Every Form and Waiver has its own unique, direct link. You can copy it to send outside of TeamUp, or email it straight to a customer from within TeamUp, handy for collecting a signature or submission before someone even creates an account, or for following up on an outstanding Form or Waiver.

You'll find the link for any Form or Waiver by going to Forms/Documents, clicking on the Forms of Waivers option.

Now click on the Options button to the right of the form or waiver you'd like to share, and click on URL.

A new pop-up will display the options for you to either copy a link to that form/waiver so that you can share it with your customer directly, but you can also select an existing customer (or create a new customer) and trigger an email to be sent to them with the form URL which they can then click on.

You can preview a Form or Waiver before sending its link, so you can confirm you're sending the right one. This is helpful if you have a few similar Forms or Waivers set up.

When a customer receives a Form or Waiver link, clicking it takes them directly to the relevant Form or Waiver, where they can log into their TeamUp account to view and complete it.

Find answers to common questions or additional details that may not be covered in the main instructions.