Receive signed document, tag subscriber, invite to intake form, and create or update client profile
Receive signed document, tag subscriber, invite to intake form, and create or update client profile
Invite new clients to complete their intake form and tag them in Kit upon receiving a signed document from Jotform. Create or update their profile in ABC Trainerize for faster onboarding and improved client management.
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Overview
Invite new clients to complete their intake form and tag them in Kit upon receiving a signed document from Jotform. Create or update their profile in ABC Trainerize for faster onboarding and improved client management.