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How to set up a Sign Up form and Engagement Letter for your Service

Blaine Korte avatar
Written by Blaine Korte
Updated this week

In these videos, we'll walk through how you can create a signup form and engagement letter in Fidu. We'll go through:

  1. How does a Signup Form and it's Engagement Letter work in a Service?

  2. Setting up a Signup Form for a client who is an individual (not an organization or company)

  3. Setting up a Signup Form for a client who is a company or organization

  4. Importing a Word Document, formatting, and connecting the data for your Engagement Letter

  5. A preview of your service's engagement process from the client's view.

How does a Signup Form and it's Engagement Letter work in a Service?

Setting up a Signup Form for a client who is an individual

Setting up a Signup Form for a client who is a company or organization

Importing a Word Document, formatting, and connecting the data for your Engagement Letter

A preview of your service's engagement process from the client's view.

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