Customizing your waiver in the GB Members CRM Software allows you to tailor the information collected from leads, ensuring it aligns with your school's requirements and objectives. This feature is crucial for gathering relevant data efficiently and maintaining a professional, streamlined enrollment process.
Contents:
- Accessing Waiver Settings
- Configuring Waiver Fields
- Saving Your Customizations
1. Accessing Waiver Settings
Step 1: Click the 9 dots (menu icon) in the top-right corner of your dashboard, then select Settings from the dropdown menu.
Step 2: Navigate to School Settings in the settings menu.
2. Configuring Waiver Fields
Step 1: Scroll down to the Leads section.
Step 2: Locate the Waiver Hide Items section. Here, you can see a list of waiver fields, each with a checkbox next to it.
- Check the boxes to select which fields should be hidden on your waiver form.
- Example fields include:
- Information Head Images
- Report Information - How did you find out about us?
- Jiu-Jitsu Objectives - Do you have any previous martial arts experience?
3. Saving Your Customizations
- After making your selections, scroll to the bottom of the page and click Save to apply the changes.
- Your customized waiver will now reflect the selected fields, ensuring you gather the most relevant information from leads.
- If not, you may need to clear your browser's cache and cookies.
Tip:
Double-check your selected fields before saving to ensure all necessary information is included.
Conclusion:
Following these steps, you can easily customize your waiver in the GB Members CRM Software to suit your school's specific needs. This ensures an efficient and professional process for gathering lead information.
FAQs:
- Q1: Can I customize the waiver for different lead types?
- A1: Currently, waiver customization applies globally to all leads. Individual lead-type customization is not available.
- Q2: What happens if I uncheck all fields?
- A2: If all fields are unchecked, all information will be visible in the waiver.
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Need Assistance?
For further assistance or clarifications, please contact northamerica@graciebarra.com
You can also schedule a 1-1 consultation: https://graciebarra.link/gbmembers-consultation