You can access our pre-built forms and waivers to incorporate and modify to suit your needs.
To create a form from a template, go to your My Practice > Forms & Waivers section, then click View templates from the Getting Started section:
If you've already added forms to your account, click the Fast Action button in the bottom-right corner, then select Create from template:
From the popup, select a form template to add and customize. Templates may contain placeholders for you to replace with your personal information. Review the content of this form/waiver before sending it to your clients.
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