Having “Annual” as an option for Paperwork.
Right now you currently have 2 choices for paperwork to populate: “once per client” or “every visit”.
Certain forms, this works for and others it doesn’t. For instance, Cancellation Policies. Every visit is excessive, but only once in their entire history of being with our business is not enough. Annual re-signs would help us make sure clients are staying up to date with this policy and/or any changes that may have been added.
Thank you for continuing to better this platform. It’s appreciated!
5
votes
Katie Cram
shared this idea