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Miscellaneous Documents

  • Updated

Who can use this feature?

Pike13 Plan:

✓ Premium
✓ Advanced
✗ Essential

Role:

✓ Primary Owner
✓ Owners
✓ Managers
✗ Staff
✗ Limited Staff

Besides waivers, businesses can also collect signatures for miscellaneous documents. Unlike waivers, miscellaneous documents are not required to be signed before a client can enroll or make purchases.

Please note that our system is not able to send miscellaneous documents in bulk as they are assigned directly to the client's profile. You will need to send these manually to each client you wish to have sign the document.

In this article

Creating a miscellaneous document

  1. Go to Settings > Documents
  2. Under Miscellaneous Documents, click +New Miscellaneous Document.
  3. You will be prompted to enter a name for the miscellaneous document.
  4. Enter the text of the document and any placeholders in the Body.
    • To insert a placeholder, place your cursor in the body text where you want to insert the placeholder, and then from the Insert a placeholder drop-down select the one that you want to insert.
  5. To finish, select Save.
  6. To see what clients see, select View.

Best Practice

Plain Text

If you create an online document using text from a document created in a word processing program, be sure to first save it as text only to strip out text formatting and extra spaces (or "carriage returns") between paragraphs before pasting into the body of your online document.

Creating a new placeholder

You can create a new placeholder by creating custom client fields. You will need to make sure that you allow this field to be used in online documents. That field will be added to the list of available placeholders when creating documents. This information is fed into the document from the client profile.

Editing an existing online miscellaneous document

  1. Go to Settings > Documents
  2. Select View next to the miscellaneous document you wish to edit.
  3. Select Edit
  4. Make your changes, select Save.

Sending a miscellaneous document

  1. Click on Clients at the top of the page.
  2. Select the client you wish to send the document to.
  3. Under their profile pic, click on this icon
  4. Choose the document you wish to send to the client.
  5. Select Sign by mail.

Best Practice

Resigning an updated miscellaneous document.

If you wish to have clients sign an updated miscellaneous document, you will need to send clients a new signature request for the updated document. Previously signed miscellaneous documents will still be visible in the client's profile under Signed Documents.