📝 Overview

If you use the Appointments feature to offer one-to-one sessions, consultations, or similar services, you may want to collect information from clients or have them sign a document before they attend. This guide explains how to connect your existing forms and waivers to your Appointment Types, edit them to cover appointments, or create new ones specifically for appointments.

💡 Forms vs waivers. What's the difference?

Forms collect information from clients (such as a PAR-Q or a fitness assessment). Waivers are documents clients read and sign (such as a liability disclaimer). For a full breakdown, see the differences here.

📑 Setting up forms & waivers for Appointments

There are three common scenarios depending on whether you already have forms and waivers in place and how much they need to change. Choose the one that matches your situation below.

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🔵 Scenario 1 - Exclude an existing form or waiver from your Appointment Types

If you already have forms or waivers set up for your classes, and those documents aren't relevant to your appointments, you can exclude specific Appointment Types so clients aren't prompted to complete them when booking.

🔹 To exclude an Appointment Type from a waiver

Head to the waiver settings and use the Waiver signature required for certain or all offerings option. For full steps, see Managing Waivers here.

🔹To exclude an Appointment Type from a form

Head to Forms/Documents ➜ Forms ➜ Details next to the form ➜ Form settings ➜ Edit ➜ Required for — All registrations except those selected. Tick the Appointment Types you want to exclude and save.

🟠 Scenario 2 - Update an existing form or waiver to cover Appointment Types too

If your existing forms and waivers are mostly suitable for appointments but just need a few extra fields or clauses, you can edit them directly rather than creating new ones.

🔸 To edit an existing waiver

See the section on editing an existing waiver in Managing Waivers here.

🔸 To add or remove fields on an existing form

Open the form's settings from Forms/Documents ➜ Forms, then add or remove the fields you need and save.

🔴 Scenario 3 - Create a brand new form or waiver for Appointment Types only

If your appointment-based services need their own dedicated documents — separate from any forms or waivers already used for classes — you can create new ones and restrict them to specific Appointment Types.

🔺 To create a new waiver for appointments

See the section on adding a new waiver in Managing Waivers here. When choosing which offerings it applies to, select only your Appointment Types.

🔺 To create a new form for appointments

Create the form from Forms/Documents ➜ Forms. When choosing which registrations require the form, select only your Appointment Types.

❓ Frequently Asked Questions (FAQs)

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

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Do forms and waivers work the same way for Appointments as they do for Classes?

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Ye. The same forms and waivers system applies. The difference is that you can target them at specific Appointment Types rather than all event types.

Can I require a PAR-Q before a client books an appointment?

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Yes. Create a form with the PAR-Q fields and set it as required for the relevant Appointment Types. Clients will be prompted to complete it during the booking flow.

Can a client be required to sign a waiver every time they book, or just once?

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You can configure a waiver to require a signature on each booking, or just once. This is set within the waiver settings. See Managing Waivers here.