SETTINGS allows studio management to customize TRF app. Six settings tabs intuitively organize the options.

 

FORM OPTIONS Tab

The configurable form options are:

  • Welcome Message
  • Automatic Emailer (coming soon)
  • Optional Client Notes
  • Require Email
  • Require second photo of ID
  • Require second photo of Gov’t ID
  • Enable or disable the photo capturing of client ID feature

 

Welcome Message

This setting allows you to customize a popup that welcomes clients as they begin using TRF app. You can include information that your local health laws require you to give to your clients, a marketing message, or any message you choose. The Welcome Message defaults to OFF upon downloading the TRF app.

Configuring the Welcome Message

  1. Enable the Welcome Message by sliding it to gold.
  2. Tap Add Welcome Message to enter text. You can type in your message or use the iPad OS cut/copy/paste feature to add it from a document you have opened in another iPad app.

 

Automatic Emailer

This feature is coming soon!

 

Form Requirements

Optional client notes

Giving your clients the chance to be heard is priceless. This feature asks them to tell you anything that comforts them. Having these notes on their waiver—in writing—might help you better connect with them. When enabled, they will be asked in the New Client Flow>BIO section, “Client: What would you like to tell us?” They can skip notes if they want to and proceed with their waiver. Note: what they say here will be on the final pdf waiver.

 

Require client email

Your studio may want to share information about aftercare, health bulletins, or legal disclaimers required by law. You can set TRF to email this information to all clients. Why print?

When the Automatic Emailer function is enabled, this message will appear to clients in the New Client Flow>SOCIAL section.

“Currently, this studio requires your email address to comply with health and/or legal codes. We will only send marketing messages and connect with you via social media if you opt-in.”

They will be prompted to enter their email address.

 

Require second picture of Government ID

Coming soon!

 

Capture picture of ID

In some cases—and countries—it is not common to carry or request a photo ID. Other documents prove identity. By default, TRF is set to capture ID photos. Disabling this feature will skip the ID photo capture, moving clients directly to the BIO section to enter their details. We recommend that studios in the USA capture ID photos in case a legal question of client identity arises, especially concerning minors and guardians.

 

Additional Form Settings

This feature is coming soon!

 

FAQs: TRF Configurable Form Options

 

    • Q: Can TRF app automatically email clients a copy of their waivers?

      A: TRF's Automatic Emailer allows you to send clients a copy of their waiver and additional PDFs containing aftercare instructions, health information, or other legal disclosures.

      Note: Currently, the Automatic Emailer works only with Gmail accounts, which means your cloud choice in CLOUD tab needs to be set to Google Drive. TRF is exploring support for other email providers. (This is a PRO subscription feature.)

 

    • Q: Can TRF collect client email addresses?

      A: In short, yes. You can set TRF to ask for opt-ins or you can require email addresses if your local laws require that you give your clients a copy of their waiver. Give = print it. TRF = email it. These email addresses can be exported from TRF to your cloud in a tidy spreadsheet, along with all other non-health-related client information. If you are marketing to your clients, we suggest you ask them to opt in first. (Automatic Emailer and Exporting Reports are PRO subscription features.) Learn more about Exporting Client Lists here.


    • Q: Can I download my client information? 

      A: Yes! You can download your client information in our Client List Reports generator under the Reports Tab in your Settings. This will generate an easy-to-navigate .csv file of your client information. (Client List Reports is a PRO subscription feature.) Learn More About Generating Reports Here.

 

    • Q: Can I disable capturing client IDs altogether?

      A: Yes. However, TRF recommends capturing IDs, especially in the USA, for legal protection regarding client identity, particularly for minors and guardians. Disabling this feature will skip the ID photo step.