Online waivers allow you to streamline your check-in process by having waivers signed before the booked time. Online waivers reduce wait times and eliminate the need for manual paperwork.
You can create waivers and link them with your services.
Waivers are available as an optional add-on feature. Please refer to the plans for the Bookeo product you are using:
- Click here to view Bookeo Appointments plans
- Click here to view Bookeo Classes and Courses plans
- Click here to view Bookeo Tours and Activities plans
Bookeo offers a free 30-day trial period for waivers, so that you can test the functionality before subscribing to the waivers add-on.
In this article:
Creating a Waiver Template
To create a waiver template:
1. Go to Settings>Waivers
2. Click on the New Template button
3. In the Name[1] field, input the name of the waiver template
4. For Audience[2], select if:
each participant must complete the waiver, or
only the main customer must complete the waiver.
5. For Validity[3], select if the waiver is valid for a single booking or if it has a validity period:
customers must sign this waiver every time they make a booking, or
a signed waiver is valid for... and set the validity of a waiver from the dropdown menu.
If you set waivers with a validity period, existing signed waivers will automatically be linked to subsequent bookings only if:
- customers sign in as returning customers during the booking process, or
- account users select an existing customer profile using the autocomplete function when creating a new booking.
- if the waiver was signed by a participant (not the main customer), existing waivers will be automatically linked if the service/activity booked was set to collect participants' details. If participant details are not collected, waivers signed by them for previous bookings cannot be linked to new bookings
6. In the Elements section, click on the New element[4] button to add an element, for example, a heading, text, or date, to the waiver. Click here to learn more about which elements you can add to your waiver.
A signature field will be automatically shown at the bottom of the waiver.
7. The elements will appear in the order in which they will be shown in the waiver.
Click on the icons[5] next to each element to:
-
to delete an element,
-
to add a new element before that element,
-
-
to drag and drop an element to change the order in which it will be shown in the waiver
8. Click on the Test button to open a preview of the waiver in a new browser tab. You can return to your dashboard tab and click Save to save the waiver template, or you can keep editing it.
9. Saved Waiver Templates are displayed in the Templates table.
You can translate your waivers by following these steps here.
General settings for waivers
You can customize the general settings for all your waivers: reminders and signatures for minors.
Waiver reminder settings
You can send an email to remind customers to complete their waiver before the booked time.
1. Go to Settings>Waivers
2. In the Reminder section, tick the Send an email reminder to the customer[6] checkbox, and select the timeframe[7].
3. Save
QR Code
In the QR Code section, you can find the QR code [8] that allows visitors to sign their waiver upon arrival.
You can click on the Print [9] button to print the QR Code.
If needed, you can delete the existing QR code by clicking Delete [10], and create a new one by selecting Generate New [11]. For example, if the QR code has been shared publicly or accessed by unauthorized users, deleting and regenerating it prevents misuse.
Search, signature, and printing options
In the Options section, you can configure your waiver search, signature, and printing settings.
1. From the Booking search [12] dropdown menu, select how far in advance bookings will be visible when using the Waiver kiosk or QR code.
2. In the Signature section, untick the Automatic [13] checkbox if you do not want to give customers the option to sign using an automatically generated signature in a selected font.
Participants can always sign their waivers with either a mouse (or cursor) from a computer OR with their finger/stylus if the waiver is presented on a touch screen-enabled device.
3. Tick the Print participant details [14] checkbox if you want to include participant information at the top of the printed waiver.
4. Save
Parental/Guardian waivers for minors
You can require the signature of a parent/guardian if the participant belongs to specific people categories.
1. Go to Settings>Waivers
2. In the Parents/guardians section, tick the checkbox next to the custom people categories [15] for which a parent/guardian signature is required. The default people categories Children and Infants are automatically selected.
3. Save
Minors
If a participant's date of birth is collected, and the input date of birth makes the participant less than 18 years old at the time of signing, Bookeo will automatically require a parent/guardian signature.
Linking Waivers to your services
By linking waivers to your services, you can make sure customers are prompted to sign them before their appointment.
Select the Bookeo product you are using from the list below to find out more.
Bookeo Appointments
This section explains how to link waivers to services and workshops in a Bookeo Appointments account. You can link waivers to services and individual workshops, or apply them to services and multiple workshops at once.
In this article:
Link a waiver template to your services and workshops
For services, you can set one waiver template that will apply to all the services set up in Settings>Services offered and additional options. You can also link waivers to multiple workshops.
1. Go to Settings>Waivers
2. In the Usage section, select the waiver you want to link to your services [9] and workshops[10] from the dropdown menus. If you want to apply the same waiver to all your services and workshops, from the Change all[11] dropdown menu, select the waiver.
3. Save
Link a waiver template to a single workshop
For Workshops, you can link a waiver to each workshop.
1. Go to Settings>Workshops
2. Click on a workshop
3. Go to the General tab
4. In the Waiver section, select the waiver[12] you want to link to the specific workshop
5. Save
Bookeo Classes and Courses
This section explains how to link waivers to classes in a Bookeo Classes and Courses account. You can link waivers to individual classes or apply them to multiple classes at once.
In this section:
Link a waiver template to a single class
1. Go to Settings>Classes, courses, events
2. Click on a class
3. Go to the General tab
4. In the Waiver section, select the waiver[12] you want to link to the specific class
5. Save
Link a waiver template to multiple classes
Or you can link waivers to all your classes at once:
1. Go to Settings>Waivers
2. In the Usage section, select which waiver[13] you want to link to each class from the dropdown menus. If you want to apply the same waiver to all your classes, from the Change all[14] dropdown menu, select the waiver.
3. Save.
Bookeo Tours and Activities
This section explains how to link waivers to tours in a Bookeo Tours and Activities account. You can link waivers to individual tours or apply them to multiple tours at once.
In this section:
Link a waiver template to a single tour
1. Go to Settings>Tours/activities
2. Click on a tour
3. Go to the General tab
4. In the Waiver section, select the waiver[12] you want to link to the specific tour
5. Save
Link a waiver template to multiple tours
You can link waivers to all your tours at once:
1. Go to Settings>Waivers
2. In the Usage section, select which waiver[13] you want to link to each tour from the dropdown menus. If you want to apply the same waiver to all your tours, from the Change all[14] dropdown menu, select the waiver.
3. Save.