Forms Without Signature Show Incomplete on Client Side
I'm not sure if there is an error or how forms are currently built. We send Pre-Appointment instructions and Post-Care instructions. These don't need to be completed or signed. On the client side, they see these forms are not completed and it's very confusing for them. There isn't anything that needs to be completed since they're instructions.
2
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Rick Vencill
shared this idea
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kbatista commented
Example: agreement forms in which Semper would need to complete details such as package of services and total cost (which is different per client), then send to the client to sign and date.