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Sharing Digital Document to Non-Members
Sharing Digital Document to Non-Members
Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a year ago

One of the amazing features of the digital documents is that it can be easily shared with walk-ins, non-members, or anyone who does not have a profile in Fit Pro Tracker yet. Once you have created the document, all you need to do is get and share its link.

Note: This digital document that can be shared with anyone who does not have a profile in the system is called an Evergreen link.

To share the document's link, do the following:

  1. Go to the main menu and select Digital Documents.

  2. Click the Documents tab.

  3. Click the share button beside the name of the document.

Pro Tip: In order for the Evergreen link to be available, please include the Basic Contact Information or Advanced Contact Information element when creating a document.

When the Evergreen link is available, it appears as shown below.

However, the message below appears if the Evergreen link is unavailable.

A QR code will appear on the screen, which can be scanned to download the document. You also have the option to print the QR code in advance for the client's easy scanning and downloading.

A link is also provided below the QR code. You can copy it and send it via email or SMS.

All of the information entered by the non-member will be added to the FPT system as a new contact.

Important Note: This is an Evergreen link. This is ideal for non-members and new members.

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