Waivers & Documents: Fields

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Locate: Manage > Integrations > Popular > Waivers > Create/Edit Template
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 those using items (Inventory > Items), a feature of our classic version of Checkfront.
• Interested in using Waivers & Documents with products (Inventory > Products)? Your account must be a member of our Early Access Program. Please reach out to Checkfront Technical Support to learn more.

 

Early Access Program To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program.

 

In this article, we review how to enhance your document template using fields.

New to Waivers and Documents? Be sure to read the first article in this series for an introduction to this feature!

Please read the full series of articles, accessed at the side and bottom of this page, to learn more about Waivers & Documents.

 

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

 

1. Click on the field type you wish to use with your document.
2. The field editor will slide in from the right and you can now configure your new field. 
3. Enter the Label for the field.
4. The ID will be 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 box labelled This field is required if the field must be filled out by your Guest.
7. When you are happy with your entries, click Create to complete the new field. Your new field is added to the Field List, directly below the icons.

 

From here, 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. The intention behind this behaviour is to prevent the list from filling up with unused fields.

 

To add the field to your document, place your mouse cursor at the beginning of the line on which you would like the field to appear. For best results, the cursor should be on its own line.

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

 

The field will now be added to the document. At this point, you can save your document by clicking on 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.

 

Once saved, you can preview the document by clicking on the Preview button at the bottom right. This presents you with the same view of the document your Guests have upon signing.  

 

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To edit a field, start by clicking on the Edit button next to the field Label in the Field List.

 

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

When creating/editing these field types, you will see a box labelled Options. This is where you input the various options your Customers select. Each option should be entered into its own line. There are some pre-populated examples to get you started, but feel free to update these as necessary.

When appearing in a live document, the Customer will be able to choose from one of these options.

 

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

 

A number of 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, then only the header for Participant's Address is displayed followed by any fields you need the Adult to fill out.

If the Minor(s) button is selected, then the signee is presented with the option to select how many minors are attending (1 Minor, 2 Minors...), so that the corresponding number of sets of fields display.

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

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

 

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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.

 

1. To add a repeated section, first, place your cursor at the beginning of the line on which you would like to add the section.  
2. Next, click on the Repeated Section option within the Fields section on the right.
3. The {REPEAT} shortcode is then added to the document, where you have placed your cursor.
4. Replace the line This content will be repeated with the fields you wish to repeat. To add these fields, simply follow the steps previously described within 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 on the Back to Template button, bottom left, to return to the document edit screen. 

 

At this time, sections are repeated 6 times. This number is fixed and not customizable.

 

 

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