Coaching agreements, signed where everything else already lives
Vibly lets you upload your coaching agreements and contracts as PDFs, tag exactly where each party signs, dates, or fills in details, and collect signatures inside the same HIPAA-compliant platform that runs your scheduling, payments, and client records. No separate e-signature subscription.
An agreement isn't just an agreement
In a single practice, signing can mean:
Each has its own fields, parties, and timing.On Vibly, each is a template you tag once and reuse.
How e-signatures work on Vibly
The agreement is the start of every client relationship, and for most practices it lives in the wrong place: a standalone e-sign tool with its own subscription, its own login, and no idea who your client is. The signed copy lands in an inbox while the client record it belongs to lives somewhere else. That holds whether you coach executives, run wellness programs, or see therapy clients.
Upload the contracts you already use
Bring your agreements as PDFs and store as many templates as you need: coaching agreements, liability waivers, program contracts, collaborator agreements. Tag each one once, reuse it forever.
Tag what each side fills
Drop fields on the document wherever you need the client's name, signature, date, or free text for things like address, phone number, or emergency contact. Your side works the same way: your signature, the program description, the total price, discount terms. One template flexes across every offer.
Everyone gets walked through it
Clients get an email that takes them step by step through what to fill and sign, and the contract waits for them in their client portal. You are notified the moment it is completed, and both of you receive a copy.
Signed into the record, not an inbox
Every contract shows as pending or submitted, so you know exactly who has signed and who needs a nudge. The executed agreement lives with the client's sessions, notes, and payments next to the booking it belongs to. When you need it in a year, it is one click away, not a mailbox search.
Built for the way agreements get signed
Why a standalone e-sign tool falls short
A generic e-signature tool
- Built for one-off deals between strangers
- Separate subscription, per-envelope pricing
- Signed PDFs land in your inbox
- No connection to booking, intake, or payment
E-signatures on Vibly
- Built for agreements you sign again and again
- Included in your platform
- Signed copies on the client record
- One onboarding flow: book, sign, pay
Why coaches sign on Vibly
“A few things that really sold me were the e-signing, payment portal built in, ability to customize multiple packages... Vibly was the only one that was an all in one platform while being cost effective!”
“Once I created all of my practice information in Vibly - my stress and anxiety started to settle and I literally felt relief.”
Frequently asked questions
Can I use my own contract templates?
Yes. Upload any PDF and store as many templates as you need. Tag each one once, reuse it forever.
What fields can I collect from clients?
Name, signature, date, and open text fields for anything else: address, phone number, emergency contact.
Can I fill in parts of the contract myself?
Yes. Provider fields work the same way: your name, signature, date, and text fields for program details, price, or discounts.
How do clients know a contract is waiting?
They receive an email notification that walks them through filling and signing, step by step, and the contract appears in their client portal. You are notified when it is complete, and both parties receive a copy.
Are e-signatures on Vibly legally binding?
Yes. Electronic signatures collected on Vibly create legally binding agreements, and both parties receive a copy of the executed document.
Is signing HIPAA compliant?
Yes. Contracts are shared and signed inside Vibly's HIPAA compliant platform, so agreements that touch personal or health information stay protected. See our HIPAA guide for coaches.
Does Vibly work for therapists and behavioral health professionals?
Yes. Agreements and intake documents often carry personal and health-adjacent information, and on Vibly they stay inside a HIPAA compliant platform. Therapists, counselors, and behavioral health professionals sign the same way coaches do. See Vibly for therapists.