If you offer appointment-based services, such as one-to-one sessions, consultations, etc., you may be considering adding forms, waivers*, and Par Qs.
*Forms are used to collect information from your customers (think a PARQ, a fitness level assessment, etc.), whereas waivers are documents that your customers need to read and sign (for instance, a liability disclaimer). For more details on forms and waivers, see What's the difference between Forms, Waivers and Policies?
Things to consider before getting started:
Do you need to change your existing waiver/s and forms if they are not applicable to your appointments?
If your current forms and waivers aren't applicable to your appointments, you can exclude these Appointment Types from the settings so that customers aren't prompted to complete existing documents when they register.
To exclude an Appointment Type from a waiver, please see the 'Waiver signature required for certain or all offerings' section in this guide.
To exclude an Appointment Type from a form, head to Forms/Documents >> Forms >> click 'Details' next to the form >> Form settings - 'Edit' >> Required for - All registrations except those selected. Here, tick the desired Appointment Types.
Do you need to edit your existing waiver/s and forms so that they're applicable to your Appointment Types too?
If you just need to add some text to your waivers and new fields to your forms to adapt them to Appointments, you can simply edit your waivers and forms.
To edit a waiver, please see 'Editing an existing waiver' in this guide.
To edit a form, see Add/Remove fields to/from a form.
Do you need to add a new waiver or form only applicable for Appointment Types?
If you need to add new waivers and forms that are applicable for Appointment Types exclusively, please see:
Adding a new waiver-Waiver signature required for all/certain offerings.
Create a form
An Overview of Classes/Appointments
Use the newly updated waivers tool and report to collect and review customer signatures