Setting up digital waivers

Many of you need new customers to complete waivers before they can register for your events, or purchase a membership. We have built a digital waiver system to take the hassle out of filing paper forms and saving you and your customers time that could be better spent getting active. 
 
1. Go to the Waivers/Questions > Waivers on your Teamup Dashboard, and click 'New 'Waiver'



2. Add your waiver text
Most of you will want your waiver to apply to all events, when you submit the below form it will do this by default:



3. You can set a waiver to be required for only certain offerings
Go to the waivers page, and click on 'All Offerings':


Change 'required for' to certain offerings:


You'll then have the option to toggle 'required' or 'not required for your offerings:



4. Do you need detailed personal contact information and emergency contact information?
If you want yours customers's full address, phone number, and date of birth and/or their emergency contact information select "Required" under Waivers/Questions > Contacts. 




5. You are all set 
Your customers will now have to complete the waiver and/or supply personal and emergency contact information before they can register for your classes and events. You'll be able to review signed waivers by selecting desired waiver, and then the signatures tab:


You'll be able to find personal and emergency contact information on each customer's profile page:






If you have questions about waivers, or any other features, then please contact us at support@goteamup.com. 
 
Have more questions? Submit a request

4 Comments

  • 0
    Avatar
    Peter Luffman

    So at what point is the customer prompted to fill out a waiver?

    Before their first class or course registration?

    So new customers would go set up account - fill out waiver - register for class/course?

  • 0
    Avatar
    Mitch Tate

    Hi Peter,

    That's correct - customers are prompted to sign the waiver before they can make a registration and/or membership purchase depending on the waiver settings.

    Drop us a line at support@goteamup.com if you need any help with setup.

    Mitch 

  • 0
    Avatar
    Peter Luffman

    Hi Mitch

    I am trying to keep as few steps as possible for my customer. Is it possible to add the waiver in after they have opened an account and bought something? 

    Could it be triggered or sent after a purchase? 

    Alternatively could I attach my own waiver/health screen to the automatic email that gets fired off when they sign up to a course or class? 

    Thanks 

     

  • 0
    Avatar
    Mitch Tate

    Hi Peter,

    I've create a support ticket so we can discuss the specifics. 

    We'll respond back to the ticket shortly. 

    Mitch 

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