PRO TIP: Efficient Contract & Waiver Management
Why Client Involvement is Key to Crafting a Successful Program.
Program Design Pro Tip: Efficient Contract & Waiver Management
In the fast-paced world of coaching, efficient contract and waiver management is crucial for both coaches and their clients. CoachRx, a cutting-edge platform, offers a streamlined solution that allows coaches to create, send, and store contracts and waivers seamlessly. With CoachRx, coaches can get rid of yet another costly, disconnected platform and better systematize their coaching business with Contracts/Waivers directly from the Business Suite.
Here's how you can leverage this feature to systematize your coaching business:
1. Organize Your Information: Personalize your contracts and waivers by updating your organization's logo, name, and footer in CoachRx's settings. Keeping your information up to date ensures a professional touch to every document you send.
2. Create Contract Templates: Easily create contract templates by providing a title and outlining the terms and conditions of the agreement. CoachRx simplifies this process, making it effortless to define the scope of your coaching services. *Dig into our Education and Resources Page for ready made templates to help get you started.
3. Sending Contracts and Waivers: Send contracts or waivers directly to your clients from CoachRx with just a few clicks. No more hassle of switching between platforms – everything you need is directly in the platform.
4. Client Verification and Execution: Clients receive an email with a verification code and a link to access the document. Once they validate their identity, they can review, sign, and save the contract or waiver digitally.
5. Client Signature and Storage: After the client signs the document, both you and the client receive a copy, and the document is securely stored within CoachRx for easy access whenever needed.
By leveraging CoachRx's contract and waiver feature, coaches can efficiently organize their coaching business, enhance client communication, and reduce administrative burden, ultimately improving overall productivity and professionalism.
Simplify your coaching practice today and embrace the power of CoachRx!
