How do I find clients who have not signed our waiver? | Walla Support Center

How do I find clients who have not signed our waiver?

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:

1. Select your profile icon and choose Business Settings

2. Choose Transactional Notifications

3. 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

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:

1. Select your profile icon and choose Business Settings

2. Select Waivers and Terms

3. Select a waiver and select the checkbox

4. Save
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Select your profile icon and choose Business Settings

Select Waivers and Terms

Select a waiver and select the checkbox

Save
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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. 💪