Sharing digital documents with your clients has never been easier. With SMS and Email digital documents, you can quickly send things like waivers, contracts, meal plans, promotions, and more—either individually or to groups.
Instead of chasing clients for paperwork or manually sending files, you can:
Send documents instantly
Streamline communication
Improve client experience
Close sales faster
1-to-1 Communication (Individual Clients)
📱 Send a Digital Document via SMS
Option 1: Through the Communications Tab
Go to the client’s Contact Profile
Click Communications
Select SMS
Click Select Digital Document
Choose your document
Add your message
Click Send or Schedule
Option 2: Through the Actions Tab
Go to Contact Profile
Click Actions
Select Document Library
Click the SMS icon
Select the document you want to send
Click Send
📧 Send a Digital Document via Email
Option 1: Through the Communications Tab
Go to Contact Profile
Click Communications
Select Email
Click Select Digital Document
Choose the document you want to send
Add your message
Click Send or Schedule
Option 2: Through the Actions Tab
Go to Contact Profile
Click Actions
Select Document Library
Click the Email icon
Select the document you want to send
Click Send
👥 Batch Communication (Multiple Clients)
📱 Send Batch SMS
Go to Contact Groups
Click Batch → Batch SMS
Select the digital document you want to send
Add your message
Click Send Batch SMS
After you have selected the template URL, there will be a message in red that says, "The message lacks the merge tag {{documentUrl}}. Please add it to send this document.” You just have to click on Select Digital Document tab and select the document you want to populate in the placeholder URL.
📧 Send Batch Email
Go to Contact Groups
Click Batch → Batch Email
Select the digital document you want to send
Add your message
Click Send Batch Email
After you have selected the template URL, there will be a message in red that says, "The message lacks the merge tag {{documentUrl}}. Please add it to send this document.” You just have to click on Select Digital Document tab and select the document you want to populate in the placeholder URL.
💰 How This Helps You Generate Revenue
This feature isn’t just about sending documents; it’s a powerful tool to grow your business.
1. Close Sales Faster
Send contracts, waivers, or agreements immediately after speaking with a lead.
👉 Faster follow-up = higher conversion rates
2. Promote Offers at Scale
Reach multiple clients at once with:
Promotions
Challenges
Special programs
👉 More visibility = more sign-ups
3. Upsell Services
Share documents for:
Personal training packages
Nutrition plans
Premium memberships
👉 Make it easy for clients to upgrade
4. Improve Client Retention
Send helpful resources like:
Program guides
Onboarding documents
Progress tracking tools
👉 Better experience = longer memberships
5. Stay Consistent with Follow-Ups
Quickly send the right information at the right time without delays.
👉 Consistency builds trust and increases revenue
Sending digital documents via SMS and Email allows you to communicate with clients quickly and efficiently while presenting a more polished and professional experience. By delivering important information instantly, such as agreements, program details, or offers, you reduce delays and keep clients engaged at the right moment. This helps build trust, increases your chances of converting leads into paying members, strengthens client relationships, improves retention, and ultimately drives steady revenue growth for your business.