This article and video will guide you through accessing a presentation waiver from a prospects or customers / members profile.
1. Access Presentation through Client Profile
Click on the Prospects or Customers/Members tab to search and select the desired client.
Click on the PRESENT icon to view the list of Presentations and then select the desired Presentation from the list.
Clicking on the waiver will display it so that the prospect or customer/member may read and complete the waiver on the screen. Once the waiver is submitted, it will be tied to their profile and can be found either by clicking on the clients name and clicking the Files tab above their name or by going to their All Details > General > Upload Files area.
2. Access Presentation through All Detail
You can also access a Presentation by going to the clients All Details > General > Choose From Available Presentations.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Prospect Management - Can access prospects
- Member Management: General - Can access member options