Use Smart Fill With Your POS and CRM
Daryl McCarl 01/07/2014

Now that you’re collecting liability waivers with Smartwaiver, why not make those shiny, new, smart digital waivers work for you? Using the free Smartwaiver browser extension with Smart Fill you can transfer information from your signed waivers to any web-based Point of Sale (POS) or Customer Relationship Management (CRM) system – with just one click.

How It Works:
Once a customer signs and submits your digital waiver online or at your front desk the information gets sent to your Smartwaiver WaiverVault. This customer information includes name, address, email – whatever custom fields you specify on the waiver.  When you’re ready to add that customer to your POS or CRM system, simply open the Smartwaiver browser extension for Chrome, search for the customer, click on the Smart Fill button and Voila! The customer information is transferred.

Setting It Up:
Setting up the browser extension with Smart Fill is simple.
Watch the video below or visit the Support Pages to learn how.


 

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