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Waivers & Documents: Introduction

Plan Availability: X Soho | X Pro | ✓ Plus | ✓ Enterprise | ✓ Flex |
Locate: Manage > Integrations > Popular > Waivers
Prerequisites: 

  • Subscriptions to the appropriate plan (see plan availability above).
  • Admin permissions or restricted permissions for Waivers & Documents.
  • The Waivers & Documents feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.

 

Early Access Program

New to Checkfront - Products ✨

Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront.

Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information.

Discover more product-related help articles here: Products (New).

 

This article is a brief introduction to Waivers & Documents, including how to find and get started with Waivers & Documents.

Please read the full series of articles, accessed at the side and bottom of this page, for detailed instructions on each step of the process of configuring Waivers & Documents.

 

Overview (Video)

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Video Correction

  • WordPress Plugin can now be found under: Manage > Integrations > Popular > Waivers.

 

 

Configuring Your Waivers & Documents

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Depending on the nature of your business, it may be necessary to require your Customers to sign a Liability Waiver or medical release form before participating in an activity. Checkfront offers the ability to create such documents within your account as a free add-on to Plus and Enterprise accounts.

You can create multiple documents and assign them to your items or products. You might require, for example, a damage waiver for a stay in your lodgings, but a separate release of liability for your horseback adventure tour.

Waivers & Documents management (Bookings > Waivers & Documents) can be accessed from your Checkfront dashboard main menu.

 

Documents Home Page

From the All Documents page, you can search for and review your documents, create and manage your document templates, review the document activity log and manage your public document library.

 

 

Waivers & Documents: Document Templates >

 

 

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