Capability to email or text forms to clients
It would be extremely helpful if we had the capability of emailing or texting incomplete forms to clients. I understand that they already get them in a text or email reminder but if we could have a resend button that way they can fill it out in our lobby on their own device that would be great. ALSO it would be extremely helpful if BLVD had the option of pulling up forms without it being attached to an appointment. We have clients who call over the phone to cancel their membership but don't have an upcoming appointment and they need to sign cancellation forms. How are we supposed to pull up a form without an appointment?
3
votes
Taylor Reinoso
shared this idea