This article and video will guide you through accessing a presentation waiver from a prospects or customers / members profile.

Requirements - A Master Admin login or a Staff Type with the following permissions:

• Prospect Management - Can access prospects
• Member Management: General - Can access member options

Access a Presentation From a Client Profile

1. Present Icon

To access presentations you will need to click on the Prospects or Customers/Members tab to search and select the desired client. Click on the PRESENT icon to view the list of Presentations and then select the desired Presentation from the list.

Clicking on the waiver will display it so that the prospect or customer/member may read and complete the waiver on the screen. Once the waiver is submitted, it will be tied to their profile and can be found either by clicking on the clients name and clicking the Files tab above their name or by going to their All Details > General > Upload Files area.

2. All Detail

You can also access a Presentation by going to the clients All Details > General > Choose From Available Presentations.