Provide Guests with a straightforward way to complete documents and share or email them to other participants, ensuring a smoother booking experience.
Learn how to fill out a document, share a document, and email a document link.
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?
- This article refers to the Customer-facing waiver and document.
What more do I need to use this feature?
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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
Filling out documents
After the Booker completes the Payment step of the booking process, the system takes the Guest to the Required Documents page. From here, they can click the Fill out Document button to start filling out and signing the document.
The Booker also has the option to return to this step when they finish filling out their document, allowing them to complete additional documents, share them with others, or email them to others.
- If the Booker chooses to continue to the receipt, the system warns the Guest with the option to Fill out Now or Continue and fill out the document later, rather than filling it out immediately.
Sharing a document link
The Share Link button opens the option to Copy a private URL to share with others via their preferred method of communication.
Clicking the private URL opens the document in a browser window, ready to fill out and sign.
Emailing a link to participants
The Email Participants button opens the option to email the listed documents to other Participants.
The Booker then needs to provide each Participant's Name and Email address and select the documents to send. There is an option to + Add as many Participants as needed.
Frequently Asked Questions
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Can Customers upload a document to their booking?
Checkfront does not support uploading documents to a booking.
An alternative option is to include a note on a waiver stating that your customer should email you their document separately. Then, include a checkbox and a space for the customer's signature on the waiver to indicate their acceptance of the terms. You can also set up a waiver reminder if the customer still needs to sign the waiver.
Next Steps
In the following article in this series, we examine the process of filling out, sharing, and emailing waivers & document templates.
< Managing Waivers & Documents templates | Signing Waivers & Documents >