New to Waivers & Documents? Read the first article in this series for an introduction to Waivers & Documents.
Which plans include this feature?
Legacy: Soho*, Plus, Enterprise, Flex
New: Starter**, Growth (Subscription), Growth (Per Booking), Managed
*A 14-day trial of the waivers add-on is available to those on the legacy Soho plan.
**Starter plans include one active waiver template.
→ Learn more about our new plans or how to change your plan.
Where can I find this feature using the top menu?
Bookings > Waivers & Documents > Templates
What more do I need to use this feature?
Which Checkfront version supports this feature - classic, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Viewing and sorting template listsBack to top
You can view a list of your created templates within the Templates tab (Booking > Waivers & Documents). Sort any column to customize the list order to suit your needs.
Editing templatesBack to top
Click the name of the template to open it in edit mode. From there, you can walk through the template builder and update the template as needed.
Showing template revisionsBack to top
You can restore a version of a template by editing the template, making a change, and clicking SAVE.
Editing columnsBack to top
You can edit the columns displayed within the list by clicking the Columns icon in the top-right corner of the page. This opens the Columns modal with the list of available columns.
By default, the Status, (number of) Revisions, Template (name), Summary and Created time stamp display.
In addition, you can include the ID and (number of) Docs column.
Select or deselect the columns within the list to customize your view.
Exporting template listsBack to top
You can export the list of templates to your computer, email or Google Drive in various formats: MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format) or XML (eXtensible Markup Language).
You can also choose which columns to export, how many rows to include, and how to format exported dates.