Attributing Waivers & Documents to bookings

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

• 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 using classic items (Inventory > Items) and our classic products version using classic products (Inventory > Products).  → Learn more about products

Do you have a booking, but the Customer still needs to sign the required waiver document, and they have arrived for their big adventure? Then, you can ask them to fill it out in the Public Directory.

Once they've done that, you can pull up the booking in your system and assign the waiver they just signed to the reservation. 

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

Over in the left sidebar, you see a button labelled Attribute Documents. Click on this to open the attribution window. 

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

Also, you can search for a specific waiver by Customer name. This filters out any other waivers in the list to make location easier.

When ready, click the blue Attach button to assign the document(s) to the booking. 

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

Rather than have the Customer fill out the document from the public document library, you can also pull up the invoice in your system. First, click the Documents tab and then the Fill Out Document button, as shown above.  

You can then direct the Customer to fill out, sign, and complete the document. If this method is used, the document is automatically assigned to the booking, so no attribution is required.

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