Instructional Video:
Objective:
To create a digital document template that clients can sign.
Key Steps:
Navigate to the "Admins" section and access the documents area.
Click on "Create Document Template."
Name the document template (e.g., "Waiver for Chip Fitness").
Add input fields such as first name, last name, phone number, and birthdate using text values for easy data entry.
Consider using preset fields for values already available in the system to avoid redundant data entry.
Create custom fields if needed, with appropriate labels.
Add a section for the main body of the document and input the waiver text.
Replace specific spots in the document with field names enclosed in brackets to automatically fill in user-entered values.
Include additional sections as necessary
Require users to initial each section if desired.
Save the document template and enable it for new member sign-ups.
Preview the document to ensure all fields are correctly filled out.
To test it, fill in the required information, initial where necessary, and sign the document.
Preview the signed document to verify that it suits your needs.
Cautionary Notes:
Ensure that all required fields are clearly defined and easily accessible for users.
Double-check the document template for accuracy before enabling it for use.
Test the document creation process to identify and rectify any potential issues.
Tips for Efficiency:
Use text values for input fields to simplify data entry.
Utilize preset fields to streamline the document completion process.
Clearly label sections and fields to guide users through the document.
Regularly review and update the document template to reflect any changes in requirements or regulations.