Send To Client & Requests

The 'Send To Client' button, denoted by the arrow below, allows for the direct transmission of a template's form to one or more email addresses. Individuals completing the form sent to them will be added as new clients and subjected to the screening process.

on the Templates tab, the 'Send to Client' button is marked with an arrow

Upon clicking the Send button, the Send window opens.

Here, you can add multiple email addresses by inputting an address and clicking on 'Add,' as indicated by the arrow below.

on the Send window, the Add button is marked with an arrow

Once the addresses are added, clicking the 'Send' button, as marked by the arrow below, automatically dispatches the form to all the specified email addresses.

After adding addresses, the Send button is available and marked with an arrow

The example below illustrates the email message that a potential client receives.

the Send To Client Email screenshot

Upon selecting "Verify," the individual has the option to either reject the form, declining to join our client list, or to proceed by completing the fields and clicking on 'Send.'

the Client's form

In the Requests tab, accessible from the left sidebar, you can review all forms sent to you and discern which clients have been added from specific email addresses.

the Newly self added Client appears on the Requests tab with his linked Email address

In the Client list, you'll observe that the new client has been added and is currently matched, awaiting resolution and verification.

the new Client also appears on the Client list tab

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