Configuring general & notification settings for Waivers & Documents

Learn how to configure general and notification settings for waivers and documents. Discover how to personalize Guest messages, manage navigation preferences, determine age validation, and more!

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?

• Bookings > Waivers & Documents > Settings
   

• Admin or restricted permissions for Waivers & Documents.
   

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

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

Several general settings are available in the Documents feature.

1. Go to Bookings > Waivers & Documents and click the Settings link.
2. By default, the system displays the General tab.
3. Customize the message that appears at the top of the Required Documents page with helpful instructions for your Customers.
4. Confirm that you want to allow viewers to navigate quickly through the waiver or document using the sidebar field links using the Sidebar Quick Navigation toggle.
   • If you turn on this setting, the Guest can skip to a later step by clicking it in the list, as shown above.
   • If turned off, however, the system removes this functionality, and the Guest must fill out the fields in order.  
     
     

5. Turn on the Age of Majority Validation setting (Optional) to specify the Minimum Age of Primary Signer using the field provided. The minimum age setting defaults to 18.
   
   With this option enabled and the Date of Birth field type included, the system checks the participant's date of birth against the minimum age you specified.  
   
   If the user is not of age, the submit button is disabled, and the system advises the Guest that they are not old enough to complete the document.

   
    

   Minor's sections If you add a Minor's Section to your waiver, you can collect the minor's information in addition to the primary signature of the adult on the booking. With a Minor's Section, the minor's age is recorded in your system and is not rejected by the system if the child is underage.

   Learn more about waiver sections Learn more about adding a Minor's Section to waivers here: Working with waiver & document fields

    

6. Turn on (or off) the Allow Admins to Delete Documents setting to match your document retention policy.
   
   Once activated, you can delete the document via the dropdown menu in the invoice's Documents tab, as shown above, or when purging records in the Customer Directory.
   
   
    
7. Use the Upload New Documents to Google Drive setting to upload documents to Google Drive. If you have the Google Drive integration active in your account, this setting becomes available.  
8. When the Guest completes a document, the system automatically uploads it to your Google Drive account.
9. Click the Save button to save your changes

Notifications are the emails sent to your Guests when they need to complete a document. There are an Initial Email, a Reminder Email (if you've configured one), and a Completed Email.  

1. Go to Bookings > Waivers and click the Settings link.
2. Select the Notifications tab.
3. Customize the Initial Email, Reminder Email (if configured), and Completed Email messages as needed using the text editor and available variables.

4. Preview your messages using the Preview button next to each setting.
    

Waivers & documents integration turned off? If the Waivers & Documents integration is turned off, waiver notifications are not sent to Guests.

Document notification variables

You can add variables to the Initial Email, Reminder Email, and Completed Email notification templates in the document Settings area (Settings > Notifications).

These variables pull document details into an email sent to the Guest, e.g., company name, document name, or the document action to be completed.

The following are the system notification variables you can use:

Next Steps

In the following article in this series, we look at previewing waivers & documents.
 

< Creating Waivers & Documents templates (configuration)     |     Previewing Waivers & Documents >