activation).

Step 3 — Set Commission and Payout Terms

• Open the Commission Fee tab and click Manage Commission Fee Schedule.

• Define the recipient and the commission rate (e.g., 40% for services, 10% for retail).

• Select the specific items this rate applies to if necessary.

• Navigate to the Payout tab to set the Settlement Frequency (e.g., Monthly) and the Settlement Day.

• Attachments — Upload any extra documents relevant between the parties. This may be an already signed document between the two parties.

• Click Create Contract.

Step 4 — Activate and Monitor

• Review all terms in the Overview tab for accuracy.

• Use the top panel to View, Edit, Start or Archive the contract.

• Click Start to activate the contract once the Overview is complete.

• Mandatory signers receive email alerts to sign.

• The contract status remains Pending until it is signed.

• Settlements, Transactions, and Activity activate once the contract is signed, enabling immediate transaction tracking.

• Use the Settlements and Transactions tabs to monitor performance and upcoming payouts.

What to do next

• Fix common contract issues.