How to enable Terms and Conditions?
Terms and Conditions can be added to your client-facing Client Form. Additionally, the setup allows your business to require clients to acknowledge the terms and conditions with a checkbox and electronic signature.
Adding your Terms and Conditions:
- Go to Setup > Setup Client Form
- Select the Terms and Conditions tab
- Select the checkbox for 'Show Terms and Conditions on Client Form'
- Enter or copy/paste your Terms and Conditions to the text editor.
- Enable the checkbox to require ‘I agree to the terms and conditions’ checkbox and eSignature.
- Click Save
The Terms and Conditions will now display on the Client Form which can be accessed the following ways:
- Existing Clients: Go to Clients > Search for the Client > Select 'Go To Client Form' in the upper right
- New Clients: Go to Clients > Select 'Go To Client Form' in the upper right
- Client Form Merge Field: Add Client Form to your Reminders using the Merge Field drop down.
Once completed, the most recently completed Client Forms will display in the Client Card > Client Form tab and all responses will be stored in the Client Card > Communications tab.
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