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Welcome Packs & Policy Management

Today

About this module

Keep things automated and easy for your practice. Welcome new clients, keep in line with GDPR, including easy to manage consent management all in one easy place, delivered directly to your clients, digitally. With the addition of a friendly Happy Birthday message, delight your clients via email or post!

Campaigns

1. Welcome Pack

2. Privacy Policy

3. Inactive Clients

4. Happy Birthday

Welcome packs & policy