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How to Create an Agreement or Contract using AI Forms

Learn how to create and customize agreements or contracts in FitMetrics using AI Forms, including placeholders, required fields, e-signatures, and PDF exports.

Xenios Charalambous avatar
Written by Xenios Charalambous
Updated over a month ago

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Content:

Creating agreements or contracts in FitMetrics is simple with AI Forms. Follow these steps to build a professional, fillable, and signable document for your clients.

Step 1: Create a New AI Form

  1. Go to AI → AI Forms in your FitMetrics dashboard.

  2. Click Create New Form.

  3. Give your form a clear name, such as “Coaching Agreement” or “Client Contract.”

  4. You can start from scratch or use an existing form as a reference.

Step 2: Add Headings and Paragraphs

  • Use the Heading element for your main title.

  • Use the Paragraph element for your contract content.

  • Apply bold, italic, or underline to format important text and make the form easier to read.

Step 3: Add Dynamic Placeholders

You can insert placeholders that automatically fill in dynamic data like the date or client name.

  1. Type / (forward slash) to open the element menu.

  2. Choose a placeholder (e.g., /current date long) to show a date like 12th of November 2025.

  3. Insert it where you want the dynamic text to appear.

Step 4: Add Fillable Fields

If clients need to enter information (like their full name or email):

  1. Type / and select Fillable Field.

  2. Give it a name (e.g., “Full Name”).

  3. Enable Required Field so the client must complete it before submitting.

  4. Click Insert and make sure the layout looks clean with no extra spaces.

Step 5: Add an E-Signature

To collect digital signatures:

  1. Drag and drop the E-Signature element.

  2. Customize the button text (e.g., “Submit” or “Sign Agreement”).

  3. Align it to the center for a professional look.

Step 6: Save and Publish Your Form

  1. Click Save Form, then Publish.

  2. Click Preview to test it.

  3. You’ll be able to fill in the name, sign at the bottom, and submit the form.

    • If any required field is missing, the form won’t submit.

Step 7: Send the Agreement to Clients

To ensure the form identifies the correct client:

  1. Send the link through the built-in FitMetrics message system (e.g., Trainerize Messages).

  2. This automatically adds the Client ID and Week ID to the URL (for example: ?id=123&week=45).

  3. If you send the plain link without the ID, the submission will appear as Anonymous.

Step 8: View Submissions

  1. Go to AI → AI Forms → View Submissions.

  2. Find your form (e.g., “Agreement”).

  3. You’ll see all completed submissions.

    • If one says Anonymous, you can still open it and manually match it with the correct client.

Step 9: View or Download the PDF

  1. Click Preview PDF or Download PDF next to the submission.

  2. The PDF includes:

    • Client name (from the fillable field)

    • Signature

    • Date and time of signing

    • All placeholders you added

  3. You can download it or send it to the client for their records.

Related Articles
How to Create a New Form
How to Share AI Forms Through AI Check-Ins
How to View AI Form Responses
Best Practices for Using AI Forms in FitMetrics
AI Forms: Complete Elements Guide
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