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Previewing Waivers & Documents

Previewing your waiver and document templates allows you to see exactly how they’ll appear to Guests, with live fields, formatting, and a step-by-step flow. This helps you catch layout or content issues before a booking goes live, ensuring a professional and error-free guest experience.

Learn how to preview waiver and document templates.

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 > Create/Edit Template > Preview
     

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 items version, which uses classic items (Inventory > Items), and our classic products 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, please see the following article:

 

Previewing documents

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Waiver document editor in Checkfront with fields panel and arrow pointing to the preview option at the bottom right.

So far, in this series of articles, we have discussed the ability to preview your document to see what your updates will look like to the Customer. Let’s look at the preview in a little more detail.

Click on the Preview button to open the preview.

 

Digital waiver form editor with progress steps showing fields for primary full name, signature, and electronic signature consent.

The document you are working on is on the left side of the preview pane. The live field now replaces any field shortcodes you have added to the document. You can even enter some test information to try it out fully!  
 

Waiver form preview with an arrow pointing to the steps-to-completion progress bar in the Release of Liability sidebar.

On the right side of the preview pane is a list of steps that the Guest must complete to submit the document. As the Guest completes each step, a checkmark appears next to the completed step and the status bar at the top advances.  

 

Waiver form preview highlighting repeated participant fields with progress steps listed in the Release of Liability sidebar.

The system adds additional steps to the list for any steps related to repeated sections. The number of steps depends on how often the Customer repeats the section.  

 

Next Steps

In the following article in this series, we look at copying waivers & document templates.

 

< Configuring Waivers & Documents settings     |     Copying Waivers & Documents templates >

 

 

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