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Digital contract and waiver management with e-signature
Client Onboarding & Intake
Client Onboarding & Intake
Client Onboarding & Intake
Digital contract and waiver management with e-signature
Client Onboarding & Intake
ID/document verification and upload management
Client Onboarding & Intake
Pre-session reminder emails and SMS
Client Onboarding & Intake
Welcome email sequence with FAQs and policies
Client Onboarding & Intake
Automated new client questionnaire and data collection
Client Onboarding & Intake
Automated NPS/client satisfaction surveys post-booking
Client Onboarding & Intake
Automated payment link or invoice generation
Client Onboarding & Intake
Client profile creation in CRM/database
Client Onboarding & Intake
Cross-checking of client requirements and shoot preferences
Client Onboarding & Intake
Appointment and session scheduling with calendar sync
Client Onboarding & Intake
CRM update with new client and project details
Client Onboarding & Intake
Integration of client data into project management tools
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Industries
Education
Corporate
Professional Services
Agriculture
Recreation
Arts
Food & Beverage
Social Services
Government
Wholesale
Healthcare
Retail
Non-profit
Religious
Lead gen
Ecommerce
Use cases
FAQ
Contact
Get Started
Client Onboarding & Intake