📝 Overview
Forms and Waivers can be required Before a registration or purchase, After it, or on a Customized basis, choosing Before or After individually for each class, course, appointment type, registration, or membership.
This is especially useful for things like free trial classes or memberships, where you want the signup process to be as quick and frictionless as possible.
🛠️ Setup
You can set your preferred Timing while creating new forms and waivers, or by editing your existing ones.
🔷 On a new Form or Waiver
When creating your new Form or Waiver, after choosing which registrations and/or memberships the Form or Waiver applies to, you'll be asked to choose a timing option.
Click here to find out more about setting your Timings on new Forms/Waivers
Click here to find out more about setting your Timings on new Forms/Waivers
1️⃣ Before: the customer must complete the Form or Waiver first. This blocks the registration or purchase until it's done.
2️⃣ After: the customer can register or purchase first, and completes the Form or Waiver afterward.
3️⃣ Customize: choose Before or After individually for each class, course, appointment type, registration, or membership you selected in the previous step.
💡For more information on how to create new Forms or Waivers, please check our relevant guides below:
🔶 On an existing Form or Waiver
You can edit existing Forms and Waivers in order to set new Timings settings for each one individually.
Click here to find out more about setting your Timings on existing Forms/Waivers
Click here to find out more about setting your Timings on existing Forms/Waivers
To edit the Timing on an existing Form/Waiver, navigate to it, click the Options button to its right, and select Details.
Scroll down to the Form/Waiver Settings, and select Edit to the right of the Timing section.
Now you can set the Timing to any option you choose:
1️⃣ Before: the customer must complete the Form or Waiver first. This blocks the registration or purchase until it's done.
2️⃣ After: the customer can register or purchase first, and completes the Form or Waiver afterward.
3️⃣ Customize: choose Before or After individually for each class, course, appointment type, registration, or membership you selected in the previous step.
🧑💻 Customer View
When forms/waivers are set to After, customers can complete their registration and the system will only remind them to complete it afterwards.
Click here to see how customers can be reminded about any outstanding forms/waivers
Click here to see how customers can be reminded about any outstanding forms/waivers
📢 Banner
A banner appears on the Customer Site whenever the customer (or a family member) has an outstanding Form or Waiver tied to an upcoming registration or active membership.
📧Reminder Email
You can configure the Missing Forms & Waivers notification so that it sends an automatic reminder email.
💡 For more information on how you can configure your Missing Forms & Waivers Notifications, please check our relevant support article here.
🗣️Staff
When staff register a customer for an event, or when they're taking attendance, they'll see an orange tag next to the customers name indicating that they have outstanding forms or waivers they need to complete.
The staff can bring this to the customers attention, but they can also trigger the reminder manually from an event's attendee list at any time by clicking on the "Send Missing Forms/Waiver Email" button under the orange tag.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
What happens if a customer never completes a Form or Waiver set to "After"?
Click the arrow to see the answer
Click the arrow to see the answer
They'll continue to see the reminder banner on the Customer Site, and can be sent an automatic or manual reminder email through the Missing Forms & Waivers notification. See Missing Forms & Waivers Notification for details on configuring reminder frequency.
Can I scope timing to just one specific class session (e.g. only 6am classes)?
Click the arrow to see the answer
Click the arrow to see the answer
Timing follows the same Class Type scoping as the rest of a Form or Waiver's requirements. If you need to target one specific session, that session needs to be set up as its own Class Type first.