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Automated reminder prompts for legal agreements

Replies: 2 - Pages: 1 - Last Reply: Mar 1, 2018 11:39 PM by: Chris Hynes
Pedro T
Registered: 11/15/17
Automated reminder prompts for legal agreements

Is there a way to automate legal agreements to be sent additional times if not filled out?
Also, where do I see responses to the additional fields I've made mandatory in my agreement?

Chris Hynes
Registered: 10/19/12
Re: Automated reminder prompts for legal agreements

We don't currently have a way to automatically follow up on legal agreements, but you can filter the list to show bookings with no legal agreement signed (see screenshot).

You can see the responses to the fields on the Custom Fields tab of the booking.



Pages: 1