Navigate to Documents/Questions>Waivers.
Her you can add waivers for your customers to sign (online), before being able to attend your classes/events
Adding a new waiver
Go to Documents/Questions>Waivers>New Waiver
Here you will be prompted to enter:
- Waiver Name
- Waiver Text - Your waiver's text. When your customers sign this waiver, we'll add a text field for their 'signature' so be sure to remove any confusing 'sign here' lines in your waiver's text.
Editing an existing waiver
You can change the waiver name and waiver text at any time, by going to Documents/Questions>Waivers (choose the desired Waiver by clicking on waiver name)>Edit
Archiving an existing Waiver
You can archive the waiver at any time, by going to Documents/Questions>Waivers (choose the desired Waiver by clicking on waiver name)>Archive
Note. New customers do not sign these archived waivers, but customers have signed them in the past.
Waiver signature required for certain or all offerings
Once your Waiver has been created, you can decide whether this needs to be signed for all offerings, or only specific ones.
Go to Documents/Questions>Waivers>>Choose the desired Waiver>>Certain Offerings:
Here you can set circumstances under which this waiver needs to be signed. Participants will have to sign the waiver once—the first time they register for/purchase an applicable offering.
Checking if a waiver has been signed:
You can see if a waiver has been signed by either of the following
- Go to Documents/Questions>Waivers (choose the desired Waiver)>Signatures. This will show you a list of all the customers that have signed the Waiver
- Go to Customers>Customer List>Select desired customer>Waivers
This will show you if a Waiver has been signed or not/ and the date signed if yes: