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Sharing Waivers & Documents with Customers

Easily share required documents with Customers, sending waiver links directly so everyone gets what they need before arrival.

Learn how to share a document link with a Customer, so they can fill it out separately.

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?

  • Booking Invoice > Documents tab
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

 

Sharing document URLs

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Waiver management screen showing a liability waiver for Jane Smith with status marked completed and a highlighted option to share the waiver link.

  1. Open an existing Booking Invoice, such as from the Booking Index.
  2. Select the Documents tab from the top menu.
  3. Click the Share button beside a waiver title to open a small pop-up containing the document's URL.
  4. Click the Copy button to copy the link to your device's clipboard. Paste that link into an email and send it to the customer associated with the booking.

 

Next Steps

In the following article in this series, we examine the process of customizing column display within your waivers & documents list.

 

< Attributing Waivers & Documents to bookings     |     Customizing column display within your Waivers & Documents list >

 

 

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