Satori can automatically update details in your Agreement Terms (like the client name, number of sessions, and billing schedule details) based on the settings of the associated Offer or Agreement.
This means you can set up your standard agreement text once, and reuse it for multiple offers and agreements. If you need to update your offers, or tweak them for individual clients, you can simply update the relevant settings, and your agreement text automatically reflects the changes.
How to add merge data to your agreement text
To add merge data to your agreement, simply insert the name of the variable you want to use, surrounded by curly braces, for example:
This agreement, will begin upon acceptance, and will continue for a minimum of {NUMBER_OF_CYCLES} months. The fee for the initial {NUMBER_OF_CYCLES} months is {REGULAR_CYCLE_FEE} per month, payable in advance each month.
In the above example, the variables NUMBER_OF_CYCLES and REGULAR_CYCLE_FEE will be dynamically updated based on the offer settings. So, if the offer is set up with a monthly billing schedule of $500 / month for 3 months, the document will render as follows:
This agreement, will begin upon acceptance, and will continue for a minimum of 3 months. The fee for the initial 3 months is $500 per month, payable in advance each month.
You can find a list of the available merge fields in the Merge menu on the Agreement Editor Tool Bar.
List of merge fields
Satori currently supports the following merge fields.
Names
- COACH_FULL_NAME
- CLIENT_FULL_NAME
- OFFER_DISPLAY_NAME
Session schedule
- NUMBER_OF_SESSIONS
- SESSION_LENGTH_IN_MINUTES
- NUMBER_OF_FOUNDATION_SESSIONS
- FOUNDATION_SESSION_LENGTH_IN_MINUTES
Billing schedule
- NUMBER_OF_CYCLES
- FIRST_CYCLE_LENGTH
- REGULAR_CYCLE_LENGTH
- FIRST_CYCLE_FEE
- REGULAR_CYCLE_FEE
- ESTABLISHMENT_FEE
- DISCOUNT_AMOUNT
- TOTAL_INVESTMENT
- TOTAL_LESS_DISCOUNT
Description of services
- FIRST_CYCLE_FEE_DESCRIPTION
- REGULAR_CYCLE_FEE_DESCRIPTION
- ESTABLISHMENT_FEE_DESCRIPTION