How to Create and Send Documents or Contracts in Gym Lead Machine

Gym Lead Machine allows you to create and send documents like waivers, agreements, or any other forms requiring a signature. Follow these steps to create and send a document to a contact.

Creating a New Document or Contract

• Go to the Payments Section
  • From your Gym Lead Machine dashboard, navigate to Payments using the menu on the left.

• Access the Documents & Contracts Area
  • At the top of the Payments section, click on Documents & Contracts to open the document management area.

• Create a New Document
  • In the upper right-hand corner, click the blue New button to start a new document.

• Edit and Customize Your Document
  • Name your document.
  • Write out the document content as needed.

• Insert fillable fields (e.g., name, email, date) and signature fields where required.
• These fields will be highlighted in blue for easy identification.

• Save Your Document
  • Once your document is complete, click Save in the upper right-hand corner.

Sending Your Document to a Contact

• Send to a Single Recipient
  • In the upper left-hand corner, select Recipients.
  • Choose the contact you want to send the document to.
  • Click Send in the upper right-hand corner to deliver the document.

Automating Document Delivery with Workflows

If you want to send this document automatically, you can add it to a workflow:

• Go to the Automation Section
  • From your dashboard, navigate to Automation.

• Create a New Workflow
  • Click New Workflow and start setting up your automation.

• Add the Document to an Action Step
  • When selecting an action, choose Send Documents & Contracts from User.

• Select the document template you just created (e.g., "Liability Waiver").

• Click Save to finalize the workflow.

Now, whenever a contact is added to this workflow, they will automatically receive the document you created.