How to Automate Client Paperwork like PAR-Q, Waiver, and More

In this article, we’re going to show you how you can automate the paperwork when you onboard a new client.

Specifically, we are going to look at the following:

How to build custom forms like PARQ, Waiver, and Questionnaires using simple tools like Google Forms
How to automatically deliver these forms to your clients using scheduled messaging
How to add electronic signature fields to any onboarding form that you send to your clients
And finally, how to use ready-made templates to build these forms in no time

So, let’s get started.

Building a custom form

For creating a custom form, you can use Google Forms, as it’s simple and easy to use. Other alternative form software include:

In this example, we are going to use Google Forms, but you can use any form software that gives you a shareable link.

To create a new Google Form, just head over to Google Forms, and start with a blank form. Alternatively, you can also use the below Google Form templates that we have created for some common onboarding paperwork:

Just click on the above links and tap on the Copy this form button to copy the Google form to your account.

If you want to edit or add a few elements, you can simply drag and drop elements from the toolbar to build your custom form.

Just keep adding all the fields that you want, and once you are done creating your form, click Send. This won’t send your form anywhere just yet; it will just open the Send screen.

On the popup screen, find the Link section and click on the Copy button to copy the unique link to the form.

We’ll be using this link in the next step.

Scheduling form delivery using auto-messaging

To automatically send the form to all the new clients that sign up for your personal training, we need to schedule the message on the TrainerFu app.

To set up auto-messaging:

Navigate to the Groups tab and select Everyone.

2. Next, schedule a message by clicking on New Scheduled Message button.

3. Write a short message that explains how your clients need to fill out the form, and insert the form link at the bottom.

Tip: You can personalize your message by using placeholders ($firstname and $lastname) inside your message. When the message will be delivered to your clients, the placeholders will be replaced by your client’s first and last name.

4. Next, schedule the message to be sent out on the same day when their account is created, and click on Schedule. Once you click on Schedule, the message will be scheduled for everyone.

Tip: We recommend adding a delay of 30-90 minutes, as sending the forms immediately to your clients on sign up might overwhelm them.

Now, whenever a new client logs in to the app for the first time, this message would auto populate in their chat window at the right time. Your clients can simply click on the form link attached in the message and complete the form.

Adding electronic signature to forms

Google forms can be printed and signed by your clients, but if you want to get the forms digitally signed by your clients, you’ll have to use a form software like Jotform that comes with built-in digital signature capabilities.

Here’s a guide that will help you setup electronic signature on JotForm:

https://www.jotform.com/help/433-How-to-Add-an-E-Signature-to-Your-Form

Ready-to-use Templates

To help you get started quickly, we have compiled some form templates for popular use-cases. You can simply click on the below links to copy the form to your account.

Building a custom form

Scheduling form delivery using auto-messaging

Adding electronic signature to forms

Ready-to-use Templates

Google Forms

JotForm

Further Readings