Stay compliant and organized by tracking the status of Guest waivers and documents directly in your Daily Manifest. Quickly identify who has completed the required forms and needs attention before Guests arrive or participate in activities.
Learn how to view the status of a waiver or document within the Daily Manifest and then access the document attached to the related invoice.
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New to the Daily Manifest? Check out the first article in this series: Daily Manifest: Introduction. |
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
- Booking > Daily Manifest > Documents
What more do I need to use this feature?
- Admin or restricted permissions to View all Reports (or Daily Manifest) and Export Data.
- Admin or restricted permissions to View all Reports (or Revenue) to access the Revenue Report from Insights.
- The Guest Form (Manage > Integrations > Guest Management) integration is required to collect and include Guest information within your Daily Manifest.
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
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What is a waiver? A waiver allows you to collect essential information and signatures from your Customers, such as liability waivers, medical release forms, or rental agreements. |
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Not using Guest Forms? Currently, the documentation completion status is only displayed for Guests, not for the Booker. |
Accessing waiver & document statuses (step by step)
- Open Booking > Daily Manifest for the relevant date.
- Locate the Waivers / Documents column.
- Review the icon or label next to each booking or Guest.
Viewing waiver or document status
Once you have activated the Waivers & Documents integration (Manage > Integrations > Waivers & Documents), you can view the completion status of any attached documents for each Guest.
An icon displays within the Document column for each waiver (or other document).
- A white icon indicates that the document is not yet complete.
- A dark icon indicates that it is complete.
If you hover over the icon, the document's name displays.
Staff can click the status icon to view the document in the Documents section of the associated invoice. You can Share, Fill Out the Document, or Email Participants.
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Learn more about managing documents For a detailed look at managing documents associated with the invoice, check out the following article: |
Completing documents via the public document & kiosk directory
If the waiver or other document is incomplete, you can have the Guest fill it out via the Checkfront Waiver Kiosk.
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Learn more and document directories For a detailed look at Public Document and Kiosk Directories, check out the following article: |
Next Steps
The following article in this series will examine the assignment of assets from the Daily Manifest.
< Exporting the Daily Manifest | Assigning assets from the Daily Manifest >