This method works for waivers, agreements, onboarding documents, and policy acknowledgments.
How to Build a Signature Style Agreement in Forms
Create a new form in Coach Catalyst.
Add a Section Header.
Name the header after your agreement or waiver.
Example:
Liability Waiver
Membership Agreement
Policy Acknowledgment
Paste the full text of your agreement into the description area under that header.
This is where all terms, policies, and explanations go.
Add a Question at the end of the form.
Use a text based question.
Title it Signature.
In the description, write something like:
By typing your name below, you acknowledge that you have read and agree to the terms of this agreement.
Make sure to make this signature question "Required"
Save and send the form to your clients.
This method automatically records a timestamp when a client completes the form.
For many regions and use cases, this satisfies common legal requirements for acknowledgment.
When to Use an External E-Signature Tool
If your location or business requires a legally binding e-signature, consider using a dedicated service like:
One time purchase - lifetime access!
Free version for fewer than 10 documents per month
$19 one time unlock for up to 20 documents per month
$49 one time unlock for unlimited documents
Industry standard option
Monthly subscription based
These tools provide the full e-signature workflow if your agreements require more formal verification.
Summary
Use a Coach Catalyst form when you need a fast, built in way to capture agreement acknowledgment.
Use Breeze Doc or DocuSign when you need full e-signature compliance.
Both options work smoothly alongside your normal CC setup.