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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.
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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). |
In this article, we review how an existing signed waiver document can be manually attached to a booking.
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.
Attribute Documents
Back to topDo you have a booking, but the Customer has not yet signed 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.
When you pull up the booking, you see a Documents tab at the top. Click on this to get started.
Over in the left sidebar, you see a button labeled 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 this is necessary.
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 you're ready, click the blue Attach button to assign the document(s) to the booking.
The document is attached to the booking and visible in the booking's Documents tab.
Alternatively...
Rather than have the Customer fill out the document from the public document library, you can also pull up the invoice in your system, click on the Documents tab, and then click on the Fill Out Document button, as seen above.
This takes the Customer directly to the document, where they can fill it out and sign it as usual. If this method is used, then the document is automatically assigned to the booking, so no attribution is required.
< Waivers & Documents: Sent & Submitted | Waivers & Documents: Share Document URL >