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Miscellaneous Documents

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

In This Article

Who can use this feature?

  • Pike13 Plans: ✅Premium, ✅Advanced, ❌Essential
  • User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ❌Staff, ❌Limited Staff

Pike13 cannot send miscellaneous documents in bulk to all clients. These must be sent manually to each client you wish to have sign the document.

Creating Miscellaneous Documents

  1. At the top of any Pike13 page, click Settings, then Documents.

  2. Under Miscellaneous Documents, click + New Miscellaneous Document.

  3. Enter a name for the document.

  4. Enter the text of the document (and any placeholders) in the Body.

    1. 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. Click Save.

  6. To see what clients see, click View.

Best Practice

Plain Text

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

Creating Placeholders

You can create a new placeholder by creating custom client fields. Ensure you allow using this field 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 Miscellaneous Documents

  1. At the top of any Pike13 page, click Settings, then Documents.

  2. Click View next to the miscellaneous document you wish to edit.

  3. Click Edit.

  4. Make any necessary changes.

  5. Click Save.

Signing Miscellaneous Documents

  1. At the top of any Pike13 page, click Clients.

  2. Select the client who needs to sign a document.

  3. Under the profile picture, click the Sign a document icon.

    1. You may also click Signed Documents under History. Then click Sign a document.

  4. Choose the document you wish to send to the client.

  5. Select a method to sign the document:

    1. Sign in person: Use this option to have the client sign the document on the device you are using. The document will come up for them to sign on that screen.

    2. Sign by email: Use this option to send the client an email with a link to the document. They may sign it digitally on their own device.

    3. Already signed offline: Use this option if you have a paper copy of the document.
  6. Once the client has signed the document, you may see a copy in their profile under History, Signed Documents.

Best Practice

Re-signing Updated Documents

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