We've added an inquiry form. The form is displayed on your branded pages where your users can request sessions, check pending sessions and retrieve login credentials. The inquiry form is optional.
If you would like to show the form go to SETTINGS > SETTINGS > SYSTEM > SESSION CONTROL > select YES under the "Show Inquiry Form."
The inquiry form asks if the user is a client, practitioner or other. If the user is a client and does not already have an account on file (based on first name, last name and e-mail) a new client will be created with the status of "prospect."
When an inquiry is sent a todo and note will be added to the Sales Manager module. The sales note saves the inquiry information in full. In addition, you will be notified of the inquiry via e-mail. Notifications are sent to users who are set within the "Who to notify for the following user actions" panel.
To check the notification setting navigate to the panel as described above. This setting is in the same place as the "Show Inquiry Form."
Overall, the inquiry form provides your users the opportunity to contact you if they are having difficulty requesting a session, resetting their credentials or have a question.
If you have any questions, please contact support at mail@bizstim.com.
Sincerely,
The Bizstim Team
