> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.useapprentice.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Setting Default Preparation Requirements

Review the forms your shop uses for booking and preparation from **Waivers**. Check the selected shop before changing defaults.

## Review your shop defaults

1. In the shop workspace, open **More** → **Waivers** under **Content**.
2. Check **Prep send policy**. The current choices are **Manual**, **On confirm**, and **Hours before**. With **Manual**, the page tells you to send prep when you are ready.
3. Find **Default forms**. Review which templates are included, their **Required** setting, and their phase: **Booking**, **Prep**, **Either**, or **Flash**.

   ![Default forms shows the template's phase and Required controls.](https://storage.crisp.chat/users/helpdesk/website/-/b/6/b/f/b6bf11da1ce5e000/setting-default-preparation-re_103u0sv.png)

4. Use the move controls to set the order when needed. Check the **Client preview** sections for the booking, prep, and flash reservation flows.
5. If you need another form, create and review the template first. See [Creating Shop-Level Waiver Templates](https://help.useapprentice.com/en/article/creating-shop-level-consent-templates-1qttpbl/). Use the template's **Add to Default** control when you are ready to include it.
6. Reopen **Waivers** after making changes and check the saved defaults. For a specific appointment, open its preparation panel and review the selected forms before sending.
7. Check the client's preparation status on that appointment. Confirm receipt with the client when needed; a send confirmation alone does not prove they received or completed every form.

## What completion means

Preparation can already show complete when the appointment has the required completed documents. Check the selected forms and the appointment's status instead of assuming a new signature is always needed.

For the client steps, see [Completing Pre-Appointment Preparation](https://help.useapprentice.com/en/article/completing-your-pre-appointment-preparation-adcbcx/).

## If preparation is missing

Check the shop, appointment, selected templates, review state, and send policy. Do not change unrelated settings to work around a missing form. Contact support if the expected preparation does not appear.

## Related Articles

- [Creating Shop-Level Waiver Templates](https://help.useapprentice.com/en/article/creating-shop-level-consent-templates-1qttpbl/)
- [Completing Pre-Appointment Preparation](https://help.useapprentice.com/en/article/completing-your-pre-appointment-preparation-adcbcx/)
- [Managing Aftercare Instructions](https://help.useapprentice.com/en/article/managing-aftercare-instructions-5ku0i0/)

_Need more help? Contact support at support@useapprentice.com._