Pogozo makes it easy to create templates for all your common documents. From letters to treatment plans and client hand outs, having a template ready to go makes filling in the details and sending them to your clients a quick and simple process.
To create a document template, on the main menu go to Settings.
Then click on Documents & Templates and then Document templates.
Click the Create new template button.
Template name makes it easy to identify your waiver. This will also be visible to your clients in the Pogozo mobile app.
Template description this is for "in-house" use only and is not visible to your clients.
Template contents can be customised to create any kind of document you want. You can also add hyperlinks or data points such as client details, team member details or business details to make personalising the document even simpler.
Some examples of document templates include:
Letters
Medical certificates
Reports
Exercise sheets
Treatment plans
Once you have finished don't forget to click Create new document.
Need to edit your document? On the document templates page click the thee dots at the end of the row of the document you want to update and select Edit.
Update whatever information you need to in the document name, description or contents.
Once you have finished scroll down and click Update document. That's it, you're done!