Creating Waivers & Documents templates (field settings)

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Learn how to work with document fields, including creating a field, adding an existing field, editing and deleting a field, and using minor and repeated sections.

New to Waivers & Documents? Read the first article in this series for an introduction to Waivers & Documents.

 

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Which plans include this feature?

Legacy:  Soho, Plus, Enterprise, Flex
Current:  Growth (Online Booking Fee), Growth (Subscription), Managed
→ Learn more about our current plans or how to change your plan.

Where can I find this feature using the top menu?

Bookings > Waivers & Documents > Create/Edit Template

• Admin or restricted permissions for Waivers & Documents.
  
  

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

 

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For high-level step-by-step instructions, on getting started with Waivers & Documents, please see the following article: How do I get started with Waivers & Documents?

 

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When creating or editing a document, a grid of available field types displays at the side of the page - each represented by an icon and a text label.

Use these field types to add new fields and sections to your document. You can then edit and delete these fields and sections as needed.

 

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To create a new field to add to your document, follow these steps.

1. Click on the field type you wish to use with your document.
2. The field editor slides in from the right, and you can now configure your new field. 
3. Enter the Label for the field.
4. The ID is generated automatically once you move to that field in the editor. If you wish to change this, then go ahead and do so.
5. The Tip is a brief instruction that is displayed below the field. This might say something like Enter Your Date of Birth.
6. Check the This field is required box if your Guest must fill out the field.
7. When happy with your entries, click Create to complete the new field. Your new field is added to the Field List directly below the icons.

 

You can either Edit the field or Add it to your document.  

 

You must add the new field to the document before saving, or the new field is removed from the list. This behaviour intends to prevent the list from filling up with unused fields. A custom field can only be added once per document.

 

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To add the field to your document, (1) place your mouse cursor at the beginning of the line where the field appears. For best results, the cursor should be on its line.

Once the cursor is in place, (2) click the Add button next to the field you wish to insert.

 

The field is now added to the document. You can save your document by clicking the Save button at the bottom right.

 

If you try to add a field and are blocked (🚫 ) from doing so, then this is because that field has already been added to the document. Use repeated sections to accomplish this instead.

 

Learn more about setting up multiple signature fields within a waiver here: How do I configure waivers to ask for multiple signatures?

 

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Click the Edit button next to Label in the Field List to edit a field.

 

This opens the field editor from which you can make your changes. When complete, click Update to return to the Field List.

 

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If you no longer require a field on your list, then you can delete the field from the field editor.

 

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Some field types, specifically Radio, Selection, and Gender, require the input of choices from which the Customer can choose.  

You see a box labelled Options when creating/editing these field types. This is where you input the various options your Customers select. Each option should be entered into its line.

There are some pre-populated examples to get you started, but please update these as necessary.

When appearing in a live document, the Customer can choose from one of these options.

 

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A Minor's Section is helpful if you need to collect information about minors and their parents or guardians.

 

To add a Minor's Section to your document, follow these steps.

1. Place your cursor at the beginning of the line where you want to add the section.  
2. Next, click the Minor's Section option within the Fields section on the right. The matching code is then added to the document where your cursor is placed.
3. Replace any placeholder text, such as This area will be repeated, add fields here with the fields you need. To add these fields, follow the steps described in the Add a field section.
4. Save and Preview the document.

 

You must add the new field to the document before saving, or the new field is removed from the list. This behaviour intends to prevent the list from filling up with unused fields. A custom field can only be added once per document.

 

Several buttons now display in the document. These buttons determine who you need to collect information from - Adult, Minor(s), or Adult and Minor(s).

If the Adult button is selected, only the header for Participant's Address displays, followed by any fields you need the Adult to fill out.

If the Minor(s) button is selected, the signee can select how many minors are attending (1 Minor, 2 Minors...) so that the matching number of sets of fields is displayed.

If Adult and Minor(s) button is selected, then a section for the Parent or Legal Guardian's Address information and matching fields displays in addition to the minor fields.

Click the Back to Template button, bottom left, to return to the document edit screen. 

 

The minor is shown separately from the adult in the All Documents view.

 

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A repeated section is useful if you need to collect multiple versions of the same information. For example, you may wish to collect the email addresses and names of several individuals who are part of the booking.

 

To add a repeated section to your document, follow these steps.

1. Place your cursor at the beginning of the line where you would like to add the section.  
2. Next, click the Repeated Section option within the Fields section on the right.
3. The {REPEAT} shortcode then adds to the document where your cursor is placed.
4. Replace the line This content will be repeated with the fields you wish to repeat. To add these fields, follow the steps described in the Add a field section.
5. Save and Preview the document.

 

Numbered buttons, from zero to six, now display within the document. These buttons determine the number of sets of fields that are listed.

If zero is selected, then the repeated section is not shown. This is the default value.

Clicking on a number greater than zero displays the repeat section that same number of times within the document.  

Click the Back to Template button, bottom left, to return to the document edit screen. 

 

At this time, sections are repeated six times. This number is fixed and not customizable.

 

 

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< Creating Waivers & Documents templates (naming the template and using the Document Editor)    |     Configuring Waivers & Documents (configuration settings) >

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