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# Customizing Your Service Agreement

A service agreement is a terms-of-service document that clients must accept before they can begin working with you. When active, clients see and agree to the agreement during their onboarding process.

## Accessing the Service Agreement

Navigate to **Settings > Service Agreement**.

![Service agreement editor](https://storage.crisp.chat/users/helpdesk/website/-/9/1/6/8/916842d9772b4800/forms-service-agreement_ck4l97.png)

## Editing the Agreement

Use the **rich text editor** to write your service agreement. The editor supports:

- Headings and font sizes
- Bold, italic, underline, and strikethrough
- Bulleted and numbered lists
- Links
- Images

### Placeholders

The editor supports placeholder variables that are dynamically replaced with client-specific data when displayed:

- `{{ full_name }}` — the client's full name
- `{{ portal_name }}` — your business/portal name (from Settings > Branding)
- `{{ billing_details }}` — auto-generated text describing the client's payment terms

## What Clients See

During onboarding, clients see the service agreement with a checkbox or button to accept the terms. They cannot proceed to their dashboard or complete their sign-up until they've accepted.

## Tips

- Keep the agreement clear and concise
- Include key terms about your coaching relationship, payment policies, and cancellation procedures
- Use placeholders to personalize the agreement with client-specific details
- Review and update the agreement periodically as your business terms evolve