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Pilates New Client Form Sample 2015

Pilates New Client Sample 2015-2024 Form

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Instructions and help about Pilates New Client Form Sample

in this video we'll review how to add a new client and send intake paperwork we'll also review the client overview page where all the customer information notes and billing documents are stored how to add a new client on the top bar click the create button and select create client the create client flyout will open where you can fill in the basic contact info for the client the most important thing is to add an email address so you can send the client an email invite to the client portal website where they can fill out your intake packet electronically when you add the client's email and phone number you also have the opportunity to ask them if they would like automatic appointment reminders to be sent to them we'll review this more in the appointment reminders video there are also options for different types of clients miners which gives you the ability to add a contact for that client like a parent or guardian and couples which allows you to essentially add two clients that are linke

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