CRM home Customer files Signing & attendance

Client intake & paperwork

New Client Sheet 2026 · Dates MM/DD/YYYY · Central Time

Loading secure intake…

Complete your intake

Ask staff for your private intake invitation. Your intake is reviewed before agreements are prepared for signature.

Private invitation

1. Open or create a client

Client

Customer intake station Open supervised station

Opening the supervised station ends your staff session. Give the invitation only to the named client.

2. Intake information

Payment entries here describe the intake sheet. Use Sales / Payments to post a verified collection and issue a receipt. Full card numbers and CVV are never collected here.

3. Required paperwork

Agreements are prepared from the saved intake. The original contract pages are retained with a clearly labeled response section. New versions do not overwrite signed copies.

The services stated in the selected package receipt have actually been delivered.

Package receipt forms say services have been received. Sign them after actual delivery, not merely at signup. Customer selection of a package is captured in the intake.

Review PDFs and create signing invitation →

4. Instructor evaluations & range proficiency

Owner / scheduler access. Staff records the instructor’s assessment and actual hours. No assessment automatically marks a TPR course complete.

Evaluation

Scoring: P / NI / F

Explain unassessed criteria in notes. Only an assessment with every item marked P can be saved as Proficient.

Instructor signature

I am the instructor named above and attest that these scores and actual training hours are accurate. I intend my drawn signature to sign this assessment.