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Required Client Initials

  • November 21, 2024
  • 1 reply
  • 7 views
LaShawn Powell

I would like my clients initial my policies to confirm they have reviewed and agreed. 

How can we accomplish this? 

Best answer by Diana The Finer Points

If you use the contract page to put your policies in… it has an “first client initial” smart field you can place where you need!

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    Diana The Finer Points
    Luminary
    Forum|alt.badge.img+9

    If you use the contract page to put your policies in… it has an “first client initial” smart field you can place where you need!

    Connect: thefinerpoints.co/contact || Free Client Journey Worksheet: https://finerpoints.myflodesk.com/client-journey
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