New Features - 2/9/2017
Created by: Roxanne Dixon
Modified on: Thu, 19 Aug, 2021 at 2:19 PM
Hello from team fitli! This update brings you several hotly requested updates, including electronic waivers and searching the notes field!
You probably already knew you can add private notes for each customer, to record information about their preferences, likes and dislikes, or other miscellaneous data. Now, you can search the notes field from the 'Customers' screen (see below).
You've asked for it, we did it! Now, you can choose to require your customers to accept the terms of your business waivers prior to purchasing a package. In your Administration settings, you'll see a new option called 'Waiver Configuration'. Choose it, then either turn 'on' or 'off' the requirement for waivers. We provide the ability to link to an externally hosted electronic waiver. You choose where you'd like to host it, some of our faves are Google Drive, Dropbox, Box, JotForm, OneDrive, etc.
During the purchase process, your customers will be prompted to accept the waiver, with a link to view the waiver in another browser window (if turned on) and will have to agree to continue with the purchase (see below).
Additionally, you can check the status of your customer's waiver choices in the 'View Customer' section of their profile, and either turn it on manually (if the customer has reviewed the waiver in person with you previously), turn it off, or view the date they accepted the waiver (see below). It's that easy!
Note: Prior to turning on this feature, you may want to contact your customers and let them know there is a 'waiver requirement' coming.
Thanks for being a customer, more product updates and enhancements coming soon, as requested by you!
-The Fitli Team
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