Demo: Interactive Checklist Options (No CRM)
Interactive Checklists, available with a Premier Membership, allows you to:
- Add, Hide, Or Edit Questions On All Interactive Checklists
- Add Personal Notes To The Client View Header Text
- Send A Link In A Bulk Email or For Use In Your Scheduling Software
- Add More Than One Recipient (Client or Prospect) To A Checklist
- Save Your Templates For Future Use
- See Who Completed An Interactive Checklist
- Updated CRM Contact Linking For Public Interactive Checklists (Previously Send To Many)
- And More!
Watch the general demo below to learn more.
Not yet a Premier member? Test out the Complete Myself view here!