How to | Send the Waiver to a Lead | GB Members CRM Help Center

Once a lead has been scheduled for their first intro class, the next step is to get them to complete a waiver. GB Members allows you to automate this process through Journey Triggers, emailing them the waiver link beforehand. This ensures your lead arrives ready to train.

New Feature:
Follow the steps in this article to generate a QR code or share a direct custom link for your waiver.

1. Verify Email Template Setup

Navigate to the Datastore:

Select 'Settings' from the Members Menu (3x3 grid icon, upper right)
Select 'Datastore' from the left menu
Scroll Down to find "Email Templates" and click it
Use the search bar and type "on create'' to see the available templates

Note: You can now edit Email Templates directly when editing Journey Triggers. View this help article to learn more

Template Name to search: "Leads - On create Adult Trial Booking" OR "Leads - On create Child Trial Booking"

Hi ('First Name'),

Please complete one of the following waiver forms before attending your free trial class on ${Intro Scheduled Date}. We look forward to seeing you on the mats!

Adult Waiver form

Please come dressed in active clothing, and we will provide you with a Gi (Uniform) to wear over the top. We ask that you also wear easy to remove footwear. Thank you! 😄

Please let us know if you have any issues or questions.

Kind Regards,

${spaceAttributes('School Name')}

Address: ${spaceAttributes('School Address')}

Phone: ${spaceAttributes('School Telephone')}

Waiver Links

Adult Waiver Form: https://${space}.gbmembers.net/#/kapps/services/forms/mens-registration?public&id=member('ID')
Child Waiver Form: https://${space}.gbmembers.net/#/kapps/services/forms/kids-registration?public&id=member('ID')

2. Verify Journey Trigger

Automate Waiver to send

Navigate to the "Home" section of your software. (Found in the 3x3 grid menu icon in the upper right corner).
Click on “Settings” in the bottom left-hand corner
Click on “Datastore” in the left-hand menu
Select “Journey Triggers” from the menu
Select the magnifying glass icon to populate the existing records.
This Trigger should already be set up and activated for you.
See the screenshots below for how it should be set up.

There is a similar trigger also set up for child leads:

3. Share the Waiver with a Custom Link or QR Code

Use the custom URL or a QR code if you want to share waivers manually or allow leads to self-register.

Custom URL:
- Use this template to create a waiver link:
  - ADULTS
    - https://{your-school-name}.gbmembers.net/#/kapps/services/forms/mens-registration?public&id=NEW_LEAD
  - KIDS
    - https://{your-school-name}.gbmembers.net/#/kapps/services/forms/kids-registration?public&id=NEW_LEAD
- Replace {your-school-name} with your school's name as it appears in your GB Members URL (e.g., for Arcadia: https://arcadia.gbmembers.net).
QR Code:
- Copy your custom URL.
- Use a QR code generator (like QR Code Generator) to create a scannable code.
- Display this QR code at your front desk or include it in communications for easy access.
- Here is a GB-branded Canva Template you can use.

Note: Always test the URL and QR code to ensure it directs to the correct waiver form.

4. Manually Send

Navigate to the Leads Tab within GB Members
Use the search bar to search for your lead's name
Click the "Send Email" button
Click on "Select Email Template"
Search "Waiver"
Select the appropriate template with Adult or Child Trial Booking
Make any custom adjustments you want to
Click on "Preview & Send"

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

How to | Send the Waiver to a Lead

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