E-signatures

Paperwork, handled. Portal → Paperwork & Signatures is where you send consent forms and agreements out for signature. Fill in a name, send the link, and your client signs on their phone: drawn with a finger or typed. The signed document becomes a PDF you can download and print any time.

The templates

Four are ready to send as they are:

Consent to Blood Draw: signed once per client before their first draw, then kept on their file.
Cancellation & No-Show Policy: acknowledged at booking; the policy you point to when you charge a no-show fee.
B2B Service Agreement: facility onboarding, covering services, scheduling, and payment terms.
Student Program Agreement: enrollment terms for the students and members you train.

Your business name, the signer’s name, and the date fill themselves in, so there is nothing to edit before you send.

Sending one

Choose New document, pick a template, and type the client or student’s full name. Add their email and the signing link is sent for you; leave it blank and the link is copied to your clipboard instead, ready to paste into a text, a chat, or a message you write yourself.

Tracking what’s out

Three counters sit at the top: awaiting signature, signed on file, and all documents. Each row tells you where it stands: sent, opened but not signed yet, or signed and by whom, with the date. While a document is unsigned you can copy its link again or re-send the email. Once it is signed, PDF downloads the finished copy, stamped with the signature.

Anything you send a client also appears in their private hub, so it never gets buried in an inbox.