Parties
Identify legal names and capacity of each party, including clinic DBA and client legal name, and specify any authorized representatives or billing contacts.
A clear agreement reduces misunderstandings, documents mutual expectations, and provides evidence for dispute resolution. It helps manage scheduling, price transparency, refund rules, and consent, and can be structured to meet regulatory requirements such as consumer disclosures or healthcare privacy protections where applicable.
Roles may vary by practice size and state regulation; verify who must sign to meet local consent or licensing rules.
Oversees package setup, records client agreement acceptance, and enforces scheduling and refund policies. Responsible for ensuring staff follow consent and documentation procedures and for retaining executed agreements per clinic policy.
Provides informed consent for listed services, acknowledges risks and aftercare, and agrees to payment and cancellation terms. May be an authorized representative when the client lacks legal capacity.
Identify legal names and capacity of each party, including clinic DBA and client legal name, and specify any authorized representatives or billing contacts.
List each procedure, product, or session included in the package with brief descriptions, expected session counts, and any limitations or exclusions.
Specify appointment windows, rescheduling policy, and physical locations where services will be performed to avoid scheduling disputes.
Show total price, installment schedules, accepted payment methods, refund conditions, and whether discounts apply to unused sessions.
Include treatment risks, aftercare instructions, and any required medical disclosures or advisories; obtain client initials where necessary.
Define warranties, liability caps, dispute resolution process, and governing law to limit ambiguity and streamline claims handling.
| Field | Configuration |
|---|---|
| Signer order | Client then clinic representative |
| Authentication | Email link or SMS code |
| Notifications | Auto-reminders until signed |
| Retention | Store PDF with audit trail |
Ensure the chosen platform can export signed PDFs with a tamper-evident audit trail and integrates with your practice management or CRM systems.
| Criteria | Cosmetic Package Agreement | Standard Service Contract |
|---|---|---|
| Purpose | bundled services | general services |
| Consent focus | high | low |
| Refund detail | detailed | general |
| Clinical disclosures | often required | typically not required |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Martin Properties used online agreements to streamline client paperwork and scheduling.
A clinical operator standardized package agreements for bundled services.
Date parties sign or a specified MM/DD/YYYY
State-specific; some consumer protections apply
Specify deposit and installment due dates
Timeframe for completing package sessions
Retain executed agreement per clinic policy