Attributing Waivers & Documents to bookings

Quickly match completed waivers and documents to the correct booking, reducing admin work and keeping your team aligned.

Learn how to attribute a document to a Customer's booking and how to fill out a document from an invoice.

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?

• 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

Do you have a booking, but the Customer still needs to sign the waiver or document and has arrived for their big adventure? 

Overview

1. You can ask them to fill it out in the Public Directory.
2. Once they've done that, you can pull up the booking in your system and assign the waiver they just signed to the reservation. 

Step-by-step instructions

1.  Pulling up the booking, you see a Documents tab at the top. Click this tab to get started.   

2. In the left sidebar, you will see a button labeled Attribute Documents. Click on this to open the attribution window. 
    

3. The name of the primary booking holder appears next to the waiver's name and the date it was signed. Click on the checkbox to include the waiver in the booking. You can select more than one if needed.  

4. Also, you can search for a specific waiver by Customer name. This filters out any other waivers in the list to make them easier to locate.
5. When ready, click the blue Attach button to assign the document(s) to the booking. 

6. The document is attached and visible in the booking's Documents tab.  

Rather than have the Customer fill out the document from the Public Directory, you can also pull up the invoice in your system. 

1. Click the Documents tab.
2. Click the Fill Out Document button.
3. You can then direct the Customer to fill out, sign, and complete the document on your device.
4. Click the Submit Document button to attach it to the booking.

If you use this method, the system automatically assigns the document to the booking, so no attribution is required.

Next Steps

In the following article in this series, we examine the process of sharing waivers & documents with Customers.

< Working with sent and submitted Waivers & Documents     |     Sharing Waivers & Documents with Customers >