Use Auto-Send Form Pack on Appointment Booking
Select this option to enable automatically sending an UpdateMyRecords.com form package to clients when an appointment has been booked. You may choose the form pack to send and the number of days in advance of the appointment to send.
Default Appointment Form Pack
From the dropdown, you can select the default form that will be sent to clients upon booking an appointment.
Send Form Pack Days Before Appointment
This field allows you to decide how many days before an appointment the form pack is automatically sent to a client. If you enter 5, then the form will pack will be sent to the client 5 days prior to the appointment.
Update My Records Notice Email
This option allows you to use a separate email account for Update My Records. Notifications pertaining to UpdateMyRecords will then be sent to the email entered.
Auto-Send New Client Form Pack
Check this option to enable automatically sending a specific UpdateMyRecords.com form pack to clients that are new to your business and specify the form pack to send.
New Client Form Pack
This drop-down menu will show the form packs you've created in updatemyrecords.com.
Select this button to allow you to log into your Dropbox account. This will link the account for use with Envision Cloud. This is used for client image and document storage. You may choose to link either Dropbox or Google Drive but may not link both.
Google Drive Link
Select this button to allow you to log into your Google Drive account. This will link the account for use with Envision Cloud. This is used for client image and document storage. You may choose to link either Dropbox or Google Drive but may not link both.
To import a list of commonly-used services, click this button to begin the import process.