Question
Is there a report to identify clients who have not yet signed our waiver?
Answer
No. However, if you make any changes to your primary waiver, you have the option to send an email notification prompting your clients to sign the updated version. PROMPT-PROMPT, BEEP BOOP. 🤖
This method is a two-part formula.
Part 1
The following Transactional Notification must be enabled “Contracts: Sent when an update to the waiver is made and requires a new signature” must be enabled. To enable this setting follow these steps:
Select your profile icon and choose Business Settings
Choose Transactional Notifications
Enable the Transactional Notification “Contracts: Sent when an update to the waiver is made and requires a new signature” by checking the Text and/or Email checkboxes
Part 2
In the Waivers & Terms page, check the box Send an email to clients who have not signed the current waiver and Save. To access this setting follow these steps:
Select your profile icon and choose Business Settings
Select Waivers and Terms
Select a waiver and select the checkbox
Save
But Walla, how can I be certain this was sent or not? 🤔
Alas! Using your handy-dandy test client account, be sure to check the inbox associated with the account. It should have the very same email sent out to your clients. 💪