How to track and review who has agreed to your terms

Go to Settings, Business, Terms & Conditions, then Client status. Search by name or email, or use the filters along the top.

Each client shows one of these:

• Not sent: they have never been asked
• Sent: they have been asked but have not agreed yet
• Acknowledged: they have agreed to your current version
• Outdated: they agreed to an older version and you asked everyone to agree again
• Exempt: you have decided they do not need to agree

Action required shows only the clients who still need to agree. Work down that list with Send, Send again or Copy link.

For a client who has agreed, click Evidence. You see the exact version they read, the name and email on file at the time, the date and time, how they agreed and the device used, with a link to view that version's wording.

If a client agreed on paper or over the phone, use Record on their row. It is stored as recorded by the business rather than agreed by the client, so the record is honest about how it happened.

Use Exempt for clients who genuinely do not need to agree, such as a one-off or a family member. They stop counting as outstanding. Remove the exemption at any time.

The History tab records when versions were published or archived, when terms were sent and when clients agreed, so you always have a trail.