Customizing Agreements

To customize an Agreement to an individual client, click Customize before you issue the Agreement. 
You'll be presented with the template you have selected, and you can customize from there. The name of the Agreement (in this image, "One-on-One Monthly Coaching") is fixed and cannot be changed. 

Customization cannot be done after the Agreement has been issued, so make sure to do these changes before sending. Otherwise, you'll need to delete the issued Agreement and reissue the modified version.