If you have a home preparation checklist uploaded to your website as a media file, the link can be added to any of the available email confirmation template so clients can click it to view or download the PDF by simply clicking on it 🙌
Not sure how to turn your pdf into a URL? No sweat! You can easily create a checklist in Canva (for free!) which will provide you a link to the file that you can add to your email template in Aryeo 👍 We'll walk through an example below.
Here's the URL to my example checklist in Canva. https://www.canva.com/design/DAEwqW0IS8M/SDUKzeN-9dO_CTzG510KMQ/view?utm_content=DAEwqW0IS8M&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink
Take this link and hyperlink it in the Order Confirmation or Appointment email confirmation Templates within the Notifications section that are sent to your customers. When the email is triggered and the customer opens the email, they will see the checklist linked wherever it was added in the email body.