Streamline the process of managing agreement documents, waivers and PAR-Q forms with your clients using these two simple methods:
Use an E-Signature Tool Via Zapier
Easily collect digital signatures by integrating e-signing tools, like Dropbox Sign or SignNow, with ABC Trainerize through Zapier. With this setup, when a client is added to your account, Zapier will automatically send them an email with the document to sign.
How to Set It Up:
- Connect ABC Trainerize to your preferred e-signing tool using Zapier.
- Configure the automation to trigger an email containing the document whenever a new client is added.
For a full list of ABC Trainerize- Zapier integrations, visit: https://zapier.com/apps/abc-trainerize/integrations.
Include Agreements in Purchase Processes
Simplify agreement collection by embedding terms and conditions directly into the purchase process:
- Make your PAR-Q form or waiver accessible on your website or via email
- Include a checkbox that requires clients to agree to terms and agreements before completing their purchase
- After a client makes a purchase, send them a PDF waiver in the attachment as part of their Customized Welcome Email
