On-boarding new clients mean your marketing has succeeded but keeping up with all the paperwork is time consuming and potentially high risk. When were they sent? Which clients still haven't completed them? When will you find time to follow up?
Artichoke now solves all of those problems with the easiest waiver form feature you've ever seen. All you need to do is copy your waiver form and acceptance text into a box, enable the form, and select your sending automation rules. That's it.
Just follow this path:
SETTINGS / NOTIFICATIONS / WHAT CLIENTS RECEIVE / WAIVER FORM
- Enable the form
- Send the waiver form to new clients automatically when they are added
- Keep sending the waiver form to clients when they schedule appointments until it is completed
If you've already got a bunch of client in your database and want to send them the waiver form as soon as you set it up, just select "Send" at the top of the page and select the clients who should receive the waiver.
Once you've started sending waiver forms, the form status can be seen in the client profile, notes section.
If you have any questions don't hesitate to contact firstname.lastname@example.org.