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New Feature
3 years ago

New Unsigned E-Agreement Report

The 'Unsigned E-Agreements' report is now available under the 'Activity' section on the 'Report list'. The signing status is displayed for both the Waiver and the Membership T&Cs. With this report, you can quickly identify what clients are yet to sign. It also provides the clients' details, making it easy to follow up and encourage document completion. 

*Please note that the Membership T&Cs status is only available for sign ups since the 24th September 2021. Anything prior will show as 'N/A' - we're still working to retrieve statuses prior to this date, these should automatically appear on the report when available.

E-agreements is an add-on that can be purchased alongside any package. For more information check out the Knowledge Base articles.