Digital documents can be sent to clients automatically when a specific service is scheduled. When an appointment is scheduled, this can trigger Wylie to automatically send the client the associated digital documents before, or after, the appointment, or at the time of scheduling.
To learn more about this feature click HERE.
Article Number: 57
Author: Oct 15, 2024
Last Updated: May 20, 2025
Online URL: https://help.wyliebiz.com/article.php?id=57