Defining a Service Document

You can assign documents to a service so that employees print the paperwork that clients must complete before they receive the service.  Millennium features a number of standard documents but you can create customized documents as necessary using the Forms and Policies window.


  1. Select Management > Forms and Policies.

The Forms and Policies window displays.

  1. Click New.
  2. In the Form/Policy Name field, type a title for the document.
  1. In the Text Entry box, define the document.

Note:  If you want a web site address to display in the document, type the web address in carats as follows: <<www.harmssamplesalon.com>>.

  1. Customize the appearance of the document using the formatting tools.
  2. Click Save.

 

Defining a Service