You can easily see which guests have signed waivers and follow up with those who haven't.
In this article:
Searching and viewing signed waivers
You can easily search and view signed waivers directly from your dashboard.
An icon [1] will display for bookings, classes, or tours where one or more waivers remain unsigned, allowing you to see at a glance whether all necessary signatures have been obtained.
Waivers linked to a booking
To see waivers linked to a booking:
1. Click on a booking.
2. Go to the Waivers tab. An icon (!)[2] will display for bookings, classes, or tours where one or more waivers remain unsigned. The system will indicate how many waivers still have to be signed[3]. You can click on a signee[4] to open the signed waiver in a new browser tab.
If a waiver previously signed by a customer applies to new bookings, customers will not be required to sign a new waiver. The previously signed waiver will be automatically linked to the new booking and will show in its Waivers tab.
Waivers linked to customers and participants
In your dashboard, you can see waivers linked to a customer and its participants.
View waivers linked to a customer
1. Go to the Customers section of your dashboard
2. Click on a customer profile
3. Go to the Waivers tab
4. Waivers will be displayed, with the signature date, waiver name, and booking number (if the waiver applies to one booking). You can click on a waiver to open it in a new browser tab.
View waivers linked to a participant
1. Go to the Customers section of your dashboard
2. Click on a customer profile
3. Go to the Linked participants tab and click on a participant
4. Go to the Waivers tab
5. Waivers will be displayed, with the signature date, waiver name, and booking number (if the waiver applies to one booking). You can click on a waiver to open it in a new browser tab.
Search for a waiver by the customer’s or participant’s name, or by waiver ID
1. Go to the Customers section of your dashboard
2. Click on the Waivers button on the right side of your dashboard
3. Enter the person's first name, last name, or the Waiver ID displayed on the waiver footer
4. Click on the Search button
5. Waivers matching the searching criteria will be displayed, with the signature date, waiver name, and booking number (if the waiver applies to one booking). You can click on a waiver to open it in a new browser tab.
Tracking signed Waivers
When you generate a booking report in Marketing>Reports>Bookings, you can see if waivers are missing for some bookings in the Missing Waivers column.