You don’t always need to manually send a waiver for customers to sign. Here’s how you can handle it automatically or manually.
Option 1: Automatically Send a Waiver (Online Booking)
When a customer signs up for online booking and books an appointment, they are automatically asked to sign the waiver. There’s no need for extra steps on your part.
Option 2: Invite a Customer to Sign the Waiver Manually
If the customer hasn’t signed up or you want to manually send the waiver, you can invite them to your portal.
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Search for and go to the Customer Profile
Locate the customer in your system. -
Click on “Invite to Portal”
This sends them an invitation to sign up and sign the waiver. -
If You Don’t See the “Invite to Portal” Option
This means the customer has already signed up. You can access their portal profile by doing the following:- Click on the Three Dots (More Options)
- Click on “Linked Online Portal Profile” to view their profile and see if the waiver has been signed.
Option 3: Have the Client Sign the Waiver in Person
If the client is present with you, you can directly have them sign the waiver.
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Search for and Go to the Customer Profile
Find the customer’s profile in your system. -
Click on “Waiver Not Signed”
This allows you to present the waiver to the customer for signing.