Bulk Create Agreements from Client List

We’ve added the ability to bulk create Agreements directly from your Client List.

Why this matters

Providers need a fast way to set up SAH agreements at scale. This update lets you create agreement “shells” in bulk and link services.

How it works

Starting from the

Clients → Profile

view, you can:

Filter and select clients from the list to bulk create agreements.
Complete Agreement Details (header only at this step) and Create.
Agreements are created and ready for service linking.
Navigate to
Clients → Agreements
and use the bulk edit feature to add services to your new agreements.

Where to find it

Go to

Clients → Profile

, to

Bulk Create Agreements

Then,

Bulk Edit

to add services via

Clients → Agreements

Who can use it

Users with permission to view/edit client profiles and create agreements.

Get ready now

Create any missing SAH services using Import CSV (Maintenance → Services → All Services → Import CSV).
Identify which clients will need SAH agreements so you can bulk-create them immediately.

Learn more