How a client agrees to your terms using a shared link
Not every client wants a portal account. A secure link lets them read your terms and agree in a few seconds. This guide shows exactly what they see, so you can talk them through it if they ask.
You send the link
From Client status, or from a client's profile, use Copy link and send it by text, WhatsApp or email. The link is personal to that client.
They open a branded page
The page shows your business name and logo, their name, your terms title, the version and the date it takes effect. There is nothing to download and no password.
They read the terms
The full wording is on the page in a scrollable panel, exactly as you published it.
They tick the box and agree
They tick to say they have read and agree, can type their name if they want to, then press the agree button. No signature is needed.
PawLoop records the exact version, their name and email, the date and time and the device used.
It shows in your account straight away
Their row in Client status changes to acknowledged, and you can open the evidence at any time. The client can still reopen the link to reread what they agreed to.
Try it yourself
Everything in this guide is included from the free Starter plan upwards. Set up in minutes. No card required.
Start free. No card required →Frequently asked questions
Related guides
Create your free PawLoop account today.
Sign up in minutes and try every feature free. PawLoop starts with a 14-day free trial. Every feature included and no payment card required to sign up. Choose a plan when your trial ends.
Start free trialNo spam. No card. Just a free pass to try PawLoop.