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Activating Waivers & Documents

Activating Waivers & Documents allows you to securely collect signatures and required forms, helping your business stay compliant, reduce liability, and maintain accurate digital records.

Learn how to activate the Waivers & Documents integration within your account.

New to Waivers & Documents? Read the first article in this series for an introduction to Waivers & Documents.

 

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

  • Manage > Integrations > Guest Management > Waivers
  • Bookings > Waivers & Documents (once activated)
     
What more do I need to use this feature?

Which Checkfront version supports this feature - classic items, classic products, or both?

  • This feature is available in both our classic version, which uses classic items (Inventory > Items), and our classic version, which uses classic products (Inventory > Products).  → Learn more about products

 

Checkfront How To: How to Get Started with Waivers (Video)

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How to get started

For high-level step-by-step instructions on getting started with Waivers & Documents, please see the following article:

 

Activating Waivers & Documents

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Checkfront dashboard with the Manage menu expanded and Integrations highlighted to access setup options.
  1. Those on supported plans can find the Waivers integration under the Manage menu and the Integrations section.

 

Integrations page in Checkfront under Guest Management with the Waivers option highlighted for setup.

  1. Search for the Waivers integration by keyword or locate it under Guest Management.  
  2. Click the Waivers listing to open the Add-on Setup modal.

 

Waivers add-on setup window with the option to activate digital document signing for guest management.

  1. Click the Activate button from the Add-on Setup modal to add Waivers to your account.

 

Waivers and Documents dashboard showing the All Documents section with filters and a list of completed waivers.

  1. Once you activate the integration, you are taken directly to the All Documents list under the Sent & Submitted tab. You can also find the integration under the Booking menu (Booking > Waivers & Documents).

    From here, you can create and manage your document templates, filter, search for, and review documents, review the document activity log, and manage your public document library or kiosk.

 

Next Steps

We begin creating your first document template with the next article in this series.

 

< Introduction to Waivers & Documents     |     Creating Waivers & Documents templates (naming the template and using the Document Editor) >