Create/edit a digital waiver on TeamUp. How to add a waiver to a membership. See who has signed your waivers.
Many of you need customers to complete waivers before they can register for your events, book appointments, or purchase a membership.
We have built a digital waiver system to take the hassle out of filing paper forms and save you and your customers time that could be better spent getting active.
Typically, Waivers are used for liability disclaimers and terms and conditions. In this guide we'll cover how to add, edit, and manage your digital waivers from Forms/Documents >> Waivers.
Note. Not sure whether to use a Waiver, a Policy, or a Form? See What's the difference between waivers, forms, and policies?
- Adding a new waiver
- Editing an existing waiver
- Editing the signature settings on an existing waiver
- Archiving a waiver
Adding a new waiver
Go to Forms/Documents >> Waivers >> New Waiver
Here you will be prompted to enter:
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.
Required for. Here you can set the circumstances under which this waiver needs to be signed. Participants will have to sign the waiver once — the first time they register for a class/book an appointment or purchase an applicable offering:
If everybody should sign it, choose 'All memberships and registrations'
If the waiver should only be signed by customers purchasing specific memberships or booking certain classes/appointments choose 'Specific memberships and registrations' and select the applicable options
Editing an existing waiver
If a customer has previously signed a waiver, you'll need to 'Archive & Copy' to edit any of the details, including the title and the text body.
Head to Forms/Documents >> Waivers >> Options - Archive & Copy.
In the popup, you can choose whether ALL customers should sign the edited waiver again or only NEW customers.
Alternatively, you can also archive & copy a waiver from each waiver's settings.
Editing the signature settings on a waiver
If you need to edit the circumstances under which a waiver needs to be signed (for instance, you might have created new memberships or classes/appointments and would like participants to sign the waiver), head to Forms/Documents >> Waivers >> Options - Signature Settings.
In the second step, adjust settings as needed and save changes.
Alternatively, you can also change the signature settings from each waiver's settings, as seen below.
Archiving an existing Waiver
You can archive a waiver at any time, by going to Forms/Documents >> Waivers >> Options - Archive.
Note. New customers do not sign these archived waivers, but customers have signed them in the past.
Alternatively, you can also archive a waiver from each waiver's settings.
Checking if a waiver has been signed
You can see if a waiver has been signed by either of the following:
Go to Forms/Documents >> Waivers >> Options - Signatures. This will take you to a report of all the customers that have signed the Waiver.
Alternatively, you can see how many customers have signed the waiver from each waiver's settings and click the link to view the full report.
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: